Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 2501 - 2510 of 22130 results for "Tim"

Fee consent forms, FDS overhaul concerns FAAA

KARREN VERGARA  |  MONDAY, 18 DEC 2023
The Financial Advice Association of Australia (FAAA) expressed concerns about Treasury's proposal to abolish fee consent forms and Fee Disclosure Statements (FDS) in its response to the first round of reforms. Currently, advisers must produce an annual ...

What you read in 2023

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2023
Once again, Financial Standard readers were captivated by the evolving superannuation landscape, with this year's top stories largely focused on this space. However, there was one particular executive move that simply couldn't be scrolled past. ...

Caddick SMSF clients should recoup all funds: Lawyer

KARREN VERGARA  |  FRIDAY, 15 DEC 2023
While there are good indications that Melissa Caddick's victims will recoup most of their funds, the lawyer spearheading the latest class action believes that SMSF clients should get all their money back. Michael Chapman, a director at Melbourne-based ...

Morningstar reveals Australian equities upgrades, downgrades

ANDREW MCKEAN  |  FRIDAY, 15 DEC 2023
On completion of Australian Equities reviews, Morningstar upgraded its ratings for three share classes across three strategies and downgraded 10 share classes across 10 strategies. Realindex Australian Share Value Class A was called an excellent choice ...

Global fund managers welcome chief executives

CHLOE WALKER  |  FRIDAY, 15 DEC 2023
... responsibility on behalf of our clients." Elsewhere, Setbon has become the new global chief executive of Natixis, succeeding Tim Ryan who wishes to pursue a career outside of the French firm. Setbon brings over 30 years of experience in financial services ...

AustralianSuper in talks to extend administration services mandate

ANDREW MCKEAN  |  FRIDAY, 15 DEC 2023
AustralianSuper has signed a memorandum of understanding (MoU) with Link Group to negotiate an extension to their core administration services partnership. Link Group's Retirement and Superannuation Solutions (RSS) business and AustralianSuper will ...

Australian Retirement Trust selects chief executive

JAMIE WILLIAMSON  |  THURSDAY, 14 DEC 2023
Australian Retirement Trust (ART) has named chief executive Bernard Reilly's successor, assuming the top job in March 2024. David Anderson will take over as chief executive of ART next year, following 25 years at Mercer both in Australia and abroad. ...

BT signposts key issues for advisers in 2024

ANDREW MCKEAN  |  THURSDAY, 14 DEC 2023
BT has forecast that the unexpected surge in Australian property values, fuelled by population growth and a housing shortage in major cities, is set to galvanise financial advice discussions focused on superannuation and tax strategies. "Good old real ...

New enhancements to Expand, CFS Edge

CHLOE WALKER  |  THURSDAY, 14 DEC 2023
Insignia Financial (Insignia)'s flagship platform Expand Essential has made enhancements to its menu, while Colonial First State (CFS) has added new options to CFS Edge. Recent additions to Expand Essential include new multi-manager options MLC ...

NAB, Jarden to launch NZ wealth business

CHLOE WALKER  |  THURSDAY, 14 DEC 2023
National Australia Bank (NAB) and Jarden Wealth (Jarden) will combine their New Zealand wealth advice and asset management businesses into a newly formed entity, FirstCape. The new advice and asset management firm, based in New Zealand, will be formed ...