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Showing 2511 - 2520 of 9817 results for "Advisers"

New MDA offering launched

ELIZA BAVIN  |  WEDNESDAY, 2 DEC 2020
... appointment of an investment management coach. Lifestyle's MDA will launch a service pilot and invite a select group of advisers to offer the new MDA service to their clients. Through the MDA, clients can opt to give their financial adviser the authority ...

Aussies lost money due to lack of advice

ELIZABETH MCARTHUR  |  WEDNESDAY, 2 DEC 2020
... advice and we were pleased but not surprised to see the level of trust that Australian investors have in their financial advisers," PIMCO head of client management, APAC Adrian Stewart. "Relying on the expertise of investment specialists can be a helpful ...

International consortium sets sights on Optus

ANNABELLE DICKSON  |  TUESDAY, 1 DEC 2020
A consortium of investors including a $116 billion Canadian pension fund has appointed financial advisers to participate in the upcoming sale of Optus towers. Symphony Consortium, consisting of the Ontario Municipal Employees Retirement System (OMERS) ...

IOOF ups costs for self-employed advisers

ELIZA BAVIN  |  TUESDAY, 1 DEC 2020
Self-employed financial advisers working with IOOF will have to pay more for the same services under the new IOOF structure which will focus the business on three key pillars in the advice space. Speaking to investors today, IOOF chief advice officer ...

BlackRock to buy equity index firm

KARREN VERGARA  |  MONDAY, 30 NOV 2020
... manager Aperio, which provides customised index equity portfolios that optimise tax positions. Aperio partners with wealth advisers to build custom portfolios for ultra-high-net-worth investors. It has US$36 billion in assets under management and is ...

Government backs disciplinary body in principle

KARREN VERGARA  |  MONDAY, 30 NOV 2020
The federal government said it supports the establishment of the new single disciplinary system for financial advisers providing tax advice "in principle" in response to the independent review of the Tax Practitioners Board. In announcing its support ...

Challenger seeks new life chief executive

KANIKA SOOD  |  MONDAY, 30 NOV 2020
... strong operations and technology foundations to drive an increased focus on deep and effective engagement with customers, advisers and or superannuation fund clients," Challenger managing director and chief executive Richard Howes said. "Chris's ...

ASIC prepares industry for claims handling law

KARREN VERGARA  |  FRIDAY, 27 NOV 2020
The corporate regulator has released more information to help life insurers and financial advisers adapt to new regulation when handling insurance claims. ASIC's information sheet and consultation paper C12 Proof: Claims Handling and Settling Service ...

Finance is least ethical sector: Governance Institute

ANNABELLE DICKSON  |  FRIDAY, 27 NOV 2020
... -11% in 2019. Within the sector, all occupations and almost all organisations saw an improvement on 2019 with financial advisers increasing to a score of 20% from 2%, fund managers to 14% from -3%. Industry superannuation funds remain the most ethical ...

FPA announces 2020 award winners

KANIKA SOOD  |  THURSDAY, 26 NOV 2020
... of Verse Wealth won the award. FPA Paraplanner of the Year Award went to Emma Zwaan of Capital Partners Private Wealth Advisers based in Western Australia. FPA University Student of the Year Award was won jointly by are Miles Kitt of Charles Sturt University ...