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Showing 2611 - 2620 of 9818 results for "Advisers"

Boutique wealth firm chief steps down

KARREN VERGARA  |  WEDNESDAY, 7 OCT 2020
... leadership. "The results over that period speak for themselves - the business has grown in client numbers, number of advisers and assets under management," he said. Hoyle said: "It's been a privilege and career highlight to lead Stanford Brown, an ...

Another MLC advice firm exits group

KARREN VERGARA  |  TUESDAY, 6 OCT 2020
... AFSL of independent group FYG Planners, which has over $3 billion in funds under management. DFS was licensed with GWM Advisers, which was part of MLC. Redfearn has been in the financial advice industry since 2001 and founded DFS in 2014. Simone Halse ...

FASEA releases more Code of Ethics guidance

ELIZABETH MCARTHUR  |  TUESDAY, 6 OCT 2020
FASEA has released a draft Financial Planners & Advisers Code of Ethics 2019 Guide for consultation. The draft is intended to provide an explanation of the application of the code. "The Code of Ethics provides an ethical framework of values and standards ...

Pandemic proves value of advice: FPA

ANNABELLE DICKSON  |  TUESDAY, 6 OCT 2020
... Planning Association of Australia's (FPA) inaugural Money & Life Tracker: COVID Edition reveals Australians with financial advisers were not financially impacted by the pandemic compared to those without an adviser. Furthermore, 87% of respondents who ...

Vanguard to cull institutional mandates

KANIKA SOOD  |  FRIDAY, 2 OCT 2020
... requires us to focus our long-term efforts on opportunities that enable us to better serve direct investors and their advisers. As a result, Vanguard has taken the business decision to no longer offer Segregated Mandate Accounts (SMA) or customised solutions ...

Clime names new chair

ANNABELLE DICKSON  |  FRIDAY, 2 OCT 2020
... million is subject to a two-year escrow arrangement which reduces to $1.25 million after 12 months. Madison has about 100 advisers with $3 billion in funds under advice and around $34 million in gross revenue.

82% of advisers pass August FASEA exam

ELIZABETH MCARTHUR  |  THURSDAY, 1 OCT 2020
FASEA has released the results of the August exam, with 82% passing. The results mean 46% of advisers on the ASIC Financial Adviser Register have now passed the compulsory exam. A total of 1521 advisers sat the exam. FASEA did not reveal how many advisers ...

CountPlus member firm makes acquisition

ANNABELLE DICKSON  |  THURSDAY, 1 OCT 2020
... Sydney-based financial advice firm Small & Gunn joining its licence. The expansion follows a growth strategy which has seen 50 advisers added to its network since the start of this year.

Advisers shift to ETFs from active managers: VanEck

ELIZA BAVIN  |  TUESDAY, 29 SEP 2020
Financial advisers are increasingly using exchange traded funds (ETFs) over concerns about the cost and performance of actively managed funds, according to VanEck. VanEck's fifth annual smart beta survey revealed 87% of advisers use ETFs in client ...

Financial advice firms facing failure: Dynamic Asset Consulting

ELIZA BAVIN  |  MONDAY, 28 SEP 2020
Dynamic Asset Consulting (DAC) has warned that financial advisers are putting their businesses and their clients at serious risk by implementing traditional strategic asset allocation (SAA) portfolios. DAC portfolio manager Jerome Lander said most Australian ...