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Showing 2761 - 2770 of 22130 results for "Tim"

The Wealth Designers in expansion mode

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
The Wealth Designers is expanding its footprint nationwide and internationally as it partners with a veteran financial adviser to mark its presence in Europe and the UK. The Perth-headquartered advice firm plans to aggressively expand in the near term ...

ECB raises rates to record high of 4%

CASSANDRA BALDINI  |  FRIDAY, 15 SEP 2023
Overnight, the European Central Bank (ECB) raised interest rates by a further 25 basis points to a historical peak of 4%, saying inflation is simply still too high. The governing council remains determined in its efforts to drag inflation back down ...

First Australians Capital appoints managing partner, receives $9m backing

CASSANDRA BALDINI  |  FRIDAY, 15 SEP 2023
First Australians Capital (FAC) has named Benson Saulo as its managing partner as it receives a $9 million grant from the Paul Ramsay Foundation (PRF) to drive future expansion and development. Saulo, who commences the role effective immediately, will ...

Adviser exam records 73% pass rate

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2023
The latest sitting of the financial adviser exam returned a 73% pass rate. The August sitting saw 205 candidates attempt the exam. Of these, 150 passed. About 72% of the candidates were sitting the exam for the first time, ASIC said. The 150 candidates ...

SG Hiscock starts distributing small cap fund

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
As previously flagged when the two partnered, SG Hiscock & Company (SGH) and the US-based asset manager EAM Global Investors (EAM) have jointly launched a global small cap fund in Australia. The EAM Global Small Companies Fund holds between 100 to 150 ...

Aware Super rolls out adviser portal

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
Aware Super has launched a new portal for financial advisers as part of its digital transformation project. Adviser Portal can view their client dashboards, change investment options, manage client contributions, and track actions requested on behalf ...

Young Aussies flock to SMSFs

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
... newly established funds was 46 years old in FY21, which has reduced from 54.1 years old a decade prior. Class chief executive Tim Steele said the younger generation is realising the many benefits SMSFs offer, including flexibility, investment choice ...

Ring-fencing super for aged care adds complexity, cost: ASFA

ANDREW MCKEAN  |  WEDNESDAY, 13 SEP 2023
In a submission to the Aged Care Taskforce, which is currently evaluating the fairness and sustainability of aged care funding in Australia, the Association of Superannuation Funds of Australia (ASFA) has voiced strong opposition to ring-fencing superannuation ...

NZ Super Fund delivers 11.9%

CASSANDRA BALDINI  |  WEDNESDAY, 13 SEP 2023
NZ Super Fund has achieved a pre-tax return of 11.9% for the full year to 30 June 2023 and increased its value by $9.7 billion to $64.5 billion. Despite the positive results, the global recovery in share prices over the year meant that its total return ...

Frontier dips toes into private wealth space

JAMIE WILLIAMSON  |  WEDNESDAY, 13 SEP 2023
The asset consultant has signed its first private wealth firm, diversifying its client base further. Typically advising institutions, Frontier has added South Australia's Perks Private Wealth to its books, advising the firm's investment committee. In ...