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

Search Results

Showing 11 - 16 of 16 results for "IA Advice"

BTFG navigates wealth management headwinds

JAMIE WILLIAMSON  |  MONDAY, 7 NOV 2016
BT Financial Group's cash earnings contribution to Westpac has fallen by 4% to $876 million in the past year, indicating an increasing pressure on the big four banks' wealth management divisions. Cash earnings for BTFG's funds management division dropped ...

Cbus hiring 30 advice professionals following service launch

ALEX BURKE  |  THURSDAY, 23 JUN 2016
Cbus has launched a new financial advice model to deliver to fund members. Prioritising tailored member engagement via advice over the phone, the $33 billion super fund will commence hiring for "30 specialist financial advice service roles" to grow ...

CPA granted AFSL

KERRIE SYDEE  |  MONDAY, 18 APR 2016
ASIC has granted CPA Australia an Australian Financial Services licence (AFSL) and an Australian Credit Licence (ACL) for its wholly owned subsidiary, CPA Australia Advice. The granting of the licences is an important step in the establishment of the ...

CPA sets up independent advice license

LAURA MILLAN  |  FRIDAY, 5 JUN 2015
CPA Australia has set up CPA Australia Advice, an independent financial planning licensee that aims to become "a new benchmark for professional and ethical conduct." The business is expected to be fully operational in 2016 and is owned by the accounting ...

CBA launches MySuper compliant product

ALICE URIBE  |  MONDAY, 17 JUN 2013
The Commonwealth Bank (CBA) has targeted its small business and younger unadvised customers with the launch of a simple, low-cost superannuation offering. The product called, Essential Super, will be rolled out to CBA's customers from July 1, and is ...

IWL enters MA ring

CHRIS NICHOLLS  |  WEDNESDAY, 7 NOV 2007
IWL has entered the increasingly crowded managed accounts space with its new portfolio administration and tax reporting system, Virtual Broker Wrap. The product merges the company's wholesale Echelon portfolio administration and tax software with their ...
PAGE:
2