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Showing 291 - 300 of 1485 results for "Master"

Financial advice among most qualified professions: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
Following education reforms, analysis of financial advisers' tertiary qualifications suggests the advice sector is now among the most highly educated professions in Australia. Rainmaker Information's 2022 review of advisers' ASIC-recognised qualifications ...

DASS clients pushed to accept paltry recoupment

ANDREW MCKEAN  |  FRIDAY, 2 DEC 2022
Dixon Advisory and Superannuation Services administrators have said it's in the best interest of the failed group's creditors to vote in favour of a proposed deed of company arrangement that would see them receiving as little as 3.1 cents on ...

AFA, FPA merger in best interests

CASSANDRA BALDINI, CHLOE WALKER  |  THURSDAY, 24 NOV 2022
In offering an update on the proposed merger with the Association of Financial Advisers (AFA), Financial Planning Association of Australia (FPA) chair David Sharpe said he is hoping to have the full support of members and, despite speculation, a new ...

Super fund overhauls investment direction

JAMIE WILLIAMSON  |  MONDAY, 21 NOV 2022
... outcomes. It will also introduce a loyalty program to help members save on fees. The fund, which is a sub-plan of the Tidswell Master Trust and also operates Student Super, is closing its Cash investment option. This is a significant move for the fund ...

J.P. Morgan enters local ETF market

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2022
... income, while also addressing inflation risk for investors. JEPI tracks the S&P 500 index and feeds directly into the US Master Fund that was launched in May 2020. It's the fastest active ETF to reach US$13 billion and has seen US$3.5 billion in ...

Affordable housing in Budget spotlight

JAMIE WILLIAMSON  |  TUESDAY, 25 OCT 2022
... million women. We are always open to opportunities that can provide them with long-term financial benefits." Meanwhile, Master Builders Australia committed to working with government and other signatories to meet the Accord's goals. "We thank the ...

BUSSQ sees strength in niche super

ELIZABETH FRY  |  FRIDAY, 30 SEP 2022
... joined the board of the Queensland-based construction industry superannuation fund after being invited by the Queensland Master Builders as the employer representative. He was subsequently nominated chair when Masters stepped down in June. While he concedes ...

Dixon Advisory pays $7m for poor advice

JAMIE WILLIAMSON  |  TUESDAY, 20 SEP 2022
Dixon Advisory will pay $7.2 million for providing inappropriate advice and not meeting client best interests obligations. The Federal Court found that six Dixon Advisory representatives did not act in the best interests of eight clients on 53 occasions. ...

The time is right: AFA chief

CASSANDRA BALDINI  |  FRIDAY, 2 SEP 2022
The proposed merger between the Association of Financial Advisers (AFA) and Financial Planning Association of Australia (FPA) has seen a mixed response, with many questioning the timing, but Phil Anderson says it's the right time. The idea of the ...

Insignia appoints product, insurance heads

ANDREW MCKEAN  |  FRIDAY, 2 SEP 2022
Insignia Financial has made two appointments to its master trust and insurance product team. Gideon Lipman joins the company as head of product, master trust and Insurance. Lipman has more than 18 years of experience in the wealth management industry ...