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

Search Results

Showing 3141 - 3150 of 9818 results for "Advisers"

High net worths want more: Research

HARRISON WORLEY  |  FRIDAY, 8 NOV 2019
Australia's high net worth investors are looking for more from their wealth advisers, including broader access to alternatives. The 2019 Powerwrap and Investment Trends HNW Investor Report shows 58% of HNWs have unmet advice needs, an increase of four ...

Legal fight could change super game

ELIZABETH MCARTHUR  |  FRIDAY, 8 NOV 2019
... members. McVeigh remains one of those members to this day. "Rest also works with our investment managers, investment advisers and the Australian Council of Superannuation Investors to engage with the companies and entities we invest in, and to improve ...

September FASEA exam results in

ELIZABETH MCARTHUR  |  FRIDAY, 8 NOV 2019
... and Ethics Authority has released the results from the financial adviser exam held in September, which 1697 financial advisers sat. The exam was held in eight metropolitan and nine regional centres between 19 September and 23 September. Overall, 88% ...

Former Apogee, GPS Wealth advisers banned

JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2019
... FinancialLink Group. According to the Tax Practitioners Board website, he is a member of the Association of Financial Advisers. Commenting, ASIC commissioner Danielle Press said: "Financial advisers are expected to understand their clients' personal ...

Vanguard swoops on superannuation

KANIKA SOOD  |  WEDNESDAY, 6 NOV 2019
... Vanguard's Robin Bowerman says the investment giant's planned superannuation offering will have a place for financial advisers and won't be a strictly direct-to-investor product. "We are at the start of a journey of entering the superannuation ...

ASIC freezes Sydney advisers' assets

ELIZA BAVIN  |  WEDNESDAY, 6 NOV 2019
The Australian Securities and Investments Commission have obtained consent orders and undertakings in the Supreme Court of NSW against QWL, QWL Asset Management and sole director Ross Hopkins. "ASIC commenced an investigation in relation to allegations ...

Antares hires from Gandel family office

KANIKA SOOD  |  TUESDAY, 5 NOV 2019
... The two appointments come as Antares launches a new fund, the Antares Ex-20 Australian Equities Fund. "Investors and advisers are attracted to the Ex-20 strategy given many Australians hold direct shares in many of the top 20 stocks, and are looking ...

Adviser moves show industry upheaval

ELIZABETH MCARTHUR  |  TUESDAY, 5 NOV 2019
... dealer groups in just the last three months. From July to October end, Commonwealth Financial Planning lost over 100 advisers, going from 568 to 447. Financial Wisdom, which is in the process of shuttering, lost 93 advisers, down from 322 to 229. Meanwhile ...

ASIC calls out accountants

ELIZA BAVIN  |  TUESDAY, 5 NOV 2019
... Investment Commission said it does not believe accountants provide "more compliant or better financial advice" than financial advisers. In its submission to the Review of the Tax Practitioners Board released by Treasury, the regulator said it does not ...

Morningstar bets on advice software

KANIKA SOOD  |  MONDAY, 4 NOV 2019
... users, which are mostly authorised representatives and their support staff. Morningstar, on the other hand, works with advisers through two main offerings: the Adviser Research Centre (ARC) which offers research, data and tools and Morningstar Direct ...