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

Search Results

Showing 3211 - 3220 of 9818 results for "Advisers"

National Seniors partners with retirement funder

HARRISON WORLEY  |  FRIDAY, 27 SEP 2019
... enough super savings to provide sufficient income throughout retirement," Funder said. "We've fielded calls from financial advisers, brokers and aged care advisers, as well as individuals, looking to access home equity for a range of purposes." Earlier ...

AMP, HESTA, Hostplus lose out in ratings

STAFF WRITER  |  THURSDAY, 26 SEP 2019
... Investment Week, with some surprising results. The co-op rates superannuation and investment funds by asking the individual advisers that make up the group to give each fund a rating out of five based on how likely they would be to recommend it to an ...

Evidence of "pay to play" in US pension consulting

KANIKA SOOD  |  WEDNESDAY, 25 SEP 2019
... of rules reigning such behavior in 2011. "Further consistent with a pay to play explanation, the results are driven by advisers whose political contributions are made by senior officers likely to be involved in capital raising for the firm including ...

Results of ASIC MDA review imminent

ELIZABETH MCARTHUR  |  WEDNESDAY, 25 SEP 2019
... Several sources in the industry confirmed ASIC seems to suspect some of those "drivers and motivations" could be financial advisers hoping to earn fees. IMAP said in its submission to ASIC: "One of the concerns about the development of managed account ...

Adviser cops three-year ban

KANIKA SOOD  |  WEDNESDAY, 25 SEP 2019
... and other qualifications in SMSFs, mortgage broking and finance. He is also a member of the Association of Financial Advisers, according to ASIC's Financial Adviser Register. He started as a financial adviser in 2012 and worked for a number of licensees ...

Technology coming for advice jobs

ELIZABETH MCARTHUR  |  WEDNESDAY, 25 SEP 2019
... opportunity to transform the delivery of advice for retirement," Rice Warner said. The research maintained: "Human financial advisers will remain relevant for a very long time, but successful funds will leverage technology to augment the delivery of ...

IOOF completes Ord Minnett sale

JAMIE WILLIAMSON  |  TUESDAY, 24 SEP 2019
... was a consortium of investors led by current Ord Minnett executives. The business is home to more than 250 financial advisers and has over $10 billion in funds under advice. It follows an announcement of the intention to divest on June 27. At the time ...

AMP launches fee calculator

KRISTI CHENG  |  TUESDAY, 24 SEP 2019
AMP has launched a new fee calculator allowing financial advisers and clients to produce fee calculations for its MyNorth wrap platform. Through a web-based calculator, advisers and clients enter their intended investment amount in either their super ...

Morgans snaps up CommSec Advisory business

ELIZA BAVIN  |  TUESDAY, 24 SEP 2019
... undisclosed sum, after winning a tender conducted by the Commonwealth Bank of Australia. There are about 18 financial advisers in the team who collectively manage around $4 billion on behalf of clients. Both Morgans and CommSec confirmed the sale. "CommSec ...

Global manager names regional director

KRISTI CHENG  |  TUESDAY, 24 SEP 2019
... after more than 17 years' experience in ESG leadership roles. She has also served as managing director of Sustainability Advisers and was previously manager sustainability investments for VicSuper. Her responsibilities will include the integration of ...