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Showing 3461 - 3470 of 9818 results for "Advisers"

Pendal profits plunge, advisers remain positive

KANIKA SOOD  |  THURSDAY, 2 MAY 2019
... profits was largely due to fee revenues: performance fees were down 91% while the base fees were down 4%. Australian advisers and wealth firms constitute $7.9 billion of the roughly $100 billion that Pendal has in funds under management. Group chief ...

ASIC suspends advice group AFSL

ELIZABETH MCARTHUR  |  THURSDAY, 2 MAY 2019
... consulting, digital transformation and outsourcing. He is also the founder of Nuclear CRM, an online platform for financial advisers to manage their business. His LinkedIn states that he was director at J&A Wealth Management, which was deregistered by ...

Industry funds announce $26bn joint venture

KANIKA SOOD  |  WEDNESDAY, 1 MAY 2019
... friends. We went to get advice and to identify the extent to which this was possible," Fairley said. There was no external advisers like investment banks, apart from the big four accounting firms. The journey was smoothed by the overlap between the two ...

Colonial First State removes funds

KANIKA SOOD  |  TUESDAY, 30 APR 2019
... will charge around 0.34%. "We have seen a significant increase in demand for index funds over recent years, with 80% of advisers now using index investments due to the benefits they provide members, including lower cost, diversification and simplicity," ...

Netwealth opens new office, grows team

ELIZABETH MCARTHUR  |  MONDAY, 29 APR 2019
... superannuation, retirement, investment and managed account solutions to investors and financial intermediaries including financial advisers, private clients and high net worth firms.

Rush of advisers sign up before FASEA deadline

ELIZABETH MCARTHUR  |  FRIDAY, 26 APR 2019
The final quarter of 2018 saw more than 4000 financial advisers sign up to ASIC's Financial Adviser Register. According to a Rainmaker analysis of ASIC data, an extra 4037 financial advisers registered as authorised representatives to meet FASEA's ...

Super tax strategies a hot topic

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 APR 2019
AMP's technical superannuation adviser support team saw a rise in the number of advisers querying tax deductions for personal superannuation contributions last month. Data from more than 2090 calls made by advisers last month showed more clients were ...

One third of Australians trust robo-advice

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 APR 2019
... sector, as many Australians distrust in human advisors has mushroomed in the wake of the Royal Commission." Financial advisers in particular need to focus on rebuilding public trust in the digital age, he added. "They have lost their voice and partially ...

Sargon named trustee for new super fund

HARRISON WORLEY  |  TUESDAY, 23 APR 2019
... has been designed to enable PPS Mutual to offer a "complete" life insurance solution through its accredited financial advisers. PPS Mutual said the fund would allow its members to fund their insurance premiums through their accumulation super fund account. ...

ASIC bans Gold Coast adviser

ELIZABETH MCARTHUR  |  TUESDAY, 23 APR 2019
... trading but chose to do so anyway. ASIC's decision to ban Peters reflects the regulator's intention to remove financial advisers from the industry who do not comply with the law. Peters may choose to appeal to the Administrative Appeals Tribunal for ...