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Showing 3851 - 3860 of 22130 results for "Tim"

Casey Thompson joins First Super board

ANDREW MCKEAN  |  MONDAY, 5 SEP 2022
Casey Thompson has joined the board of First Super, replacing longstanding trustee Frank Vari. First Super chief executive Bill Watson thanked Vari for his service to fund members and welcomed Thompson as a trustee. "Casey Thompson is an outstanding ...

Increasing number of advisers look to self-licence

JAMIE WILLIAMSON  |  MONDAY, 5 SEP 2022
About 70% of the financial advisers that are looking to leave their licensee are planning to go it alone, research shows. According to Investment Trends' Adviser Business Model Report, about 70% of those looking to move in the next 12 months plan to ...

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 ...

Aligning investments to Leo's dating strategy pays off

JAMIE WILLIAMSON  |  FRIDAY, 2 SEP 2022
An index shows that if you pick your investments in the same way Leonardo DiCaprio picks his girlfriends, you'd likely be doing rather well for yourself. The Leonardo DiCaprio Large Cap Index from Index One tracks the performance of large cap US ...

Insurers are 'fishing' for non-disclosures: ASIC

ANDREW MCKEAN  |  FRIDAY, 2 SEP 2022
An ASIC review of individual disability income insurance claims has determined that more work is needed by insurers to ensure customers are protected from unfair practices. ASIC has longstanding concerns about the potential consumer harm resulting from ...

eToro launches local stocks portfolio

CHLOE WALKER  |  FRIDAY, 2 SEP 2022
From today, investors can access the AussieEconomy portfolio, an investment basket offering long-term exposure to high performing ASX-listed companies. The 35 stocks that make up the portfolio are from a variety of industries including commodities ...

APRA removes Westpac liquidity add-on

CASSANDRA BALDINI  |  THURSDAY, 1 SEP 2022
APRA has removed Westpac's liquidity add-on after finding it breached prudential standards. The 10% add-on was applied to the net cash outflow component of Westpac's liquidity coverage ratio (LCR) and will no longer be included from today. In a statement ...

Adviser exits fuel salary increases

JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2022
Ongoing uncertainty and a shrinking talent pool is driving significant salary increases for financial advisers. That's according to a recent salary guide from financial services specialist Kaizen Recruitment, saying it's seen substantial increases in ...

Latest adviser exams see 52% pass rate

JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2022
Just over half of the candidates for the July and August sittings of the Financial Advisers Exam - the final opportunities for existing advisers to pass - have been successful. In total, 628 advisers sat the exam in July and August. Of these, 76% were ...

Midwinter unveils new adviser tool

CHLOE WALKER  |  WEDNESDAY, 31 AUG 2022
Midwinter has extended its advice software with the launch of MultiGoal, a strategic goal optimisation engine for financial advisers. Advisers using Midwinter's financial advice software can now access the interactive tool to assist their clients in ...