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

Search Results

Showing 21 - 30 of 11984 results for "Adviser"

Count brings advice firm to network

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
... with. That third-party endorsement really adds weight to the decision-making process," he said. "One particular Count adviser told us they had nothing negative to say about Count and joining was the best move they ever made, making our decision a lot ...

Wealth firm gears up to change administrator

ANDREW MCKEAN  |  TUESDAY, 2 APR 2024
... product overhead and streamlines administration; all operating under the same infrastructure," he said. Predominantly an adviser-driven platform, he adds that it's crucial that the advantages for members extend to advisers, offering an interface ...

Mercer Super recruits growth lead

ELIZABETH FRY  |  TUESDAY, 2 APR 2024
A senior J.P. Morgan sales executive and relationship manager has joined Mercer Super Trust as its growth lead. In the new role, Stuart Raynes will support the super fund's growing corporate super and clients business. "Stuart's appointment ...

CSLR kicks off, 2k await compensation

KARREN VERGARA  |  TUESDAY, 2 APR 2024
The Compensation Scheme of Last Resort (CSLR) today opened its doors, ready to compensate about 2000 claimants who have long waited for redress. Inaugural CSLR chief executive David Berry told a media briefing: "We look forward to supporting a number ...

AFCA flags legal uncertainty on SMSF wholesale test

KARREN VERGARA  |  THURSDAY, 28 MAR 2024
... advice and that the trustee was responsible for all investment decisions," Sidoti said. This is on top of the financial adviser relying on wholesale certificates provided by the complainant's accountant, which stated the trustee had more than $2.5 ...

Tranche one of advice reforms hits parliament

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2024
The legislation housing the first tranche of financial advice reforms that promise to reduce red tape was introduced in parliament today. Some of the recommendations from the Quality of Advice Review (QAR) include amending ongoing fee arrangements (OFA) ...

Australia's wealthiest women not getting the advice they need

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... including their professional demands, life stage and family obligations, as well as quality advice and easy access to their adviser," the research said. "While women have worked hard to achieve a stronger position socially, professionally, and financially ...

Australian Ethical eyes small caps as play for advisers

ANDREW MCKEAN  |  FRIDAY, 22 MAR 2024
Last year, global equities significantly outperformed Australian equities, largely driven by the remarkable performance of the world's largest technology companies - dubbed the Magnificent Seven. However, Australian Ethical points to stretched valuations ...

Former Schroders chief joins private markets firm

ELIZABETH FRY  |  FRIDAY, 22 MAR 2024
A former Schroders Australia chief executive has landed at Spire Capital. Spire Capital - which has invested $2.25 billion on behalf of Australian mid-market investors - said the appointment of Sam Hallinan as a partner and shareholder comes at a time ...

Two more executives leave Morningstar

ELIZABETH FRY  |  THURSDAY, 21 MAR 2024
Morningstar has confirmed the departure of two longstanding executives from the manager research side of the business - Tim Wong and Justin Walsh. It is understood that Wong - who oversaw fixed income strategies - is set to join former colleague Tim ...