The latest issue of Financial Standard now available as an e-newspaper
|Showing 21 - 30 of 100+ results for "Adviser"|
|The Financial Planning Association of Australia unveiled its shortlist of finalists for the upcoming FPA Awards. The ninth annual FPA Awards recognise the outstanding achievements of financial planners, paraplanners, university students and FPA professional ...|
|Financial services platform myprosperity launched its latest technology offering for financial advisers. The service is called Rooms and aims to create a collaborative, fully digital service where households and businesses can connect with financial ...|
|Ignition Advice has appointed a senior adviser to provide its senior management with guidance in executing not only its business strategy in Asia Pacific but also its global pension fund strategy. Andrew Baker is currently a director of global advisory ...|
|The reforms proposed by the Financial Services Council could reduce the time and cost to produce financial advice by more than 30% respectively. Modelling provided by KPMG Australia estimates that advisers incur $5334 to provide advice and spend 23.9 ...|
|... account record. "We're proud to be part of Shaw and Partners' growth journey and grateful for the opportunity to support its adviser and client network. Shaw and Partners is effectively leveraging multiple aspects of the LAB Group offering, deriving ...|
|... he has also held senior roles at AMP, Bell Potter WA, Austock and Macquarie Bank. Meanwhile, McCallum was a financial adviser and director of Hobart-based firm Knox Financial. He was also a practice manager and financial adviser at Directions Wealth ...|
|The regulator is taking Diversa Trustees to court over failing to maintain oversight of a now banned financial adviser. Diversa is the trustee for $1 billion Future Super, Mason Stevens Super, ING Super and MAP Master Super - later known as OneSuper ...|
|Six separately managed accounts from Dimensional and Pendal have been made exclusively available on Macquarie Wrap. The Dimensional Sustainability Balanced Model Portfolio, the Dimensional Sustainability Growth Model Portfolio and the Dimensional Sustainability ...|
|In a bid to expand nationally, Fiducian has helped one of its practices acquire clients with $38 million in funds under advice. Fiducian said it assisted the unnamed practice based in the Albury/Wodonga area by providing support services worth $360,000. ...|
|Knowing more about financial issues related to ageing will ensure success for financial advisers in the years to come, according to more than half of all CFP professionals. The Financial Planning Standards Board recently surveyed 4250 certified financial ...|
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The September financial adviser exam pass rate was stable at 60% but continues to fall below the overall pass rate of 88.5%.
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The House of Representatives Standing Committee on Tax and Revenue has released a report aimed at overhauling Australia's corporate bond market.
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Future Fund's latest portfolio update shows the sovereign wealth fund is just shy of hitting $200 billion.
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Share trading platform Superhero will take the $40 million it has raised this year to expand into New Zealand by mid-2022.
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