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

Search Results

Showing 21 - 30 of 90 results for "Financial Professionals"

HUB24 to acquire Class

JAMIE WILLIAMSON  |  MONDAY, 18 OCT 2021
... empower better financial futures for Australians and provide a unique range of products and services for financial professionals and their clients," he said. The transaction is subject to relevant regulatory approvals.

myprosperity launches new platform

ELIZABETH MCARTHUR  |  WEDNESDAY, 13 OCT 2021
... Xero, FYI, BGL, Xplan and Midwinter. The firm has more than 55,000 households onboard to connect with financial professionals. Since the beginning of 2021, myprosperity said platform has seen more than a 100% increase in logins with more accountants ...

FASEA urges advisers to maximise exam sittings

ELIZABETH MCARTHUR  |  MONDAY, 11 JAN 2021
... maximise the number of attempts they make. In correspondence with the Association of Independently Owned Financial Professionals (AIOFP), FASEA chief executive Stephen Glenfield confirmed advisers who sit the exam in January or March can have up to three ...

Advice associations join forces

ANNABELLE DICKSON  |  WEDNESDAY, 9 DEC 2020
The Association of Independently Owned Financial Professionals (AIOFP) has formed a strategic alliance with Tax & Super Australia (TSA) in a bid to have a louder voice when lobbying for the industry. The alliance will have a membership base of 10,000 ...

Advisers shift to ETFs from active managers: VanEck

ELIZA BAVIN  |  TUESDAY, 29 SEP 2020
... potentially being more effective in helping their clients achieve their investment objectives." VanEck said most financial professionals use smart beta strategies for global equities (77%) and Australian equity (70%) exposure. In addition, the survey ...

SMSF changes unlikely to mushroom new funds

KANIKA SOOD  |  FRIDAY, 25 SEP 2020
... The submission also said the people most likely to benefit from relaxing SMSF maximum members would be financial professionals serving the sector. She draws the conclusion from her past co-research with found only 22% thought of starting an SMSF on their ...

Index manager, friend charged for insider trading

KANIKA SOOD  |  TUESDAY, 22 SEP 2020
... the US Attorney's Office for the Eastern District of New York announced criminal charges against Yang. "Financial professionals and other employees entrusted with confidential, market-moving information are prohibited from using that information for ...

Calls for consent forms, opt-ins to be scrapped

ELIZABETH MCARTHUR  |  TUESDAY, 18 AUG 2020
... have thrown their weight behind a radical policy suggestion from the Association of Independently Owned Financial Professionals (AIOFP). The dealer groups put their names to a document by AIOFP executive director Peter Johnston which included the suggestion ...

Favour turns to active management

ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
... in Australia believe the current market is more favourable to active portfolios. Natixis surveyed 2700 financial professionals, including wealth managers, registered investment advisors, financial planners and independent broker/dealers, in 16 countries ...

Pessimism strikes Australia, US optimistic

ELIZA BAVIN  |  WEDNESDAY, 17 JUN 2020
Financial professionals in the United States are optimistic about a market recovery, while pessimism is highest in the Asian region where professionals are forecasting double-digit losses, according to Natixis. In its most recent Natixis Investment ...