The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 21 - 25 of 25 results for "Qualified Advisers"

Wealthtrac launches SMSF smartphone app

ALEX DUNNIN | THURSDAY, 10 OCT 2013

... and strategic advice will be what defines the SMSF advice industry in the future. "We believe what will set qualified advisers apart from the spruikers is education and the ability to deliver advice on complex areas such as estate planning, contribution ...

Aust advisers to get dual Aust-NZ recognition

LINDA HAUSKEN | MONDAY, 2 JUL 2012

... implementation of these mutual recognition arrangements across the Tasman. FMA has granted an exemption for Australian qualified advisers allowing them to apply to be authorised financial advisers (AFAs) in New Zealand based on their existing Australian ...

Accountants attack planners over naming rights

ALISON BEVEGE | THURSDAY, 21 APR 2011

... professionals out of providing financial advice. "(Its) nothing more than a cover to exclude other equally qualified advisers such as accountants and lawyers," said Andrew Conway, chief executive of the NIA. Conway said "financial planning" could not ...

Adviser recruitment plagues super funds

RUTH LIEW | THURSDAY, 12 NOV 2009

... the major hurdles facing super funds in the post intra-fund advice relief era is attracting and maintaining qualified advisers, said an industry expert. David Anderson, business leader of Mercer's outsourcing business for Asia Pacific, told an ASFA conference ...

Coin to underpin Wealthsure

HAMISH MADDEN | TUESDAY, 25 JUL 2006

... approval from Wealthsure. "We are looking forward to a long and productive relationship providing these highly qualified advisers with the most up-to-date software solutions for their business." Customised training for Wealthsure planners in using the ...

PAGE:

Ausfood Super appoints chief executive

ELIZABETH FRY

Australian Food Super, the superannuation fund set up for employees in the meat industry, has named Michael Sykes as its new CEO.

mFunds sparked ASX outage, $1m credit issued

KARREN VERGARA

The ASX said the outage from last month largely stemmed from the now-defunct mFunds and will subsequently credit participants $1 million to make amends.

Aussie shares cost 8% more on rebalance days: Dimensional

KARREN VERGARA

Investing in the S&P/ASX 300 on a day it rebalances puts an 8% premium on share prices, a phenomenon that follows major global indices, new research from Dimensional Fund Advisors finds.

Rest appoints first-ever chief of staff

ANDREW MCKEAN

Rest has appointed a senior wealth management leader and superannuation expert from Insignia Financial to take the reins as chief of staff.

Videos

Brought to you by

Entering a new era

Under the hood

Confidence guaranteed

Gearing up

Recipe for retirement readiness

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

READ MORE

Robert Talevski

Managing Director

Activam

Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

READ MORE

Nathan Robertson

Chief Executive Officer

Alvia Partners

Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

READ MORE

Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

READ MORE

Industry Events

MORE INDUSTRY EVENTS

FEB

Advisers Big Day Out - Adelaide

Featured Profile

MORE PROFILES

Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

READ MORE