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

READ NOW

Search Results

Showing 21 - 30 of 52 results for "TAA"

Banks should pay advice exit levy: TAA

ANNABELLE DICKSON | THURSDAY, 18 MAR 2021

The Advisers Association (TAA) is calling on the government to mandate major banks and institutions pay an exit levy upon leaving the advice industry to provide relief for financial advisers and mitigate the increasing levy. Earlier this month the Australian ...

Advisers file class action against AMP

JAMIE WILLIAMSON | WEDNESDAY, 29 JUL 2020

... business here. AMP is currently facing two other class actions. Speaking to Financial Standard, The Advisers Association (TAA) chief executive Neil Macdonald said its AMPFP members are relieved the action has been filed. "A lot of our members are just ...

New appointment to TAA board

ELIZABETH MCARTHUR | THURSDAY, 2 JUL 2020

The Adviser's Association (TAA) has made a new appointment to its board. Jennifer Mogg, operations manager, company secretary and a director of Invest Blue, has joined the board. Invest Blue is an advice firm licensed by AMP Financial Planning. TAA ...

Advice groups criticise rushed legislation

ELIZABETH MCARTHUR | WEDNESDAY, 4 MAR 2020

... focussed solely on individual financial advisers and mortgage brokers," the AFA said. Meanwhile The Advisers Association (TAA), formed when the AMP Financial Planning association merged with Hillross Financial Services association, called the legislation ...

Random questions forge deep connections

HARRISON WORLEY | WEDNESDAY, 10 OCT 2018

First time attendees to the Association of Financial Advisers' National Adviser Conference learned it only takes a few questions to create deeper connections with clients. At a dedicated session, first time delegates were asked to meet new people by ...

Multi-asset funds rated high but risk disappointment

LAURA MILLAN | WEDNESDAY, 11 NOV 2015

... approach," Morningstar said. "Alternatively, investors and advisers could consider strategies we believe demonstrate skill in TAA," the researcher added. Zenith also released its 2015 Multi Asset Sector review but warned that "many rated managers have ...

Multi-sector investments reach $555 billion

DARREN SNYDER | TUESDAY, 10 NOV 2015

... strategies is a great way to go, or investors can consider strategies we believe have skill in tactical asset allocation (TAA) and use it, and have a solid roster of well-rated underlying capabilities, like Schroder Balanced or BlackRock Global Allocation ...

Treasury Group announces double digit growth for full year

ALICE URIBE | THURSDAY, 21 AUG 2014

Treasury Group has announced double digit growth in its profits and funds under management after strong growth from RARE Infrastructure (RARE) and Investors Mutual Limited (IML) in its full year results. In a statement to the ASX the investment management ...

Treasury Group's FUM up on retail inflows

ALICE URIBE | TUESDAY, 25 FEB 2014

Strong performances from RARE Infrastructure (RARE), Investors Mutual Limited (IML) and Celeste Funds Management (Celeste) has seen Treasury Group's profits climb 30% to $7.2 million in its half year results for the six month period ending 31 December ...

Nikko AM acquires Asian equity fund manager

LAURA MILLAN | FRIDAY, 18 OCT 2013

Nikko Asset Management has acquired the Asia Pacific investment manager Treasury Asia Asset Management (TAAM). The purchase by Nikko follows their 2010 acquisition for an estimated $130 million of Tyndall Investments. Based in Singapore and Sydney ...

PAGE:

Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

Videos

Brought to you by

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

Maintaining a fundamental focus in a world obsessed with the short term

Follow the leaders

Strength amid noise

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

The market has changed. The opportunity hasn't.

A guaranteed future

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

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE