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Showing 401 - 410 of 433 results for "Financial advisor"

CPA Aust and ICAA issue comprehensive new adviser standards

CPA Australia and the Institute of Chartered Accountants of Australia (ICAA) have jointly issued significantly enhanced Financial Advisory Standards. Chris Benson, CPA Australia's Manager of Financial Planning says the new standards are necessary because ...

Demand for reverse mortgage on the rise

After a three-month long search and consultation, financial advisory group Lonsdale has appointed three reverse mortgage providers: Bluestone Equity Release, Macquarie and OFM Investment Group to team up with its network of 170 financial advisers. Lonsdale's ...

Risk-Easy debuts with more than 120 dealers in books

In a clear sign of the growing demand for risk management outsourcing, risk advice and administration services provider Risk-Easy has signed up more than 120 dealer groups and financial adviser clients since its June launch. Risk-Easy's founding managing ...

Mariner appoints Business Development Manager

... sources of secure, regular income streams." McGrath's most recent experience comes from two years working as a financial advisor, authorised through Tandem Financial Advice. Thomas added that McGrath's experience will aim to compliment Mariner's planned ...

Babcock & Brown secures profit

Babcock & Brown has posted a net profit of $78.2 million with an increasing proportion of revenues being derived from investment management and principal investment activities. The real estate division of Babcock & Brown delivered $169.6 million in ...

CBA and APRA discuss IFRS implications

AAP | TUESDAY, 16 AUG 2005

The Commonwealth Bank of Australia (CBA) is in talks with the financial services regulator over the impact of new international financial reporting standards (IFRS) on its accounts. The bank is talking to the Australian Prudential Regulation Authority ...

Mercer grows advisory team

Mercer Wealth Solutions has chosen Richard Carey to join its financial advisory team in the capacity of financial adviser and associate of the firm. Carey brings over 20 years finance industry experience to Mercer. He has held both domestic and international ...

Aviva badges First Capital for $250 million

Aviva Australia has announced a $250 million badge for financial planning group First Capital on the Navigator investment platform. The deal is the third badged offering for the Aviva group in the last four weeks representing an expected amount of $2 ...

Aviva badges deal with HBOS

The insurance and investment arm of HBOS Australia, St Andrews will be using a badged version of Aviva's Navigator investment platform to administer its clients investments. The announcement follows Aviva's recent deal with Infocus securing a $500 million ...

Research reveals industry funds perform

Research commissioned by Industry Fund Services reveals industry super funds have outperformed for the fifth consecutive quarter generating more dollars for members compared with retail master trusts. The review undertaken by SuperRatings looked at ...

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Global X awards mandate for ETF business

ELIZA BAVIN | 12:33PM

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA | 11:56AM

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI | 11:09AM

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA | 12:20PM

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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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.

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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 ...

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Effie Dimitropoulos

Chief executive

AUDD

Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

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Advisers Big Day Out - Hobart

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Brian Redican

CHIEF ECONOMIST
NEW SOUTH WALES TREASURY CORPORATION

What makes an economist an economist? TCorp chief economist Brian Redican reflects on over three decades of navigating Australia's economic cycles. Riddhima Talwani writes.

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