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Showing 411 - 420 of 574 results for Kerrie Sydee

HUB24 FUA up 84pc

KERRIE SYDEE  |  TUESDAY, 31 MAY 2016
HUB24 has reached $3 billion in funds under administration (FUA), heralding 84% growth in the past 12 months. The announcement follows three quarters of strong gross inflows for HUB24 in the 2016 financial year, with the platform having the sixth highest ...

Global equities tease income opportunity

KERRIE SYDEE  |  TUESDAY, 31 MAY 2016
Global equity income strategies, once only available to institutional investors, are now easily accessible using cost-effective ETF products as building blocks of an income portfolio. This a view presented by SPDR ETFs in a white paper released by State ...

Award-winning adviser joins APESB

KERRIE SYDEE  |  TUESDAY, 31 MAY 2016
The Accounting Professional and Ethical Standards Board (APESB) has announced the appointment of a new director, and it now sees the board have equal gender representation for the first time. Business owner and principal at Quantum Financial, Claire ...

MLC adds to advice partnerships team

KERRIE SYDEE  |  TUESDAY, 31 MAY 2016
MLC has announced the appointment of its head of practice development. Michael Downey has joined the MLC advice partnerships team, brining nearly 30 years of industry experience. Having commenced the role in late May, Downey is responsible for developing ...

Crowe Horwath acquires QLD firm

KERRIE SYDEE  |  MONDAY, 30 MAY 2016
Findex-owned national accounting and financial advisory group Crowe Horwath has acquired a Queensland accountancy firm. The Queensland arm of Moore Stephens has reached an agreement to become part of Crowe Horwath. Commenting on the agreement, Findex ...

HNW investors value role of advisers

KERRIE SYDEE  |  MONDAY, 30 MAY 2016
The Legg Mason 2016 Global Investment Survey revealed that a growing number of Australians are seeking financial advice and place a considerable amount of trust in that advice. Legg Mason surveyed 4,103 high net worth investors aged from 40 to 75 ("investors") ...

ASIC permanently bans ex-HSBC, ANZ planners

KERRIE SYDEE  |  MONDAY, 30 MAY 2016
ASIC has permanently banned two financial advisers, one from HSBC and the other from ANZ. Tak Simson Kwok was employed by HSBC Bank Australia (HSBC) from 29 September 2009 to 16 December 2013 and was responsible for providing financial advice to HSBC ...

Wellbeing significantly improved through financial literacy

KERRIE SYDEE  |  FRIDAY, 27 MAY 2016
New research suggests that financial education from a financial adviser leads to increased confidence, empowerment and minimises the negative effect of thinking about money on health and wellbeing. The whitepaper, Money, wellbeing and the role of financial ...

First SMSF app launched

KERRIE SYDEE  |  FRIDAY, 27 MAY 2016
Investment managers Elston and SMSF providers, Superfund Partners, claim to have launched Australia's first automated self-managed superannuation fund (SMSF) app, Superstash. The app will allow users to see an up-to-date view of their portfolio, its ...

Adviser Network launches SMSFit

KERRIE SYDEE  |  FRIDAY, 27 MAY 2016
Adviser Network has launched cloud-based solution SMSFit to enable licensed accountants to continue advising clients on their suitability to set up a self-managed super fund (SMSF). SMSFit will allow accountants to operate under a limited AFSL to provide ...