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

READ NOW

Search Results

Showing 421 - 430 of 433 results for "Financial advisor"

BT's Corporate Super cup runeth over

... the inflows came from the Westpac financial planning and advice channel and 47 per cent came from the external financial advisor market. BT Financial Group's director of corporate superannuation, sales Geoff Peck attributes the increase in inflows to ...

Medical insurance is as easy as ABC

Financial advisors will soon receive a guide of medical definitions developed by Aviva Australia. The guide has been developed to assist people choosing an insurance product and want to understand more of the risks that insurance can cover and the protection ...

Exchange Traded Funds on the road

A national roadshow will be launched to highlight the benefits of exchange traded funds (ETFs). The roadshow has been organised by the ASX, SsgA and Citigroup and will include an educational program aimed at financial planners, advisors and accountants. ...

Beware the cold calling con artist

... August and September 2004. The usual method of operation for the scams is for a person based overseas to act as a financial advisor or stockbroker and make contact with investor either on the phone or via email with promises of high returns from non-existent ...

Next generation software from IWL

IWL has launched the revised version of its financial advisory software VisiPlan 7.0. IWL general manager of financial advisory solutions Ross Johnson said the software is aimed at providing an integrated approach to wealth management by incorporating ...

Investors win damages case for bad advice

AAP | WEDNESDAY, 30 JUN 2004

A group of investors has won a damages action in a Victorian court against a financial advisory service, claiming losses of up to $30 million in investment schemes. In a judgment handed down yesterday in the Victorian Supreme Court, Justice Phillip ...

HFA Group releases results of advisor survey on absolute return funds

Australia's financial advisors are confident equity markets will continue to improve over the coming year, but see a growing role for absolute return strategies to protect investors' from potential market falls, according to HFA Research, a division ...

Distributor sees continued growth in non-advisory services

Non-advisory online platform services will be underpinned by rapid growth in do-it-yourself (D-I-Y) super, according to Michael Lannon, managing director of 20/20 Funds Direct Invest. The claims follow the recent departure of National Australia Bank's ...

Macquarie provides solution for FSR compliance

Macquarie Bank has provided a solution for financial advisory businesses that require a $20,000 Performance Bond in order to apply for a new Australian Financial Services Licence (AFSL) for compliance with the Financial Services Reform Act (FSRA). The ...

Saunders agrees to new challenges

Challenger Financial Services Group has announced the appointment of Caroline Saunders to the role of Head of Manager Research and Alliances. Ms Saunders was formerly the head of Assirt, but resigned after the research consultant was brought under the ...

PAGE:

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.

Videos

Brought to you by

Strength amid noise

A guaranteed future

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

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

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

Follow the leaders

The market has changed. The opportunity hasn't.

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

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.

READ MORE

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.

READ MORE

Industry Events

MORE INDUSTRY EVENTS

JUL

Advisers Big Day Out - Hobart

Featured Profile

MORE PROFILES

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.

READ MORE