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Showing 431 - 440 of 602 results for "SARA"

Consumer data right for open banking delayed

ALLY SELBY  |  FRIDAY, 20 DEC 2019
The ACCC has delayed the launch of consumer data right (CDR) for the banking sector to July 2020, postponing key components of the reform that would have allowed the kick-off of open banking in Australia by February next year. Consumers will now be ...

Clime launches new income fund

KANIKA SOOD  |  TUESDAY, 3 DEC 2019
Clime Investment Management has partnered with Sequoia to launch a new fund that aims to provide a yearly income of 8%. The Clime Income Enhancer Series 1 fund will invest in four shares: Macquarie, Rio Tinto, Treasury Wines and BHP. "If any of these ...

Financial planning pioneer to speak at FPA Congress

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
Mitch Anthony, who pioneered life-centered financial advice, will address the annual FPA Congress next week. He spoke to Financial Standard about what advisers can expect from his session. Mitch Anthony has been a thought leader in financial planning ...

How personality tests add value in advice

ELIZABETH MCARTHUR  |  THURSDAY, 21 NOV 2019
Two financial advisers in Sydney say they are on to the next big thing - helping clients succeed through rigorous, double-blind, scientifically backed personality tests. Tristan Scifo and Harry Goldberg at Purpose Advisory offer Personality Typing Coaching ...

Advice group chief executive to depart

JAMIE WILLIAMSON  |  THURSDAY, 31 OCT 2019
The long-serving chief executive of a boutique financial advice group will exit the business next month. Profile Financial Services has confirmed the resignation of its chief executive Sarah Abood. Abood first took leadership of the privately-owned ...

AustralianSuper appoints group executives

KANIKA SOOD  |  WEDNESDAY, 23 OCT 2019
The $170 billion superannuation fund has announced two group executive appointments to newly created roles. Paul Schroder is taking the role of AustralianSuper's chief risk officer. He was most recently the group executive, strategy brand and reputation ...

First State Super announces key appointments

ELIZA BAVIN  |  WEDNESDAY, 9 OCT 2019
The $100 billion super fund announced Sarah Forman and Peter Chun will join the executive team. Forman will take up the role of group executive advice this month, while Chun has been appointed group executive member growth from January 2020. Forman ...

Boutique AFSL acquires advice practice

JAMIE WILLIAMSON  |  THURSDAY, 5 SEP 2019
A boutique financial advice group has acquired a Parramatta-based firm focused on risk advice. Profile Financial Services has acquired Orion Financial Group, a risk-focused advice practice established 35 years ago in Parramatta. The Orion Financial ...

AFA Foundation headed for milestone

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
The AFA Foundation is heading towards an enormous milestone, anticipating $2 million donations in 2019. The AFA Foundation may well reach over $2 million in donations this year, with much of it donated by the association's adviser members, AFA Foundation ...

Shock win leaves investors worse off

HARRISON WORLEY  |  MONDAY, 3 JUN 2019
Investors who chose to rebalance their portfolios in anticipation of a Labor victory in the Federal election now find themselves at a critical junction: to revert to an Australian equity focus or accept a more balanced portfolio that rejects excess ...