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Showing 31 - 40 of 100+ results for "Adviser"

Focus acquires sixth advice firm

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
A Brisbane-based financial advice firm is the latest to join the Focus Financial Partners global network. MISSO Wealth Management is a self-licensed advice firm catering to high and ultra-high-net-worth clients. After signing a definitive agreement ...

Private equity firm divests Zenith

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
... together two fund data and research providers in Europe and the APAC region with a complementary set of asset manager and adviser-focused services. Zenith acquired Chant West in 2020 following a legal stoush.

PFAN appoints chair, deputy

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... Australians living with serious illness and/or disability by providing pro bono financial advice. Beswick is a senior financial adviser at FMD Financial and is a committee member at the Financial Planning Association's Melbourne chapter. She takes over ...

Industry calls for expanded CSLR

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
Professional associations and consumer groups have banded together to lobby for a stronger compensation scheme of last resort ahead of its expected legislation in the coming weeks. The Financial Planning Association of Australia, Association of Financial ...

Copia hires from BT

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... manager at BT Wrap and national manager, network development manager - BT Group Licensees. Black was previously a financial adviser at Davidson Financial Group and a distribution manager at Colonial First State. "We're delighted to have Greg join our ...

Challenger adds market-linked annuity

ANNABELLE DICKSON  |  TUESDAY, 5 OCT 2021
Challenger Life has updated its annuities offering with a range of market-linked options in an attempt to overcome longevity risk and provide financial advisers with more retirement solutions. Ahead of the legislation of the Retirement Income Covenant ...

Aussies stick with DIY advice

KARREN VERGARA  |  TUESDAY, 5 OCT 2021
The majority of Australians continue to control their finances rather than seek the help of a professional adviser, new research suggests. The survey of 2005 respondents canvassed by the Financial Planning Association of Australia's annual Money & Life ...

HNW advice firm opens to retail investors

KARREN VERGARA  |  TUESDAY, 5 OCT 2021
... invest is led by the firm's partner Kane Baranow, office and communications manager Tom Hamilton and senior investment adviser Michael Turner.

AIOFP petitions to delay DDO, annual renewal

KARREN VERGARA  |  FRIDAY, 1 OCT 2021
The Association of Independently Owned Finance Professionals is calling on lawmakers to delay two major financial advice reforms until 2022 by launching an online petition. The AIOFP is seeking to delay the Design and Distribution Obligations and consent ...

Loomis Sayles lists active ETF

KARREN VERGARA  |  FRIDAY, 1 OCT 2021
Loomis Sayles launched its unlisted global equity strategy on the ASX today as an active exchange-traded fund. The Loomis Sayles Global Equity Fund (ASX: LSGE) is a separate class of units in the unlisted Loomis Sayles Global Equity Fund. The latter ...