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Showing 31 - 40 of 886 results for "Charter"

FAAA expands specialist education programs

MATTHEW WAI  |  THURSDAY, 7 AUG 2025
The Financial Advice Association Australia (FAAA) is looking to expand its Approved Specialisations Program, urging eligible education providers to sign up. The program has historically included specialisations in aged care, life risk and the Fellow ...

Former fund investment chief joins JANA

MICHELLE BALTAZAR  |  THURSDAY, 31 JUL 2025
Leading asset consultant JANA boosts its not-for-profit (NFP) consulting ranks with its recent hire. Linda Trusler joined JANA Investment Advisers as senior consultant this month, focusing on the institutional client base of the group in the NFP sector. ...

One third of advisers use 'Big 3' platforms: Rainmaker

KARREN VERGARA  |  THURSDAY, 24 JUL 2025
... Financial Planning had the largest number of new adviser registrations of 51. Alliance Wealth registered 42 advisers, while Charter Financial Planning added 33 new ones. All in all, there were 15,456 ASIC-registered financial advisers at the end of FY25. ...

Australian Ethical MySuper returns 10.5%

JAMIE WILLIAMSON  |  TUESDAY, 22 JUL 2025
... through periods of market volatility. "It also means we favour future-focused investments that in line with our Ethical Charter seek to do good by people, animals and planet, and importantly that will have a place in our world for many decades to com ...

Platinum executives depart amid merger talks

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
Three executives at Platinum Asset Management have departed as the asset manager finalises its merger with L1 Capital. Platinum's head of investment Douglas Isles and head of institutional distribution Charlie Brooks have both exited the business ...

Australia's largest real estate fundie pulls ahead of the pack

ANDREW MCKEAN  |  TUESDAY, 24 JUN 2025
... largest real estate fund manager has widened its lead over competitors in the past year, according to a new industry survey. Charter Hall cemented its spot at the summit, continuing its reign as the nation's largest real estate manager with $83 billion ...

Firms rebuffing AFCA determinations should be named: FAAA, professional bodies

KARREN VERGARA  |  TUESDAY, 17 JUN 2025
The Financial Advice Association Australia (FAAA) and four other professional bodies are urging the Australian Financial Complaints Authority (AFCA) to name and shame financial firms that fail to follow through on a determination as more than 60 have ...

$15m crypto scam costs former adviser 10 years

JAMIE WILLIAMSON  |  THURSDAY, 12 JUN 2025
A former financial adviser that redirected $14.8 million in client and family funds into a crypto scam has been banned for 10 years. Glenda Rogan of Wollongong and Sutherland Shire allegedly transferred at least $14.8 million of funds invested by clients ...

Industry groups hammer out guidance on tax-deductible advice fees

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
The Financial Advice Association Australia (FAAA), in consultation with leading accounting bodies, has released new guidance on tax-deductible advice fees. The guidance follows the release of the ATO Tax Determination in September last year, which the ...

'Tensions' identified between FAR and other requirements

ELIZA BAVIN  |  MONDAY, 26 MAY 2025
The chief executives of several superannuation funds sat down with ASIC and APRA for a roundtable to discuss key issues related to the Financial Accountability Regime (FAR). As part of the discussions, the super fund chiefs emphasised the importance ...