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Showing 5291 - 5300 of 18266 results for "Plan"

Advice resilient under pressure: Research

ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
Just 11% of financial advisers plan to leave the industry if the full recommendations from the Royal Commission are implemented. However, data shows the industry's outlook as a whole remains positive. This is a key finding from Investment Trends' 2019 ...

Patersons launches first SMAs

ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
Patersons Securities has launched its first separately managed account offerings. The stockbroking and wealth management firm released two SMA models this week. The models had previously been run by Patersons as in-house model portfolios. It is the ...

Fitzpatricks expands footprint

KRISTI CHENG  |  WEDNESDAY, 31 JUL 2019
Fitzpatricks Private Wealth added another practice to its growing network. Fitzpatricks told Financial Standard it bought a stake in Perth-based Stewart Symonds & Partners, representing 38 new advisers who have joined. It is one of seven new practices ...

FASEA exam results expected soon

HARRISON WORLEY  |  WEDNESDAY, 31 JUL 2019
Exam marks for the first cohort of financial advisers to sit the FASEA exam are set to be released in the coming weeks. The Financial Adviser Standards and Ethics Authority revealed it will release the results of June's inaugural FASEA exam by midway ...

Managed accounts hit milestone

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
Managed accounts have reached a growth milestone, now making up 29% of the investment market in Australia. Managed accounts funds under administration grew by 17% to $51 billion in the 12 months to March, according to Rainmaker data. Platform funds ...

Advice software firm appoints sales lead

KRISTI CHENG  |  WEDNESDAY, 31 JUL 2019
A member of Stanford Brown's business development team has landed a national sales role at a firm that specialises in wealth management software for advisers. WealthO2 has appointed Phil Anderson as national business development manager, in a new ...

Final nail in the coffin for grandfathered commissions

KANIKA SOOD  |  TUESDAY, 30 JUL 2019
The government will introduce legislation this week to end the payment of grandfathered commissions to financial advisers by 1 January 2021. Federal Treasurer Josh Frydenberg and assistant minister for superannuation, financial services and financial ...

UniSuper advice offering surges

KARREN VERGARA  |  TUESDAY, 30 JUL 2019
Demand for UniSuper's specialist advice offering has nearly quadrupled in the last five years, peaking at $13 billion in funds under advice at the end of June 2019. The $80 billion superannuation fund recently opened a member centre in Adelaide ...

SuperFriend boosts leadership

ELIZABETH MCARTHUR  |  TUESDAY, 30 JUL 2019
The workplace wellbeing partner of the superannuation industry announced several newly created executive leadership roles as part of its expansion plans. Sandy MacLeod will become general manager of insurance solutions. He joins from CommInsure where ...

IFM Investors reports $114m in FY19 profits

KANIKA SOOD  |  MONDAY, 29 JUL 2019
IFM Investors wants to invest in its business and seek out more opportunities in Australia in the year ahead, as it posts $22 billion in net flows and $114 million in pre-tax net profit for FY19. The funds management powerhouse owned by industry superannuation ...