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Showing 521 - 530 of 1075 results for "Worley"

Time ticks by on FASEA approvals

HARRISON WORLEY  |  THURSDAY, 16 MAY 2019
The Financial Adviser Standards and Ethics Authority has been forced to admit it will miss its own deadline for the approval of several graduate diplomas and bridging courses submitted for accreditation. According to FASEA, 14 graduate diplomas and ...

ATO guides SMSFs on PYSP changes

HARRISON WORLEY  |  THURSDAY, 16 MAY 2019
The Australian Tax Office has provided guidance on how self-managed superannuation funds might be affected by the Protecting Your Super reforms. The ATO confirmed to SMSF investors that the raft of changes - introduced as part of the Protecting Your ...

No single solution for advice: CFA

HARRISON WORLEY  |  TUESDAY, 14 MAY 2019
CFA Societies Australia believes Australia's financial advice industry needs a series of policy reforms and changes to rebuild trust. Together with the CFA Institute, CFA Societies Australia released policy recommendations in response to the Royal ...

OneVue, Mainstream automate cross-platform transfers

HARRISON WORLEY  |  TUESDAY, 14 MAY 2019
OneVue and Mainstream Group have partnered with Calastone to help financial advisers seamlessly move assets from one platform to another. The process enables the transfer of beneficial ownership of securities from different custodians without having ...

SMSF gender gap reduces over time

HARRISON WORLEY  |  TUESDAY, 7 MAY 2019
Latest research from Class shows the superannuation gap between men and women reduces over time in SMSFs yet remains significant. According to the self-managed super administrator, men have a 42% higher average balance than women when SMSFs are established. ...

Lonsec to acquire in-house managed account offerings

HARRISON WORLEY  |  TUESDAY, 7 MAY 2019
Lonsec is looking to help financial advisers transition away from conflicted advice models by acquiring their in-house managed portfolios. Lonsec is offering to purchase in-house managed portfolio solutions from advice licensees, allowing advisers to ...

Morningstar director joins BondAdviser

HARRISON WORLEY  |  MONDAY, 6 MAY 2019
A Morningstar director has joined BondAdviser as the firm plans to build out its investment management capability. BondAdviser confirmed John Likos has joined as director of investment management. Most recently director of equity and credit research ...

Name and shame super sectors: AIST

HARRISON WORLEY  |  MONDAY, 6 MAY 2019
The Australian Institute of Superannuation Trustees wants Australian Financial Complaints Authority to report which superannuation sectors are most complained about. In a submission to AFCA's consultation paper on proposed arrangements for comparative ...

Super, life risk face election test

HARRISON WORLEY  |  MONDAY, 6 MAY 2019
Superannuation is in the firing line once again as Australia prepares to head to the polls, with industry stakeholders calling for greater certainty over the future of superannuation reform. Campaigning in the lead up to the Federal election has once ...

Challenging conditions sting IOOF

HARRISON WORLEY  |  FRIDAY, 3 MAY 2019
IOOF recorded net inflows in the third quarter, but its performance suffered in comparison to the prior corresponding period. The embattled wealth manager recorded net inflows of $337 million in funds under management, administration and advice for ...