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Showing 561 - 570 of 2687 results for "Practices"

BT, Striver partner to tackle adviser shortage

CASSANDRA BALDINI | WEDNESDAY, 12 APR 2023

... profession. The program includes more than 20 events across Australia, attended by graduates and representatives from advice practices. BT said two virtual speed networking events have been held in Sydney and Brisbane to date, which has resulted in 85 ...

Financial Advice Association Australia officially launches

KARREN VERGARA | MONDAY, 3 APR 2023

... vast majority of financial advisers in the Australian market, as we work towards ensuring better outcomes for advice practices and their clients," Veitch said. Sharpe thanked Perera for his work as the AFA national president and commitment to bringing ...

Taskforce exposes rising dangers for retail investors

ANDREW MCKEAN | FRIDAY, 31 MAR 2023

... technical language, lengthy and non-user-friendly formatting, and delivery methods. "Scams, misconduct, and harmful practices targeting retail investors do not respect borders," ASIC chair Joe Longo commented. "In our own domestic experience, we see ...

Rating the rating houses: How much do advisers rely on fund research?

KARREN VERGARA | FRIDAY, 31 MAR 2023

... single, forward-looking rating for financial advisers, AFSLs and investors to use. Badenach said most financial advice practices adopt a preferred investment approach with their clients, whether it's strategic or dynamic asset allocation and so forth ...

Betashares launches practice development offering, appoints head

CASSANDRA BALDINI | FRIDAY, 31 MAR 2023

... hope that financial advisers around Australia will leverage the purpose-built resources to help grow and scale their practices." Commenting on his appointment, Riscalla added he's excited to work closely with financial advisers around Australia and ...

Risk clients, practices worth more: Radar Results

CASSANDRA BALDINI | TUESDAY, 28 MAR 2023

Financial advice practices specialising in risk insurance are gaining higher price multiples on clients and are selling for up to $1.5 million as demand rises and supply drops. Radar Results' latest insights show price multiples on risk insurance ...

Super reform "takes away the right to be tax exempt"

ANDREW MCKEAN | TUESDAY, 28 MAR 2023

... taxpayers to pay tax on the growth of their fund's assets before they are sold, deviating from standard taxation practices. Heffron also highlighted the possibility of taxpayers paying tax on capital gains their funds never received. In some instances ...

The seven global megatrends to watch: CSIRO

CHLOE WALKER | MONDAY, 27 MAR 2023

... trends and weighing in to help consumers think about these decisions, is transparency around sustainability and ethical practices," she said. "So, these trends are in part driven by consumers increased access to information, but also the importance of ...

DASH lands venture capital investment

ANDREW MCKEAN | WEDNESDAY, 22 MAR 2023

... who have been dealing with the status quo. He further emphasised that as technology innovation is implemented within practices, financial advice will become more accessible to a greater number of Australians. Co:Act also holds the view that DASH will ...

AFA, FPA unveil joint roadshow theme

JAMIE WILLIAMSON | TUESDAY, 21 MAR 2023

... industry knowledge. "Most of all it's a great opportunity for peer-to-peer learning and acquiring new ideas and best practices." The keynote presentation will be delivered by Mark 'Squiz' Squirrell, a member of the Australian Special Forces who also ...

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Praemium's new leadership toughens earnings yardstick

RIDDHIMA TALWANI

Praemium's new leadership will be keeping a close eye on costs, with new chief executive Denis Orrock noting he will make sure the technology upgrade underway translates into stronger earnings and better returns for shareholders.

Australian Ethical FUM drops by $70m

RIDDHIMA TALWANI

Australian Ethical saw a net outflow of $100 million in its investment business in the first quarter of the financial year.

Perennial expands wholesale offer for pre-IPOs

MATTHEW WAI

Perennial Partners is launching a new strategy for wholesale investors to capitalise on global pre-IPO opportunities, requiring a minimum investment of $100,000.

Macquarie wealth investment chief to depart

MATTHEW WAI

Macquarie chief investment officer for wealth will take on a new role at a New Zealand-based investment management firm after serving in the position for close to three years.

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Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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Effie Dimitropoulos

Chief executive

AUDD

Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

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David Sharpe

CHAIRMAN
FINANCIAL ADVICE ASSOCIATION AUSTRALIA

A family man, business owner, cricket fanatic and financial adviser, David Sharpe has many facets. One of his biggest legacies, as he steps down as chair of the Financial Advice Association Australia, is leaving the profession stronger than he found it.

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