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Showing 7271 - 7280 of 22140 results for "Tim"

Advisers better learn what women want: Research

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 DEC 2019
New research from Allianz Retire+ suggests that if financial advisers want to keep clients happy and gain referrals, they need to better understand the advice needs of women. The research, which looked at the 10 years before retirement and in retirement ...

Active ETF review results imminent

KANIKA SOOD  |  WEDNESDAY, 11 DEC 2019
ASIC will meet with key players in the active ETF space this afternoon and is expected to release the findings of its review of the sector as early as this evening. The corporate regulator has invited product issuers, market makers and the exchanges ...

Platform appoints TPB director

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 DEC 2019
A director of the Tax Practitioners Board has joined the board of a managed accounts provider and platform. Julie Berry will replace Peter Brook as a non-executive director at Xplore Wealth. She has been a director of the Tax Practitioners Board for ...

Integration of super advice business completes

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 DEC 2019
The integration of StatePlus into $77 billion industry fund First State Super is being tied up. The ASIC Financial Adviser Register showed hundreds of StatePlus financial advisers as 'ceased' earlier this week. This was an administrative action as StatePlus ...

Industry fund pushes for simpler super splitting

ELIZA BAVIN  |  WEDNESDAY, 11 DEC 2019
One of the nation's largest super funds has joined forces with Women's Legal Service Victoria (WLSV) to simplify the process of splitting super assets. HESTA said it is working with WLSV to remove barriers preventing women from claiming their fair share ...

ASIC suspends Melbourne-based AFSL

ELIZA BAVIN  |  WEDNESDAY, 11 DEC 2019
ASIC has suspended the AFSL of Melbourne-based financial services provider Australian Golden Securities until May 2020. ASIC said the licence has been suspended over concerns the company is not meeting its obligations as an AFS licensee. The regulator ...

AMP welcomes former PwC partner

ELIZA BAVIN  |  WEDNESDAY, 11 DEC 2019
AMP has announced changes to its board, with the appointment of a former PwC partner as a non-executive director. Rahoul Chowdry will join the board, effective January 1, having held leadership and senior executive roles in the professional services ...

Chief economist update: Businesses remain unmoved by low rates

BENJAMIN ONG  |  WEDNESDAY, 11 DEC 2019
The National Australia Bank's (NAB) latest Business Survey report shows business conditions remained unchanged at a reading of +4 in November (from October) but business confidence fell to a reading of zero, negating October's two-point increase ...

Elders FP to shutter

JAMIE WILLIAMSON  |  TUESDAY, 10 DEC 2019
Elders Financial Planning will be wound down over the coming months, the dealer group has confirmed. In a statement to Financial Standard, a spokesperson for Elders Financial Planning confirmed a decision to close the dealer group was reached at the ...

Calastone wins mandate

KANIKA SOOD  |  TUESDAY, 10 DEC 2019
A registry provider that represents 42 fund managers has integrated with Calastone's reporting solution. OneVue's 42 clients that are trading with platforms through Calastone will now be able to send monthly statements of holdings and transactions to ...