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Showing 731 - 740 of 6559 results for "QUAL"

FAAA takes aim at finfluencers with new campaign

MATTHEW WAI  |  WEDNESDAY, 6 NOV 2024
The Financial Advice Association Australia (FAAA) is rolling out consumer campaigns across prominent digital channels to promote the value of professional financial advice. FAAA general manager, membership Tania Milnes said the campaign reinforces that ...

Liberal MP calls for SoA replacement

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
Liberal MP Bert van Manen is calling for the Record of Advice (RoA) to replace the Statement of Advice (SoA) and has introduced the proposed changes in a bill to parliament. Federal member for Forde, Bert van Manen, yesterday introduced the Corporations ...

FAAA moves to combat adviser shortage with new partnership

ANDREW MCKEAN  |  TUESDAY, 5 NOV 2024
The Financial Advice Association Australia (FAAA) has entered a memorandum of understanding (MoU) with the Financial Planning Standards Board (FPSB) India as it attempts to bridge the adviser gap. One of the main goals of the MoU, which was signed between ...

Funds SA adds to leadership team

ELIZABETH FRY  |  MONDAY, 4 NOV 2024
Ahead of naming the new investment chief, Funds SA chief executive John Piteo has bolstered the leadership team by making a series of promotions. After a year in the top job, Piteo has elevated nine staffers in investment, finance and operations, analytics ...

Barings brings first Australian private credit fund to life

JAMIE WILLIAMSON  |  THURSDAY, 31 OCT 2024
An unnamed global investor is seeding Barings' first Australian private credit vehicle, committing more than $230 million. Barings has launched two APAC credit funds, including the Barings Australian Private Credit Fund. The fund is for institutional ...

UBS terminates Future Leaders small cap fund

ANDREW MCKEAN  |  WEDNESDAY, 30 OCT 2024
UBS has pulled the plug on its Future Leaders Global Small Companies Fund, less than two years after its Australian launch. The fund, which was an actively managed global strategy of 40 to 60 small cap "future leader" stocks, designed to provide investors ...

Jones preps DBFO Tranche 2 for parliament

KARREN VERGARA  |  WEDNESDAY, 30 OCT 2024
Assistant treasurer Stephen Jones said the government will press on with Tranche 2 of the Delivering Better Financial Outcomes (DBFO) reforms that he is preparing to introduce in parliament. The highly anticipated set of changes promise to remove laborious ...

SMSF Association announces board director changes

MATTHEW WAI  |  WEDNESDAY, 30 OCT 2024
Following the retirement of three board directors, the SMSF Association (SMSFA) has announced their successors. The SMSFA has welcomed Heffron managing director Meg Heffron, Vincent director of superannuation advisory Brett Griffiths and Matrix Norwest ...

CFS unveils fund manager, fee changes to FirstChoice

KARREN VERGARA  |  TUESDAY, 29 OCT 2024
Colonial First State (CFS) is introducing a bunch of fund manager, asset allocation, and fee changes to two of its FirstChoice products from November 16. For FirstChoice Employer Super, Platypus Australian Equities will take over as investment manager ...

$3.5tn wealth transfer scares Aussie advisers: Natixis

MATTHEW WAI  |  MONDAY, 28 OCT 2024
According to Natixis Investment Managers, about 40% of financial advisers fear their businesses will be under threat in an exponentially growing wealth transfer environment. This is according to new research from the fund manager, which found 45% of ...