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Showing 61 - 70 of 509 results for "IPA"

Managed accounts provider replaces Praemium

KANIKA SOOD | FRIDAY, 2 NOV 2018

A managed accounts provider is replacing its Praemium-powered separately managed accounts (SMA) with a new solution, lowering fees. InvestSMART is transitioning about $100 million of client money from its Praemium SMAs to a new professionally managed ...

Retirement planning gets a recession check

KANIKA SOOD | MONDAY, 29 OCT 2018

As talks about a global recession grow louder, financial advisers and investors are repositioning their clients' nest eggs against a market crash or an economic slowdown. In the past fortnight, a JPMorgan quantitative model predicted a 60% chance ...

Superannuation ripe for blockchain

HARRISON WORLEY | MONDAY, 15 OCT 2018

Australia's $2.7 trillion superannuation system has a lot to gain from adopting distributed ledger technologies (DLT), but the industry will want more clarity around blockchain applications before it jumps in. Bravura Solutions global head of wealth ...

Insurance shake-up puts clients first

KARREN VERGARA | TUESDAY, 2 OCT 2018

Round six of the Royal Commission exposed systemic issues across the life insurance value chain and its fledgling code of practice that's yet been powerless to stop unethical behaviour. But industry experts say all hope is not lost. Counsels assisting ...

Dealer groups lift due diligence post Dover

JAMIE WILLIAMSON | MONDAY, 17 SEP 2018

The sudden closure of Dover Financial Advisers saw a mad scramble by authorised representatives to secure alternative licensing arrangements. Hundreds were successful in doing so before the July 6 deadline, but latest ASIC Financial Adviser Register ...

Zervides elected president of IPA Victoria

JAMIE WILLIAMSON | MONDAY, 3 SEP 2018

... Australian Wealth Solutions director and senior financial adviser Sam Zervides was recently elected Victorian president of the IPA; a role Zervides said he is pleased to be taking on. "I am looking forward to making a difference in what is a challenging ...

Drought-hit farmers turn to advice

KANIKA SOOD | MONDAY, 3 SEP 2018

This July was the driest in Australia for 16 years. Almost 100% of New South Wales and 57% of Queensland is in drought and financial advisers are dealing first-hand with the impact. The numbers are startling yet they don't come close to measuring ...

Super funds cop governance grilling

HARRISON WORLEY | TUESDAY, 21 AUG 2018

Governance experts have weighed in on the repercussions for superannuation fund executives and trustees after an unyielding fortnight of appearances at the financial services Royal Commission. Governance Institute of Australia chief executive Steven ...

Super funds suit up for Royal Commission

KARREN VERGARA | MONDAY, 6 AUG 2018

The financial services Royal Commission will put Australia's $2.6 trillion superannuation system under the spotlight over the next two weeks and legal experts say a key question is whether conflicts of interest are influencing super funds and letting ...

Pressure mounts on regional advice

JAMIE WILLIAMSON | MONDAY, 23 JUL 2018

The already limited availability of financial advice in regional and rural Australia is at risk of being further undermined as the fallout from the Royal Commission continues. An analysis of the ASIC Financial Adviser Register (FAR) shows 4700 financial ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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Christian Mueller-Glissmann

Head of Asset Allocation Research

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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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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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