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Showing 61 - 70 of 442 results for "Mount"

Increasing number of advisers look to self-licence

JAMIE WILLIAMSON  |  MONDAY, 5 SEP 2022
About 70% of the financial advisers that are looking to leave their licensee are planning to go it alone, research shows. According to Investment Trends' Adviser Business Model Report, about 70% of those looking to move in the next 12 months plan to ...

Registrations open for FPA initiatives

CHLOE WALKER  |  MONDAY, 22 AUG 2022
The Financial Planning Association of Australia's Future2 Foundation has commenced registrations for its annual Six-Foot Track Challenge and is now accepting applications for its 2022 grants program. The Six-Foot Track Challenge is a 35-kilometre ...

Advice firms to spend $70k more on technology: Report

JAMIE WILLIAMSON  |  WEDNESDAY, 10 AUG 2022
Financial advisers plan to increase their practice's annual spend on technology by $70,000 as affordability and compliance issues drive adoption. According to Investment Trends' latest Adviser Technology Needs Report, advisers are using an increasing ...

Julia Lee pops up at State Street

ELIZABETH FRY  |  FRIDAY, 8 JUL 2022
... Global Advisors. "At such an unsettled time in markets - as unprecedented monetary policy is unwound and inflation concerns mount - I look forward to helping ETF investors navigate today's markets." Lee also sits on the board of the Australian Stockbrokers ...

SMSF client education a concern: Report

JAMIE WILLIAMSON  |  MONDAY, 27 JUN 2022
SMSF advisers are calling for more educational content as concerns around client education mount, according to a new report. Investment Trends' 2022 SMSF Adviser and Accountant Report shows advisers want more educational content to assist them in servicing ...

Reserve Bank tipped to hike rates again

ANDREW MCKEAN  |  MONDAY, 6 JUN 2022
Economists have had their say about tomorrow's Reserve Bank of Australia (RBA) decision, the vast majority anticipate the central bank to jack up cash rates. A Finder survey has said that 86% of its expert panelists believe the cash rate will change ...

Pension fund sues Elon Musk, Twitter

JAMIE WILLIAMSON  |  MONDAY, 9 MAY 2022
A Florida pension fund is suing Twitter and Elon Musk over the latter's planned takeover of the social media platform. The Orlando Police Pension Fund filed a class action in the Delaware chancery court on Friday, alleging that Delaware law forbade ...

Mayfair sues Mission Beach lender

ELIZABETH MCARTHUR  |  THURSDAY, 14 APR 2022
Mayfair 101 and its founder James Mawhinney are now suing the financier that allowed the company to purchase property in Mission Beach. Mayfair 101 obtained bridging finance, to purchase the Mission Beach property, from Napla between late 2019 and early ...

Excise tax, super top budget worries

ELIZABETH MCARTHUR  |  TUESDAY, 29 MAR 2022
In the lead up to tonight's Federal Budget, economists agree that the election is likely to be firmly on the government's agenda - with popularity possibly trumping the effectiveness of policies. In December's mid-year economic and fiscal outlook ...

CBA Group Super overhauls service providers

JAMIE WILLIAMSON  |  TUESDAY, 25 JAN 2022
... fees will add value to our broader investment portfolios," the fund said at the time. At the same time the fund divested Mount Pleasant Shopping Centre in Queensland, a holding in its real assets portfolio. It was managed by Vicinity Centres on behalf ...