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Showing 901 - 910 of 5656 results for "Financial adviser"

Labor advances super performance test changes

KARREN VERGARA  |  MONDAY, 19 JUN 2023
... effectively bring fees down and presents a more accurate picture of performance for members." Members should consult a financial adviser before acting on performance test notifications, the Financial Services Council chief executive Blake Briggs said. ...

ETF explainer: Understanding their structure

ANDREW MCKEAN  |  FRIDAY, 16 JUN 2023
At the Financial Standard Technical Services Forum, Betashares associate director Gavin Montgomery explored the unsung structural aspects of ETFs. It's no secret ETFs have experienced growing popularity, especially among financial advisers. The ...

SMSF advisers navigate new regulation: Survey

CHLOE WALKER  |  FRIDAY, 16 JUN 2023
New policy proposals, including indexation of the transfer balance cap and the $3 million cap present a variety of engagement opportunities for SMSF advisers, according to Investment Trends' latest report. The 18th annual edition of the 2023 SMSF Adviser ...

Super planning remains top adviser focus this EOFY: Podcast

CASSANDRA BALDINI  |  THURSDAY, 15 JUN 2023
BT Financial Group technical consultant Tim Howard says super contribution planning is top of mind for clients and their financial advisers this end of financial year. On a recent podcast episode, Howard told Financial Standard it's not just about ...

FAAA awards Gwen Fletcher Memorial prize

KARREN VERGARA  |  WEDNESDAY, 14 JUN 2023
... The Financial Advice Association Australia (FAAA) has awarded a Gwen Fletcher Memorial Award to a Sydney-based financial adviser. Kristine Pham, an associate private wealth adviser at Lipman Burgon & Partners, won the award for the first semester of ...

Pascoe Partners, OpenInvest launch online investing solution

CASSANDRA BALDINI  |  WEDNESDAY, 14 JUN 2023
The new offering, Pascoe Partners Invest, includes four diversified investment portfolios which cover a range of risk and return profiles as well as an ethical portfolio. The accounting and advisory firm said all four portfolios require a minimum of ...

King's birthday honours for industry executives

CHLOE WALKER  |  TUESDAY, 13 JUN 2023
... McConachie, also from Tupicoffs, received an OAM for "service to Australia-Japan relations and to business". The financial adviser has been with Tupicoffs for more than 20 years. In the member (AM) general division, QBE chair Yasmin Allen and Future ...

Sequoia backs budding investment manager

CASSANDRA BALDINI  |  TUESDAY, 13 JUN 2023
The listed wealth manager has acquired a stake in a recently launched investment manager and will support the roll-out of three new funds. Sequoia has bought 20% of Euree Asset Management for a cash consideration of $500,000. Euree was formed at the ...

Industry bodies respond to QAR recommendations

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
The wealth management industry has broadly welcomed the bulk of the Quality of Advice Review recommendations Labor will prioritise, with many agreeing that the reforms will fix financial advice and ultimately benefit consumers. In releasing the first ...

Treasury to scrap advice admin burdens, boosts intra-fund advice

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
... sophisticated client (accepted in principle as per Recommendation 11). More details about the replacement SoA and the Financial Adviser Code of Ethics will be released in due course. As for conflicted remuneration, Jones accepted many components of Recommendation ...