Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 971 - 980 of 13235 results for "adviser"

GAM hires new local lead from Bennelong

ELIZABETH FRY  |  THURSDAY, 31 OCT 2024
... roles. During his time at Fisher, he opened the local Australian affiliate office. Finnell began his career as a financial adviser with Ameriprise Financial. "Eric is a fantastic addition to the team at GAM," said global head of client solutions Rossen ...

TAL names retirement and wealth lead

MATTHEW WAI  |  THURSDAY, 31 OCT 2024
... streamline and significantly lower the mandatory medical testing rate for new customers through direct application or an adviser.

Super complaints rise in FY24: AFCA

ELIZA BAVIN  |  THURSDAY, 31 OCT 2024
AFCA's Annual Review revealed the ombudsman service received a record 104,861 complaints from consumers and small businesses in 2023-24, up 8% on the year before. Of those, AFCA received 7325 superannuation complaints, a 5% increase from the previous ...

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 ...

EQT wins RE mandates for FIIG Securities, Nanuk AM

MATTHEW WAI  |  WEDNESDAY, 30 OCT 2024
... officer Tom King said: "The move to launch the Nanuk New World Fund's hedged unit class as an ETF has been driven by adviser demand for listed access to the currency hedged version of the fund, launched last year, which has attracted solid support ...

KKR nabs JP Morgan sales manager

ELIZABETH FRY  |  TUESDAY, 29 OCT 2024
JP Morgan Asset Management distribution manager Jacqui Crothers has taken up a new role at KKR's wealth business. Crothers has been appointed director of global wealth solutions at the private equity giant. Reporting to the local head of KKR client ...

Advisers must prioritise Conflicts Priority Rule: AFCA

KARREN VERGARA  |  MONDAY, 28 OCT 2024
After assessing a large volume of Dixon Advisory complaints, the Australian Financial Complaints Authority (AFCA) warned financial advisers of their responsibilities to manage conflicts of interest under the Conflicts Priority Rule. AFCA senior ombudsman ...

Cbus rolls out Advice Essentials Plus

KARREN VERGARA  |  MONDAY, 28 OCT 2024
Cbus Super has launched its new financial advice offering, Advice Essentials Plus, which is a step up from its intra-fund advice service. Advice Essentials Plus is the third option on Cbus's financial advice menu, which currently comprises Advice ...

$3.5tn wealth transfer scares Aussie advisers: Natixis

MATTHEW WAI  |  MONDAY, 28 OCT 2024
... how advisers operate their practices in unpredictable ways," Watson said. "What's clear is that Aussies still need an adviser now more than ever, and keeping the family involved is key." The survey also found that 65% of advisers have been asked by their ...

Euroz Hartleys Group names managing director

MATTHEW WAI  |  MONDAY, 28 OCT 2024
... Hartleys Limited. He has been with the company for 13 years. Bunney is also a member of the Stockbrokers and Investment Adviser Association's institutional broking committee. Welcoming Bunney to the board, Euroz Hartleys executive chair Andrew McKenzie ...