The latest issue of Financial Standard now available as an e-newspaper
|Showing 81 - 90 of 100+ results for "Adviser"|
|In a win for financial advisers, the Design and Distribution Obligations (DDO) regime will scrap the nil-reporting rule. In the Updated amendments to the design and distribution obligations document released by Treasury, advisers will no longer be required ...|
|... Challenger in a similar role and prior to that worked in the United States at John Hancock Financial Service and as a financial adviser at Commonwealth Financial Group. GSFM chief executive Damien McIntyre said Nissenbaum's sales experience and financial ...|
|... to online, but if we look to the disrupters for inspiration, replication may not be enough. Digitisation of the client/adviser relationship will need to consider new channels, like client portals and online self-service tools," the report said. Advice ...|
|... newly created role. Vong spent over 13 years at Macquarie, starting out as a client account manager before becoming an adviser assistant and associate manager, and senior relationship manager. He spent the last three years at Macquarie as business development ...|
|... with their retirement," Natixis country head Louise Watson said. "Working with their superannuation fund and a financial adviser who can tailor an investment portfolio to their needs and goals can highlight strategies investors may not have considere ...|
|The take up of managed accounts continues to grow with the industry growing $15.8 billion in the last six months to $111 billion, new research shows. The Institute of Managed Account Professionals (IMAP) and Milliman's latest Managed Accounts FUM Census ...|
|Swell Asset Management, a high conviction global equities boutique, has launched a retail trust. The Swell Global Fund replicates the group's existing absolute return strategy, which recently surpassed $100 million in funds under management. In the ...|
|Infrastructure boutique Whitehelm Capital has been acquired by PATRIZIA, with Challenger's Fidante set to get $50 million for its 30% stake in Whitehelm. PATRIZIA has entered a share purchase plan to acquire the entire issued share capital of Whitehelm. ...|
|The robo-adviser's new investment product allows lower-balance investors to invest $10,000 now in ETF portfolios with a $4000 initial investment, with the rest split into monthly installments. InvestSMART's fundlater loans the investor the remaining ...|
|... one third invest via their self-managed superannuation fund. Most of these retail investors (71%) do not use a financial adviser as they do not see value in it (43%), in addition to costs (21%) posing a barrier. "As knowledge of ETFs grows, and their ...|
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The September financial adviser exam pass rate was stable at 60% but continues to fall below the overall pass rate of 88.5%.
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The House of Representatives Standing Committee on Tax and Revenue has released a report aimed at overhauling Australia's corporate bond market.
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Future Fund's latest portfolio update shows the sovereign wealth fund is just shy of hitting $200 billion.
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Share trading platform Superhero will take the $40 million it has raised this year to expand into New Zealand by mid-2022.
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