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Showing 81 - 90 of 1845 results for "Consulting"

Sales-oriented fear stunts expansion goals: Survey

KARREN VERGARA  |  FRIDAY, 12 MAY 2023
... business development remains a perennial challenge for many financial advisers," Janus Henderson head of specialist consulting group Matt Sommer said. The majority (84%) of advice firms with assets under advice exceeding $500 million strongly agreed ...

Another round of consultation for veteran super taxation

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2023
... adverse outcomes for certain veterans. While the legislation was introduced, it is yet to pass. Now, the government is consulting on Treasury Laws Amendment (Measures for Consultation) Regulations 2023: Military superannuation benefits, which is intended ...

Clime outlines growth focus, wins mandate

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
... investment in its managed accounts capability following strong client demand, while also flagging its first family office consulting mandate. In an update to the ASX, Clime said its total funds under management and advice grew to $5.6 billion in the ...

APRA consults on approach to combining product histories

JAMIE WILLIAMSON  |  THURSDAY, 20 APR 2023
APRA is consulting on the need for it to make individual determinations for lifecycle MySuper products for which performance histories are required to be combined for the YFYS test. Currently, the performance test involves two situations where performance ...

Industry welcomes experience pathway consultation

CASSANDRA BALDINI  |  WEDNESDAY, 19 APR 2023
The federal government consulting on the experience pathway has been recognised as a much-needed development for financial advisers who wish to continue working with clients beyond 2026. The Financial Advice Association Australia (FAAA) welcomed the ...

Lonsec investments chief steps down

KARREN VERGARA  |  MONDAY, 17 APR 2023
... will pursue an opportunity with a global asset manager. He first joined Lonsec as the general manager of investment consulting in July 2008. He rose the ranks to take on the role of chief executive on an interim basis before being promoted to chief investment ...

Drawdown reforms boosts post-retirement phase

KARREN VERGARA  |  TUESDAY, 11 APR 2023
... retirement income by up to 20%. This is one of three recommendations presented by the Financial Services Council and NMG Consulting in their newly released report, A roadmap for Australian retirement income policy. The research argues that drawdown of ...

February exam records 67% pass rate

KARREN VERGARA  |  MONDAY, 27 MAR 2023
... will receive general feedback from ACER to highlight the curriculum areas where they have underperformed. Bluepoint Consulting chief executive and co-founder Todd Karamian was permanently banned by ASIC recently for faking his exam results. In December ...

ASIC consults on sunsetting class orders

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2023
ASIC is consulting on the potential remaking of class orders related to managed investment schemes and corporate directors of corporate collective investment vehicles. Class Order [CO 13/519] Changing the responsible entity ; and Class Order [CO 13/656] ...

Advice group chief fakes exam result, banned

JAMIE WILLIAMSON  |  THURSDAY, 16 MAR 2023
... advice group is permanently banned by ASIC for faking his Financial Adviser Exam results. In December 2021, Bluepoint Consulting chief executive and co-founder Todd Karamian altered the result on his Financial Adviser Certificate from a 'fail' to a 'pass' ...