Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW
Search ResultsShowing 1 - 10 of 100+ results for "Financial Advice"
ATO can make cost of advice cheaper: Asher
KANIKA SOOD  |  THURSDAY, 9 JUL 2020
In a new paper from Actuaries Institute, Anthony Asher argues financial advice can be made cheaper if the Australian Taxation Office (ATO) provides some of the data necessary for good advice. Asher added that retirement incomes could rise by 15% to ...
New partner at Stanford Brown
ALLY SELBY  |  THURSDAY, 9 JUL 2020
... "Todd specialises in working with senior executives and professionals, and brings a wealth of experience in both financial advice and accounting to our clients. "In addition to his detailed knowledge of superannuation and tax law, he has built some extremely ...
Generation gap opens up in financial advice
ELIZABETH MCARTHUR  |  WEDNESDAY, 8 JUL 2020
There is a gaping void between what consumers once wanted from financial advice and what they want now and it's being accelerated by COVID-19, according to research from KPMG. KPMG surveyed more than 1500 consumers in May to ask them about their experiences ...
Sequoia acquires advice firm
ALLY SELBY  |  WEDNESDAY, 8 JUL 2020
Sequoia Financial Group has entered into a purchase of assets agreement with financial advice firm Total Cover Australia, through the company's subsidiary InterPrac Securities. It is the fourth acquisition of a retiring InterPrac adviser's portfolio ...
Advice head leaves ANZ
ELIZABETH MCARTHUR  |  MONDAY, 6 JUL 2020
... lifelong friendships along the way." In March 2020 ANZ told staff it would cut 230 jobs from its private bank and financial advice businesses. Caulfield thanked everyone he had worked with and said he looked forward to the next chapter in his career. ...
Model portfolio growth up 70%
ELIZA BAVIN  |  MONDAY, 6 JUL 2020
... platforms revealed there are 1003 discrete model portfolios offered by 193 investment managers, research houses and financial advice groups. These models are available across four managed accounts and, on average, create 4129 points of presence in the ...
QSuper culls comprehensive advice
KANIKA SOOD  |  FRIDAY, 3 JUL 2020
... release this morning. "As a result of the review, QSuper has significantly expanded the personal, over the phone financial advice service available to members which is provided at no additional cost to the member." The fund has added topics on establishing ...
Mirae drops fees on Asian equities funds
KANIKA SOOD  |  FRIDAY, 3 JUL 2020
... last two years we've been working closely with investment professionals across Australia's superannuation and financial advice markets," Mirae head of Australian business development Don Gunawan said. "Investors have shared with us some of the important ...
JBWere to add 50 to team
ELIZA BAVIN  |  FRIDAY, 3 JUL 2020
... company wants to invest to provide even more support for clients, bringing together specialists across lending, financial advice, family advisory and philanthropy. "We are looking to recruit bankers and advisers that have a deep understanding of private ...
New appointment to TAA board
ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
... is made up of representatives from both licensees. Prior to joining Invest Blue, Mogg worked in a variety of financial advice roles at Suncorp. "Jennifer's strong operations background and her first-hand knowledge and skills in financial planning business ...
PREVIOUS
NEXT
Link to something TxNrcOvC