Financial Standard
Karren Vergara writes. Premium Subscription for $295 for 1 year. Professional Subscription for $395 for 1 year. Tune in each week as we discuss the latest developments in Australia's wealth management industry. Financial Standard provides trade news and education for superannuation trustees, financial planners, industry professionals and ...
Industry Events - Financial Standard
Nov 1, 2024 · Financial Standard provides trade news and education for superannuation trustees, financial planners, industry professionals and investment managers.
Melbourne advice firm joins Count | Financial Standard
Mar 6, 2024 · In turn, it expects Fortuna's advisers to join Count's licensee business. It also spent $4.1 million on SMSF services company, Solutions Centric. This month, Count announced the completion of the Diverger acquisition. The group now has 590 financial advisers and funds under advice (FUA) of $29.9 billion. Read more: Count, Tailored Lifetime ...
Link Group rebrands as acquisition completes - Financial Standard
May 17, 2024 · Link Group rebrands as acquisition completes. Link Group will now be known as MUFG Pension and Market Services, following the implementation of the scheme of arrangement with Mitsubishi UFJ Trust and Banking Corporation, a subsidiary of Mitsubishi UFJ Financial Group. The business comprises two divisions, MUFG Corporate Markets and MUFG ...
Pride Advice acquires two Adelaide-based firms
Oct 8, 2024 · Pride Advice has acquired two firms, flagging there is more "room for growth to come." The acquisitions of Adelaide-based Flexible Lifestyle Solutions and Serious Money have expanded Pride Advice's team from four to 11 advisers and to 30 supporting staff. Pride Advice chief executive Brett Schatto believes the move will complement the company's ...
$3m super tax edges closer to reality | Financial Standard
Oct 10, 2024 · The $3 million superannuation tax passed the lower house yesterday afternoon with a majority vote count of 52:9, however attempts to see the tax indexed were shot down. The Treasury Laws Amendment (Better Targeted Superannuation Concessions and Other Measures) Bill 2023 was passed in the House of Representatives without amendment, which ...
Best Practice Forum - Managed Accounts | Financial Standard
The Managed Accounts Forum is accredited for 3.75 learning hours in 2024, divided into the following Legislated CPD categories: Since 2013, Managed Accounts in Australia have experienced extraordinary growth rates. In attempting to understand the drivers of this growth, we've partnered with Investment Trends to survey advisers to better ...
New shareholder, governance services firm enters market
Oct 10, 2024 · New shareholder, governance services firm enters market. BY MATTHEW WAI | THURSDAY, 10 OCT 2024 12:21PM. The firm aims to navigate Australian companies through the complex landscape of investor expectations and corporate governance, it said.
Farewell TelstraSuper: Largest corporate fund explores merger …
May 6, 2024 · A merger has the potential to deliver further fee reductions for members into the future," a statement from TelstraSuper said. The $26 billion super fund was initially created in 1990 exclusively for Telstra employees 30 years ago, but it now has a much broader membership, having allowed family and friends of employees to join in recent years.
New CFS platform at the cutting Edge: Quirk - Financial Standard
Aug 1, 2023 · CFS chief distribution officer Bryce Quirk told Financial Standard that CFS Edge was uniquely co-developed with advisers and paraplanners from the very start. "For our design process, we had 12 to 14 advice practices across Australia involved over an 18-month window, starting in February 2022," he said. "They met with us on a monthly basis, and ...