Search Results | Showing 11 - 20 of 21 results for "XY adviser" |
| | | Online retailer Kogan, which has recently expanded into superannuation, has faced shareholder revolt over the bonuses it wants to pay its executives. Kogan was one of the few businesses to relatively benefit from COVID-19, thanks to an uptick in online ... |
| | | | ... retirement savings weren't quite as safe as they thought, reigniting the debate around 'balanced' investment options. XY Adviser chair Andrew Rocks took to LinkedIn to share his thoughts on the state of super, saying: "As a Certified Financial Planner ... |
| | | | ... Henderson has spoken out for the first time since his Royal Commission appearance and subsequent ASIC ban, taking to the XY Adviser podcast to describe the impact events of the last 18 months have had on his life. Appearing on the podcast earlier this ... |
| | | | ... deductible, as advice businesses grapple with the pressures of increased education standards and the Royal Commission. XY Adviser, along with its 3200 members, is arguing that as financial advice moves closer to professionalising, it should be treated ... |
| | | | ... this [AustralianSuper offer] is okay, then why is it okay? If this is not okay, then why is it not okay?" he asks. XY Adviser co-founder Clayton Daniel questioned whether ASIC would probe AustralianSuper's offer, given its renewed commitment to enforcement ... |
| | | | Superannuation funds and investment managers are increasingly voting contrary to the recommendations of proxy advisers, according to new research. The annual Link AGM Snapshot report showed a drop in the influence of proxy advisers, with super funds ... |
| | | | Following a recommendation from the Australian Council of Superannuation Investors (ACSI), triggered by findings from the Royal Commission, First Super said it would vote against the re-election of AMP's board at the upcoming annual general meeting. ... |
| | | | The number of top 200 ASX-listed companies that received a strike against pay resolutions in 2017 has dropped, as shareholders increasingly become more engaged during proxy season, ASIC says. The corporate regulator, which closely monitors the outcomes ... |
| | | | ... products favoured by millennials will be the first in line to secure the next generation of clients, according to former XY adviser and author Clayton Daniel. Speaking to Financial Standard, Daniel said consumers - not institutions - are leading the ... |
| | | | Speaking at the XY Adviser Event in Sydney, Association of Financial Advisers 2014 adviser of the year Eleanor Dartnall explained that client education leads to client retention. Describing her "epiphany" that led her from "managing" clients to "actually ... |
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