Search ResultsShowing 1 - 10 of 100+ results for "financial advice"
Sunsuper overhauls leadership team
JAMIE WILLIAMSON  |  THURSDAY, 21 FEB 2019
... and risk management, Sunsuper said. Michael Mulholland will depart the fund, with responsibility for financial advice and marketing to be taken on by executive general manager of member growth, Steven Travis. A spokesperson for Sunsuper ...
Royal Commission recommendations split industry
KARREN VERGARA  |  MONDAY, 18 FEB 2019
... they do herald sweeping changes to current operating models in the financial services market - reshaping the financial advice , life insurance and superannuation sectors, and the distribution model for retail credit," EY wrote in its Where to next ...
ASIC appeals Westpac Federal Court decision
JAMIE WILLIAMSON  |  MONDAY, 18 FEB 2019
... year's landmark Federal Court decision, determined to prove two Westpac subsidiaries provided personal financial advice despite not being licensed to do so. In December 2018, Justice Jacqueline Gleeson determined Westpac Securities ...
Adviser asked to cover regulator costs
KANIKA SOOD  |  MONDAY, 18 FEB 2019
... Wealth and Mr Gardner contravened section 911A of the Corporations Act 2001 (Corporations Act) by providing financial advice to clients to set up SMSFs to facilitate the purchase of investment properties in Australia without holding an AFSL," ASIC ...
BTFG restructure sees corporate super lead exit
JAMIE WILLIAMSON  |  FRIDAY, 15 FEB 2019
... Englund plans to spend more time with his family and look to provide consultancy services to mid-large scale financial advice businesses. "BT would like to sincerely thank him for his contribution to the group and wishes him all the best with his ...
Perfect storm smashes AMP
HARRISON WORLEY  |  THURSDAY, 14 FEB 2019
AMP suffered a 97% profit drop in 2018 and it's flagging a reshaped financial advice network into 2019. AMP recorded statutory net profit of $28 million last year, but the result is worth 3% of its 2017 full-year profit of $848 million. ...
InvestSense hires head of adviser solutions
KARREN VERGARA  |  THURSDAY, 14 FEB 2019
... in bespoke managed accounts offering, Andronaco said his first-hand experience and depth of knowledge in financial advice will be invaluable for InvestSense clients. InvestSense was launched in 2014 as a portfolio construction and consulting ...
Westpac mulls sale of in-house planners
JAMIE WILLIAMSON  |  WEDNESDAY, 13 FEB 2019
... arms. In November last year, Westpac chief executive Brian Hartzer also said the economics of providing financial advice via BT Financial Group was getting difficult. In September last year, BT Financial Advice said it plans to scrap its ...
Cardena Private Wealth names managing director
KARREN VERGARA  |  WEDNESDAY, 13 FEB 2019
... Services. Djani commented: "Our goals for the future are to continue to provide the highest standards of financial advice and exemplary service to our clients." He added that Cardena will be on the lookout for opportunities and strategic ...
Financial Standard launches FS Aspire CPD
DARREN SNYDER  |  MONDAY, 11 FEB 2019
Financial Standard is drawing on its deep catalogue of financial advice, superannuation and wealth management content to roll out a new proprietary Continuing Professional Development program for financial services professionals. FS Aspire CPD ...
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