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Showing 1131 - 1140 of 2926 results for "Phil"

Dealer groups lift due diligence post Dover

JAMIE WILLIAMSON  |  MONDAY, 17 SEP 2018
... window afforded to Dover representatives to find a new AFSL at the outset, Association of Financial Advisers chief executive Phil Kewin predicts it will be some time before the dust settles for good, with a number of advisers still likely to be looking ...

IOOF offloads corporate trust business

KANIKA SOOD  |  THURSDAY, 13 SEP 2018
IOOF has sold its Australian Executor Trustees (AET) corporate trust business while retaining the AET private trust business, as it moves further in the direction of being an advice-led organisation. The buyer is financial services technology and infrastructure ...

BTFG faces possible union action

JAMIE WILLIAMSON  |  WEDNESDAY, 12 SEP 2018
... by the changes are in the early stages of their advice careers, and Association of Financial Advisers' chief executive Phil Kewin said the action does little to attract new entrants to the industry. "We're seeing increased scrutiny and an increased ...

SMSF cash allocation dips

KARREN VERGARA  |  WEDNESDAY, 12 SEP 2018
... to June 2018, according to SuperConcepts' survey of 2600 SMSFs. Executive manager of SMSF technical and strategic services Phil LaGreca said this money was mainly invested in the Australian equities sector. LaGreca said the findings debunk the myth SMSFs ...

Philanthropic sector advocates transparency facelift

DARREN SNYDER  |  MONDAY, 10 SEP 2018
More than one-third of Australia's philanthropic giving is now tracked through a new online and interactive platform, answering calls for the industry to be more transparent. Launched at the recent Philanthropy Australia National Conference, the online ...

Philanthropic forces shift asset allocation

DARREN SNYDER  |  THURSDAY, 6 SEP 2018
Forces within Australia's philanthropy sector are shifting the distribution of more than $1 billion in annual grants and funding to non-traditional sectors. Speaking at the Philanthropy Australia National Conference yesterday, JBWere Philanthropic Services ...

Gonski asks philanthropists to have more heart

DARREN SNYDER  |  THURSDAY, 6 SEP 2018
ANZ chairman David Gonski believes Australian philanthropists must give with more rigour as assets that have taken years to accumulate are too often spent on a whim. Speaking at the Philanthropy Australia National Conference in Melbourne yesterday ...

Former MyPlanner adviser fails best interests test

JAMIE WILLIAMSON  |  WEDNESDAY, 5 SEP 2018
The corporate regulator has accepted an enforceable undertaking from a former MyPlanner financial adviser for failing to act in the best interests of his clients. Wollongong-based adviser James Phillip Allen is prohibited from providing financial services ...

Philanthropists must move beyond the hierarchy

DARREN SNYDER  |  WEDNESDAY, 5 SEP 2018
The president at one of the largest US philanthropic institutions believes there is a misnomer that philanthropists must stick to a strict hierarchy when addressing global problems. Speaking at the Philanthropy Australia National Conference this morning ...

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  MONDAY, 3 SEP 2018
... be the future leaders of our industry and will help our industry evolve through a period of change," AFA chief executive Phil Kewin said. The Adviser, Practice and Rising Star of the Year will be announced at the AFA National Adviser Conference on the ...