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Showing 111 - 120 of 399 results for %22Profile Financial Services%22

Former JPMAM executive joins boutique advice group

JAMIE WILLIAMSON  |  FRIDAY, 1 FEB 2019
... regional New South Wales for a new role with a boutique AFSL. Stephen Alcorn has joined privately-owned Profile Financial Services as an associate financial adviser in its Mudgee office. Alcorn led JPMAM Australia's institutional business for four ...

Super funds wield bank remuneration stick

DARREN SNYDER  |  FRIDAY, 21 DEC 2018
... meaning they are a significant player when it comes to shareholder voting influence. As a case study, NAB's share register profile as at 30 September 2018 showed institutions (both domestic and international) made up 52.4% of the investor mix; and retail ...

Ten stories that defined the Royal Commission

HARRISON WORLEY  |  WEDNESDAY, 19 DEC 2018
... Government to extend the transition period provided to Dover Financial Advisers' authorised representatives. High profile adviser under fire The Royal Commission claimed a high profile scalp early, when it heard evidence in April that Fair Work commissioner ...

AFCA receives 500 super complaints in first month

HARRISON WORLEY  |  THURSDAY, 6 DEC 2018
Australia's superannuation industry copped more than 500 complaints to the Australian Financial Complaints Authority in the body's first month of operation. AFCA busily began its life last month, with more than 6000 complaints lodged in its first 30 ...

Adviser-matching app launches

KARREN VERGARA  |  FRIDAY, 23 NOV 2018
... allowing potential clients to control how many financial planners can contact them based on location and a personalised profile of financial objectives. Similarly, FPA members can choose if their services are a good fit before responding to consumer ...

Global tech wars disrupt $600m market

MICHELLE BALTAZAR  |  WEDNESDAY, 14 NOV 2018
... total Australian population, says Rocky Scopelliti, author of a new book Youthquake 4.0 that researched the financial profile of more than 30,000 millennials in 186 countries. "In the next two years, the Australian millennials will be the most attractive ...

Assistant Treasurer warns super funds to lift engagement game

KARREN VERGARA  |  FRIDAY, 2 NOV 2018
... example, can start engaging members by asking them about lifestyle changes and if that fits with their current investment profile, Robert added. To curb the proliferation of multiple accounts, the Productivity Commission is pushing for the creation of ...

Robo-advice register launches

KARREN VERGARA  |  TUESDAY, 23 OCT 2018
... website that compares a multitude of robo-advisers in the market. The Robo Adviser (Smart Tools) register profiles 36 financial management fintech solutions sold directly to consumers that provide budgeting, trading, investing and post-retirement services. ...

Gonski asks philanthropists to have more heart

DARREN SNYDER  |  THURSDAY, 6 SEP 2018
... a successful PhD student was more than satisfied to continue her research on AIDS as opposed to taking on other higher-profile roles. This is a meaningful contribution and one which should be nurtured, Gonski said. "A lot of people say philanthropy is ...

GROW Super co-founder sells advice business

JAMIE WILLIAMSON  |  THURSDAY, 9 AUG 2018
A privately-owned AFSL has acquired the financial advice business of a GROW Super co-founder. Profile Financial Services confirmed it has bought the client book of Churpa Wealth, the advice firm established by GROW Super co-founder Mathew Keeley in ...