Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 121 - 130 of 189 results for "Advisory Group"

Regulation biggest concern for SFOs

MELANIE TIMBRELL  |  THURSDAY, 5 JUL 2012
... SFO, which evolves to reflect the needs of different generations of a particular family. Kenny Foo, head of wealth advisory group of J.P. Morgan Private Bank Asia told Hong-Kong based magazine The Asset that in Asia SFOs are putting their own stamp on ...

NIIS development on track

LINDA HAUSKEN  |  TUESDAY, 26 JUN 2012
The advisory group established by the government following the Productivity Commission's inquiry into a National Disability and Insurance Scheme has endorsed the Gillard government' policy approach. "The Advisory Group's work on the issues associated ...

PIS contracts Zenith for product and research review

CLAIRE MCGREAL  |  MONDAY, 20 FEB 2012
... identify where they are adding value, and presents this to the client in a manner they understand". PIS accounting and advisory group Ulton has also taken on Zenith to aid with ongoing development and maintenance of their model portfolios. Zenith is ...

Omniwealth provides planning tools for independents

ELISE BURGESS  |  THURSDAY, 15 DEC 2011
Independent advisers are being offered a safety line from wealth advisory group Omniwealth which launched a new dealer group website promoting best of breed services for advisers that want to maintain their independence. The dealer group, which provides ...

Snowball re-brands for future

CLAIRE MCGREAL  |  WEDNESDAY, 30 NOV 2011
Merged independent financial advisory groups Snowball and Shadforth are now known as SFG Australia. The name change was approved by shareholders at the group's annual general meeting in Sydney yesterday, after being given the green light by the regulator. ...

BT: product strength will defend market share

ALISON BEVEGE  |  WEDNESDAY, 31 AUG 2011
BT, a major platform provider for Count Financial, today said it is confident its product business will stand on its merits and will not be harmed even though a key rival is buying its major client. Count Financial runs $6.2 billion across its preferred ...

Snowball reports 3pc rise in profits following Shadforth merger

ALISON BEVEGE  |  WEDNESDAY, 31 AUG 2011
Financial advisory group Snowball has reported a 3% rise in profit to $26.9 million in its first combined results announcement following the completion of its merger with Shadforth. The two non-aligned groups formed a combined wealth management business ...

CBA in takeover bid for Count Financial

ALISON BEVEGE  |  TUESDAY, 30 AUG 2011
The Commonwealth Bank has announced a $373 million takeover bid for financial planning group Count Financial, which went into a surprise trading halt this morning before the news. Count Financial share volumes surged yesterday on the Australian Securities ...

AMP wins $113m new mandate

ALISON BEVEGE  |  FRIDAY, 17 JUN 2011
... following the loss of sustainable funds head Michael Anderson. AMP-AXA this week also lost high-profile financial advisory group Haywood Financial Management and Partners to MLC, owned by the National Australia Bank. Neither AMP Capital Investors nor ...

SMSF trustees pile $69.5m in US property

ELISE BURGESS  |  TUESDAY, 14 JUN 2011
... $46,000. The US Masters Residential Property Fund IPO closed on June 10. Dixon Advisory is a member of the Dixon Advisory Group, which services more than 3,900 SMSF clients with a combined superannuation asset base of more than $3.9 billion. The firm ...