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Showing 121 - 130 of 221 results for "New Adviser"

HUB24 the fastest growing platform

JAMIE WILLIAMSON  |  WEDNESDAY, 8 FEB 2017
HUB24 signed 10 new distribution agreements and welcomed 47 advisers to its platform over the December quarter as it continues an impressive growth strategy. The platform's quarterly business update showed a $1.8 billion (75%) surge in funds under administration ...

Make 2017 a big year for financial advice

MICHELLE BALTAZAR  |  MONDAY, 9 JAN 2017
... generation of clients. We've found that when wealth passes on from one generation to the next, the inheritor often finds a new adviser. But, if you have an existing relationship with your clients' heirs, you can significantly minimise the risk of this ...

Professional Standards legislation hits parliament

KERRIE SYDEE  |  WEDNESDAY, 23 NOV 2016
Minister for Revenue and Financial Services, Kelly O'Dwyer has introduced legislation to mandate professional standards for financial advisers. The Corporations Amendment (Professional Standards of Financial Advisers) Bill 2016 includes compulsory education ...

IOOF launches new adviser portal

KERRIE SYDEE  |  MONDAY, 21 NOV 2016
IOOF has launched a new online portal for financial advisers using IOOF Employer Super, heralding improved features and superior functionality. The new IOOF online experience provides advisers and their support staff (when required) with fast access ...

New advisers in need of extra training

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
A training program launched by Partners Wealth Group is hoping to equip new financial advisers with the client relationship tools they may not gain through academic studies. The Partners Wealth Group Associate Advisor Academy (AAA) has been designed ...

Infocus celebrates success

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
Infocus Group has celebrated the successes of leading businesses providing exceptional financial advice across the Infocus and Patron Australian Financial Services Licensees. Announced at the group's annual conference in Singapore, a total of 18 awards ...

HUB24 continues growth trajectory

JAMIE WILLIAMSON  |  THURSDAY, 27 OCT 2016
HUB24 has recorded a 25% increase in retail gross inflows for the first quarter of FY17. The platform provider has added $496 million to its retail funds under administration since July, which now totals $3.77 billion; an increase of 90.5% year on year. ...

Two more Macquarie veterans join Shaw

ALEX BURKE  |  WEDNESDAY, 19 OCT 2016
Shaw and Partners has appointed two new advisers. The first, John Wardman, joins Shaw's Sydney office directly from Macquarie Private Wealth, where he spent 13 years. In an internal memo, Shaw and Partners head of private wealth and co-chief executive ...

Scholarship supports new advisers

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
A Melbourne university is partnering with a boutique financial planning firm to provide financial support to the next generation of financial advisers. Scholten Collins McKissock Wealth Management and Deakin Business School will provide scholarships ...

Professional standards legislation reaches parliament

KERRIE SYDEE  |  MONDAY, 17 OCT 2016
The federal government confirmed it will introduce legislation this year to mandate professional standards for financial advisers. As previously revealed, the reforms will include compulsory education requirements for existing and new financial advisers ...