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Showing 121 - 130 of 199 results for "New Adviser"

Kylie George wins AFA Rising Star Award

MARK SMITH  |  MONDAY, 26 OCT 2015
Kylie George of Harvest Wealth has been named the 2015 AFA Rising Star. The AFA Rising Star of the Year Award, supported by ANZ Wealth, recognises exceptional new advisers who provide quality financial advice, demonstrate a commitment to education and ...

AFA Rising Star finalists announced

ALEX BURKE  |  FRIDAY, 2 OCT 2015
The Association of Financial Advisers and ANZ Wealth have announced the finalists for its 2015 Rising Star award. Peel Wealth Financial Planning's Katherine Cairns, Mr Insurance's Declan Doolan, Harvest Wealth's Kylie George, AP Financial Solutions' ...

More Macquarie advisers flock to Shaw

ALEX BURKE  |  MONDAY, 21 SEP 2015
Shaw and Partners (Shaw) has appointed five more Macquarie veterans just weeks after the private wealth firm hired three others from the financial services giant. Former Macquarie Private Wealth Victorian state manager Malcolm Cameron has taken on the ...

Aligned execs join Fortnum in advice arm restructure

LAURA MILLAN  |  MONDAY, 27 JUL 2015
Fortnum Financial Group has restructured its financial planning business and appointed four executives from IOOF-owned Shadforth Financial Group, Commonwealth Bank and AMP-owned Genesys and Charter Financial Planning. As part of the restructure, Fortnum ...

HUB24 doubled FUA in 2014

LAURA MILLAN  |  WEDNESDAY, 8 JUL 2015
HUB24's investment and superannuation platform doubled its funds under administration during the year to June 30, 2015. Funds under administration were $1.7 billion, up 100% from the year before and 14% more than the previous quarter. The platform also ...

Institutions and independents tackling risk reforms

ALEX BURKE  |  THURSDAY, 30 APR 2015
AMP has announced reductions in upfront commissions for licensed advisers on all life insurance policies, adopting a hybrid commission structure. At the same time, members of Australia's largest independent adviser network, Centrepoint Alliance, have ...

ClearView predicts end of independent financial advice

ALEX BURKE  |  WEDNESDAY, 1 APR 2015
The recommended restrictions and levelling of commission levels and upfront payments in the FSI and Trowbridge reports could drive independent advisers completely out of business, according to ClearView's FSI submission. The submission suggested that ...

AMP's Hillross crowns best advisers

LAURA MILLAN  |  THURSDAY, 22 JAN 2015
AMP-owned financial planning firm Hillross has handed out its Adviser of the Year, New Adviser of the Year and Firm of the Year awards at a ceremony this week. Sydney planner David Kennedy was crowned Adviser of the Year for his ability to "set meaningful ...

AFA GenXt roadshow connects knowledge and performance

MARK SMITH  |  MONDAY, 19 JAN 2015
The Association of Financial Advisers (AFA) will focus on education and knowledge as a means to drive business and client performance at this year's GenXt National Roadshow. More than 1,500 people are expected to attend the roadshows that are taking ...

Advisers confirm SMSF appetite for LICs

STAFF WRITER  |  MONDAY, 17 NOV 2014
... Self-managed super fund (SMSF) investors are showing an appetite for listed investment companies (LICs) according to a new adviser survey. A survey of 30 advisers who attended a recent Perpetual roadshow, revealed that that 57% believe the growth of ...