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Showing 121 - 130 of 217 results for "Wise"

New wave of retirees to challenge advisers

KERRIE SYDEE  |  THURSDAY, 16 JUN 2016
The new wave of baby boomer retirees is set to dramatically change the direction of financial advice, argues industry consultant John Wiseman. According to Wiseman, advisers will be faced with a number of challenges as they search for solutions that ...

July 1 will end the "amateur" SMSF era

ALEX BURKE  |  MONDAY, 21 MAR 2016
New entry and licensing requirements for SMSF auditors and accountants from July 1 will likely result in many funds being wound up, according to industry consultant John Wiseman. Wiseman noted that, as at December 2015, SMSFs represented 30% of the ...

Australia and UK to shape retirement landscape

DARREN SNYDER  |  MONDAY, 14 MAR 2016
... advance to the Australian mentality where providers think like the consumer. The UK's financial guidance website Pension Wise is a good step. "It's very early days but it would be interesting how Australia would view Pension Wise," Fraser said. Fraser ...

Adviser pleads guilty following ASIC sting

ALEX BURKE  |  FRIDAY, 15 JAN 2016
... adviser has pleaded guilty in the Maroochydore Magistrates Court to dishonest conduct following an ASIC investigation. Darren Wise was a former representative for a practice known at the time as Financial Planning Services. From 2000 until 2008, he owned ...

AZ NGA acquires sixth practice

ALEX BURKE  |  THURSDAY, 26 NOV 2015
... CBA-aligned practices Eureka Whittaker Macnaught and Lifestyle Financial Planning Services, Financial Lifestyle Partners and Wise Planners. Based in Mildura and formed via the merging of three advice firms in 2006, Harvest Wealth manages $166 million ...

New super transparency rules spark controversy

LAURA MILLAN  |  WEDNESDAY, 25 NOV 2015
ASIC's updated fee and cost disclosure requirements for superannuation funds have sparked controversy among industry stakeholders. The regulator released Regulatory Guide 97 Disclosing fees and costs in PDSs and periodic statements, which includes a ...

OneVue sees growth in RE services

MARK SMITH  |  MONDAY, 23 NOV 2015
... NWQ Fiduciary Fund, the YBR Protected Equities Fund and the Tyche Growth Fund. OneVue's head of investment management Alex Wise said more in the international equities and alternative sectors are expected to transition before Christmas and there is a ...

AZ NGA acquires $410m advice firm

ALEX BURKE  |  THURSDAY, 22 OCT 2015
... Next Generation Advisory (AZ NGA) has taken a 51% stake in a Sydney advice firm. The agreement to acquire Chatswood-based Wise Planners includes a 49% share swap with a 10-year progressive buy-back agreement, and follows AZ NGA's acquisitions of Pride ...

Life risk sales bounce back

ALEX BURKE  |  FRIDAY, 25 SEP 2015
... quarters of falling sales - although DEXX&R's previous report did note the March quarter is "traditionally the slowest", sales-wise. The top 10 companies in the research all reported an increase in sales during the June quarter; five of them reported ...

FEATURE: Custody under review

DARREN SNYDER  |  MONDAY, 3 AUG 2015
... funds. LGS chief executive, Peter Lambert, says the custody industry "has managed to make some massive strides efficiency-wise in the last few years" and "it was important the customer shared in those efficiency gains." "We did undertake a desktop review ...