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Showing 141 - 150 of 433 results for "Financial advisor"

Major advice firm endorses first home super saver scheme

DARREN SNYDER  |  WEDNESDAY, 9 AUG 2017
A prominent financial advisory firm is backing the Federal Government's First Home Super Saver Scheme even though it has received backlash from superannuation industry bodies. Dixon Advisory believes the latest draft legislation proposes more flexibility ...

Asset management looks different in 2020: Research

DARREN SNYDER  |  THURSDAY, 25 MAY 2017
Asset management will experience its "largest competitive realignment" over the next three years as the industry continues its increasing rate of mergers and acquisitions. Forty-four M&A deals took place in the first quarter of this year, and an industry ...

Asia-Pacific needs more retirement income specialists: Milliman

EMMA RAPAPORT  |  TUESDAY, 9 MAY 2017
... saw the need for improvement across the sector, with increased transparency and disclosure in relation to the financial advisor listed as important measures.

AZ NGA firm procures consultant

JAMIE WILLIAMSON  |  MONDAY, 10 APR 2017
AZ Next Generation Advisory subsidiary Wise Planners acquired the corporate superannuation consulting business of a North Sydney-based financial advisory firm. The purchase of Northbridge Financial Consulting from Northbridge Financial Solutions brings ...

Sentry Group awards industry excellence

JAMIE WILLIAMSON  |  TUESDAY, 28 MAR 2017
A West Australian advice firm was named Practice of the Year in Sentry Group's 2016 Excellence Awards. Mount Hawthorn-based PMM Financial Advisors received the award at an event in Perth, with Sentry Group chief executive Murray Hills saying the non-aligned ...

Perpetual growing high net worth segment

KARREN VERGARA  |  THURSDAY, 23 FEB 2017
Perpetual's financial advisory arm for high net worth individuals, Perpetual Private, helped boost the company's profit in the six months to December. Perpetual Private posted profit before tax of $18.7 million, up 9% on the previous corresponding period. ...

Make 2017 a big year for financial advice

MICHELLE BALTAZAR  |  MONDAY, 9 JAN 2017
It's that time of the year again where everyone gets to start with a clean slate. Ned Dane, head of private client group at US-based wealth manager OppenheimerFunds wrote an article late last month on how financial advisers should ring in the New Year. ...

Life insurance commissions bill passes lower house

ALEX BURKE  |  WEDNESDAY, 30 NOV 2016
Significant changes to life insurance commissions for advisers from 2018 are almost a reality following The Corporations Amendment (Life Insurance Remuneration Arrangements) Bill 2016 passing in the House of Representatives. Should the legislation also ...

Bridges appoints new CEO

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
IOOF-owned Bridges Financial Services has appointed a new chief executive with an aim to drive further growth for the dealer group. Nathan Stanton will lead the 200 financial planners operating under Bridges Financial Services. Stanton has more than ...

ASIC permanently bans jailed adviser

KERRIE SYDEE  |  FRIDAY, 28 OCT 2016
... Whelan pay the organisation $33,419.11 in compensation. ASIC deputy chair Peter Kell said: "Dishonesty by any financial advisor will not be tolerated by ASIC. We will take steps to remove financial advisors who have acted dishonestly from the financial ...