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Showing 151 - 160 of 437 results for "Financial advisor"

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 ...

A-REIT added to Asgard platform

DARREN SNYDER  |  TUESDAY, 27 SEP 2016
A high conviction, actively managed fund providing access to a diversified portfolio of ASX-listed real estate securities has been added to the Asgard platform. The Folkestone Maxim A-REIT Securities Fund is the newest addition, known for its disciplined ...

PM Capital hires two from BTIM

MARK SMITH  |  THURSDAY, 22 SEP 2016
... Lachlan Cameron is responsible for the distribution of PM Capital's investment funds to private, institutional and financial advisor clients. He joins from BT Investment Management where he was head of wholesale sales, responsible for sales of funds ...

Advisory firm has licence cancelled

MARK SMITH  |  MONDAY, 19 SEP 2016
Melbourne-based corporate advisory firm Allegianz has had its financial services licence cancelled by ASIC for failing to lodge financial statements and auditor reports. Allegianz's AFSL was suspended for six months in March 2016 after the company failed ...

Super funds extend support to local communities

KERRIE SYDEE  |  TUESDAY, 6 SEP 2016
... particularly important given the ongoing changes to the energy sector: "The appointment of a new Townsville-based financial advisor highlights Energy Super's member driven focus and commitment to ensuring all of our members and clients have access to ...

Former Westpac exec joins YBR

JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2016
Yellow Brick Road (YBR) has appointed a former Westpac executive as general manager of its wealth division. Adam Youkhana, most recently head of partnerships and private banks for financial planning at Westpac, now leads YBR's wealth management business ...

New board members, partnership for BondAdviser

KERRIE SYDEE  |  THURSDAY, 1 SEP 2016
BondAdviser has made two key board appointments and has partnered with a national independently owned financial advisory firm. BondAdviser has appointed Steve Dammerer as chair and Graeme Abram as a non-executive director. Dammerer has over 30 years' ...