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Showing 151 - 160 of 653 results for "Kerri"

AdviserLogic appoints director for hybrid role

KERRIE SYDEE  |  TUESDAY, 11 OCT 2016
AdviserLogic has appointed a new non-executive director who will also contribute to the company's strategic partnership opportunities. Paul Harding-Davis will join the company as a non-executive director and will also actively contribute to sourcing ...

CBA uses virtual reality to revitalise financial education

KERRIE SYDEE  |  TUESDAY, 11 OCT 2016
The Commonwealth Bank of Australia has launched a new virtual reality education program aimed at increasing the financial literacy of young Australians. With a recent survey from Zurich revealing Australians to be overconfident when it comes to money ...

Advisers must be aware of cognitive nuances

KERRIE SYDEE  |  TUESDAY, 11 OCT 2016
Financial advisers must understand the pitfalls of the human brain and the way human tendencies can impact how knowledge is shared, according to professor of psychology at Harvard University Dr Jason Mitchell. Developed over millions of years of evolution ...

ASIC permanently bans dishonest adviser

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
ASIC has permanently banned a Tasmanian financial adviser from providing financial services. Director and former financial adviser at Directions Wealth Management, Andrew Williams, has been permanently banned by ASIC for dishonestly providing financial ...

Findex hit with penalties

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
Findex Group and Financial Index Australia (FIA) have each paid $10,800 in penalties following the issuing of infringement notices by ASIC for potentially misleading claims on the Findex website. Between August and December 2015, FIA published posts ...

Godfrey Pembroke celebrates excellence in advice

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
Adviser group Godfrey Pembroke has revealed the winner of its Adviser of the Year and Premier Practice Awards at its biennial conference. Principal financial planning specialist at Lighthouse Capital, Julia Schortinghuis, was awarded Adviser of the ...

Popularity of annuity bonds set to soar

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
Indexed annuity bonds are expected to experience sales growth over the next 12 months as the reality of low interest rates and high volatility drives more investors to the asset class. FIIG Securities national manager of adviser services, Simon Michell ...

Top tips to kill your advice business

KERRIE SYDEE  |  FRIDAY, 7 OCT 2016
Businesses are living organisms and they will die without nourishment, according to Kearney Group chief executive Paul Kearney. Speaking as part of a focus session at the 2016 AFA National Advisers Conference, Kearney took delegates through his top ...

AFA excellence in education award winner revealed

KERRIE SYDEE  |  THURSDAY, 6 OCT 2016
The Association of Financial Advisers and Asteron Life have presented the 2016 AFA Excellence in Education Award this morning. Ascent Wealth Management's Stephen Nielsen was presented the award, while Steve Dobson of Mal Dobson & Associates was awarded ...

Howard: Bank scrutiny "strange"

KERRIE SYDEE  |  THURSDAY, 6 OCT 2016
The scrutiny of Australia's big four banks has been labelled "strange" by former Prime Minister John Howard, who heralded the institutions as one of four pillars that guided Australia through the Global Financial Crisis. Howard was the first plenary ...