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Showing 1721 - 1730 of 4977 results for "Practice"

FPA launches Tinder for advisers

ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
... wants." He explained the tool will allow advisers and clients to be matched based on age, gender, location, values, fees, practice size and ownership. Match My Planner has come about as a result of research commissioned by the FPA in 2017 to find out ...

ASIC moves to ban direct life cold calling

HARRISON WORLEY  |  THURSDAY, 18 JUL 2019
ASIC moved to ban the unsolicited telephone sales of life and consumer credit insurance. Consultation is open for ASIC's proposal to ban the sale of direct life and consumer credit insurance by unsolicited phone calls, in a move the corporate regulator ...

Platform provider divests advice firm

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
An ASX-listed platform provider has sold its 50% equity holding in a Queensland-based financial planning practice. Xplore Wealth has divested its holding in McGregor Wealth Management, signing an agreement to transfer its shareholding back to an entity ...

ASIC slams consumer credit failures

HARRISON WORLEY  |  FRIDAY, 12 JUL 2019
... commence. Additionally, the regulator will begin consultation to ban unsolicited outbound CCI sales over the phone. The practice has come under scrutiny recently, after the Royal Commission and ASIC's review of direct life insurance revealed issues emanating ...

New strategic advisory lead at Willis Towers Watson

ELIZABETH MCARTHUR  |  THURSDAY, 11 JUL 2019
... evolution, providing insights to improve their governance and organisational design driven by learnings from global best practice tailored to their individual circumstances and comparative advantages. "On manager research, our focus is on driving further ...

Linda Elkins to depart Colonial First State

KANIKA SOOD  |  MONDAY, 8 JUL 2019
... management. She will join the firm effective August 5, taking over the leadership of the asset and wealth management practice from Howes on October 1. On July 1, Howes became national managing partner of KPMG Enterprise but will work with Elkins to transition ...

New chief executive at Evans Dixon

KANIKA SOOD  |  MONDAY, 8 JUL 2019
... executive chairman of McGrathNicol where he has overseen the transformation of that business from a specialist restructuring practice to a business with over 50% of its turnover relating to general advisory services." Anderson will step down from the ...

World leaders back impact investing

ELIZABETH MCARTHUR  |  FRIDAY, 5 JUL 2019
A gathering of G7 ministers responsible for development cooperation has issued a strong statement in support of impact investing. This comes after world leaders at the G20 summit in Osaka also spoke about the potential benefits of impact investing. ...

Private wealth firm adds partner

KARREN VERGARA  |  THURSDAY, 4 JUL 2019
... advice by HNW clients, families, business owners and senior corporate executives. Djani was named managing director of the practice in February this year. He moved to the newly created role after holding a position on Cardena's board and working ...

Boutique advice firms merge

ELIZABETH MCARTHUR  |  THURSDAY, 4 JUL 2019
... Gross believes her clients will benefit from a stronger offering, given Minchin Moore's dedicated investment team and practice manager, and a team of more than 20 who ensure compliance. "My business is now at a size where I needed to invest in it personally ...