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Showing 161 - 170 of 433 results for "Financial advisor"

Time to review MySuper effectiveness

DARREN SNYDER  |  FRIDAY, 1 JUL 2016
A superannuation advisory group says now is an opportune time for funds and members to review MySuper offerings and question whether it's the solution they were looking for. One of superannuation's largest reforms, the transition of default members ...

BetaShares launches model portfolio service for advisers

MARK SMITH  |  MONDAY, 6 JUN 2016
BetaShares has launched an asset allocation and ETF model portfolio service for its financial adviser clients. The service comprises a modular set of solutions. The first module is a strategic asset allocation (SAA) based on forward-looking expected ...

Crowe Horwath acquires QLD firm

KERRIE SYDEE  |  MONDAY, 30 MAY 2016
Findex-owned national accounting and financial advisory group Crowe Horwath has acquired a Queensland accountancy firm. The Queensland arm of Moore Stephens has reached an agreement to become part of Crowe Horwath. Commenting on the agreement, Findex ...

AIA launches adviser wellness program

DARREN SNYDER  |  WEDNESDAY, 25 MAY 2016
Life insurer AIA Australia has launched a 12-week executive wellness program targeted at financial advisers to enhance their business value and personal effectiveness as business owners. The initiative will be based around AIA's Vitality program and ...

Knight Financial Advisors unveils new MDA service

MARK SMITH  |  WEDNESDAY, 25 MAY 2016
Self-licensed advisory firm Knight Financial Advisors has launched a new managed discretionary account (MDA) service built in partnership with listed managed account operator Managed Accounts Holdings (MGP). The service replaces the licensee's proprietary ...

AZ NGA signs twelfth firm

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
AZ Next Generation Advisory has signed a binding sale and purchase agreement to acquire the entire capital of its twelfth firm. Sterling Planners was established in 1997 and currently services clients from North Sydney. The firm offers clients a full ...

Advisers shouldn't overlook workplace super

KERRIE SYDEE  |  WEDNESDAY, 27 APR 2016
Advisers looking to grow their businesses should not overlook workplace superfunds as a means of increasing revenue and their referral base, according to IOOF. IOOF, which has created a guide to help advisers succeed as a workplace super adviser, claims ...

Technology and collaboration to drive financial advice

KERRIE SYDEE  |  THURSDAY, 14 APR 2016
... customer is increasingly concerned about the economic environment they operate in, to be a trusted, successful financial advisor, the industry needs to become more transparent with its customers." Face to face advice remains top of mind for many investors ...

Deloitte Digital appoints Asia-Pacific commerce director

WHITNEY FITZSIMMONS  |  WEDNESDAY, 13 APR 2016
Deloitte Australia has appointed John Preston as its director of commerce for it digital division in an effort to boost its e-commerce capabilities. Preston joins Deloitte from DigitasLBI where he was commerce technology group director for Asia Pacific. ...

ASIC hands Allegianz six month suspension

KERRIE SYDEE  |  FRIDAY, 1 APR 2016
ASIC has placed a six month suspension on Melbourne-based Allegianz's Australian Financial Services Licence (ASFL) for failing to comply with a number of key obligations. In a statement the regulator said that Allegianz had failed to lodge auditor reports ...