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Showing 161 - 170 of 307 results for "Nomination"

No age limit on great advice

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2017
ANZ Wealth is encouraging financial advisers of all ages to apply for the AFA Rising Star Award, saying there is a misbelief that it only seeks to recognise young advisers. Speaking to Financial Standard, ANZ Wealth head of sales Don Sillar said there ...

Industry super fund appoints new chair

KARREN VERGARA  |  TUESDAY, 4 JUL 2017
... and director since April 2015, serving on the super fund's investment committee and its governance, remuneration and nomination committee. She retains her current position as councillor of Sydney's Woollahra Municipal Council, and was deputy mayor between ...

Magellan adds John Eales to board

KARREN VERGARA  |  FRIDAY, 30 JUN 2017
Magellan Financial Group enlisted former rugby union player John Eales to its board. Eales will join as a non-executive director, serving on the board's audit and risk committee, and the remuneration and nominations committee. He also sits on the boards ...

Advisers must seek alternative estate planning options: Austock

EMMA RAPAPORT  |  WEDNESDAY, 21 JUN 2017
... investment proceeds (tax-free) upon the investor's death and bypass the Will and legal estate. In contrast, a bond's nomination is neither subject to trustee discretions, nor does it entail natural person or "dependent" restrictions as to the range of ...

FSU calls out NAB for lack of standards

JAMIE WILLIAMSON  |  TUESDAY, 20 JUN 2017
Any compliance breaches made by NAB Financial Planning around the incorrect witnessing of Beneficiary Nomination forms prior to 31 May 2017 should not be included in the new conduct background check protocol. That is the view of the Finance Sector Union ...

NAB adviser puts beneficiaries at risk

JAMIE WILLIAMSON  |  MONDAY, 29 MAY 2017
... Planning is undertaking a review after one of its advisers failed to correctly witness the signing of client Beneficiary Nomination Forms on more than one occasion. During a regular compliance review in late 2016, NAB Financial Planning found that the ...

AFA and ANZ begin search for 2017 Rising Star

JAMIE WILLIAMSON  |  TUESDAY, 23 MAY 2017
The Association of Financial Advisers and ANZ are on the hunt for the 13th Rising Star of the Year. Nominations for the award are now open to advisers with four years' experience or less in delivering quality financial advice, actively contributing ...

Nominations for adviser award opens

KARREN VERGARA  |  FRIDAY, 21 APR 2017
Nominations for the Asteron Life and the Association of Financial Advisers' annual Excellence in Education Award are now open. Celebrating its 10th year, the award recognises financial advisers who demonstrate professionalism and commitment to further ...

Elder financial abuse requires education

KARREN VERGARA  |  TUESDAY, 18 APR 2017
The SMSF Association believes preventing elder financial abuse requires increased education for trustees and advisers, not stricter legislation. The dangers emerging from an ageing population and cognitive decline makes elderly superannuation fund members ...

MAX Awards launch Financial Literacy Campaign of the Year

MICHELLE BALTAZAR  |  THURSDAY, 6 APR 2017
This year's MAX Awards will feature a new category - the Financial Literacy Campaign of the Year - to recognise the crucial role the industry plays in furthering wealth education. The introduction of the new category coincides with the 25th anniversary ...