Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1821 - 1830 of 4746 results for "Financial advisers"

Advisers serious about licensee due diligence

JAMIE WILLIAMSON  |  WEDNESDAY, 20 NOV 2019
Financial advisers are now meeting with as many as 10 licensees before choosing a new home. This is according to HUB24 dealer group Paragem, which said advisers have doubled down on due diligence when it comes to selecting a new licensee, interviewing ...

Risk advisers a dying breed: Research

HARRISON WORLEY  |  WEDNESDAY, 20 NOV 2019
The proportion of financial advisers specialising in life insurance has more than halved in the last five years, according to Investment Trends research. In its 2019 Planner Risk Report released today, Investment Trends revealed just 15% of advisers ...

Three advisers cop ASIC bans

KANIKA SOOD  |  WEDNESDAY, 20 NOV 2019
ASIC has banned three financial advisers for up to five years each, in separate banning orders made recently. Wendy Michelle Chapman was banned for five years from providing any financial services. She was most recently employed as a senior planner ...

Many benefits to going your own way: CMC Markets

ELIZABETH MCARTHUR  |  WEDNESDAY, 20 NOV 2019
CMC Markets Head of Partners and Institutional APAC, Andrew Shade has commented on the benefits of financial advisers moving away from large financial institutions following the Royal Commissions. He highlighted three key benefits that are driving the ...

Vanguard appoints head of superannuation

ELIZA BAVIN  |  TUESDAY, 19 NOV 2019
... position to lead our superannuation undertaking as we develop this new offer with both individual investors and financial advisers in mind." Additionally, Maxim Tambling has joined the company as the new head of human resources and Louise Eyres is set ...

Total Financial Solutions to shutter next year

ELIZA BAVIN  |  TUESDAY, 19 NOV 2019
... dealer group. The plan was confirmed today at CountPlus' annual general meeting. TFS currently has around 81 financial advisers on staff, with CountPlus saying 62 have been invited to join subsidiary Count Financial, four have decided to exit the industry ...

IRESS wins technology mandate

KANIKA SOOD  |  TUESDAY, 19 NOV 2019
... global equities and ETFs. PhillipCapital is eyeing ease of access to international securities for Australian financial advisers and their clients with the integration. Users of IRESS software will be able to execute trades on 14 exchanges through PhillipCapital's ...

New advice groups detrimental to consumers

HARRISON WORLEY  |  MONDAY, 18 NOV 2019
... said digital advice in the US took off after startups tapped into a "middle market" of people who distrusted financial advisers but also wanted to create wealth. Bloch said the success of US digital advice firms also came down to their ability to provide ...

New role for HESTA advice executive

KANIKA SOOD  |  FRIDAY, 15 NOV 2019
... share of its members accessing financial advice and to grow its product distribution footprint through external financial advisers. The role went to Chris Joiner, who was Industry Fund Services' executive manager of advice solutions.

Life Company of the Year crowned

ELIZABETH MCARTHUR  |  FRIDAY, 15 NOV 2019
Two major insurance providers have cleaned up at the Association of Financial Advisers' Life Company of the Year and Consumer Choice Awards. Taking home the coveted namesake award, TAL was named Life Company of the Year for the third consecutive year. ...