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Showing 171 - 180 of 439 results for "Financial advisor"

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 ...

Choice of super fund won't always work: REST

DARREN SNYDER  |  FRIDAY, 8 JAN 2016
Offering a choice of superannuation fund to more Australian workers doesn't mean they will exercise the opportunity, nor make any better long-term investment decision. This was one of several views presented by REST Industry Super in its submission ...

Lazard funds rated by Lonsec

MARK SMITH  |  MONDAY, 16 NOV 2015
Lazard Asset Management's flagship Select Australian Equity Fund has retained its 'highly recommended' status from independent research house Lonsec, following a recent review. The Lazard Select Australian Equity Fund, which is a high conviction, benchmark ...

Robo revolution to benefit human advisers

MARK SMITH  |  TUESDAY, 10 NOV 2015
Digital advice tools should be seen as an opportunity, not a threat for the traditional advice market in the United States, according to the UB-based global analytics firm Cerulli Associates. "Many industry stakeholders assume that ongoing advances ...

Deloitte super plan could save budget $6bn

DARREN SNYDER  |  MONDAY, 26 OCT 2015
Financial advisory firm Deloitte suggests a better superannuation tax system would be to update proposals from the Henry Review, as it would not add taxes to either earnings or benefits. Labeled a "circuit breaker" the updated plan would see every Australian ...