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Showing 2061 - 2070 of 4746 results for "Financial advisers"

Former Financial Wisdom adviser banned

KARREN VERGARA  |  THURSDAY, 21 MAR 2019
... insurance churning. Geappen was licensed by Financial Wisdom from 2008 to 2016. In December 2016, he joined Dover Financial Advisers before jumping to Synchron in May 2018. According to ASIC FAR, Geappen ceased as an adviser in October 2018.

Australian Unity creates new partnerships role

ELIZABETH MCARTHUR  |  THURSDAY, 21 MAR 2019
... philanthropy and estate planning and Sally will focus on both, as she builds and maintains relationships with lawyers, financial advisers, private bankers, HNW clients and associated organisations and family offices. "Sally will work closely with staff ...

AFA takes red pen to Hayne report

HARRISON WORLEY  |  WEDNESDAY, 20 MAR 2019
The Association of Financial Advisers has stepped up its opposition to the Royal Commission's final report, claiming the inquiry failed to acknowledge the value of advice. In a paper released by the association this week, AFA general manager policy ...

Westpac exits personal advice, restructures leadership

JAMIE WILLIAMSON  |  TUESDAY, 19 MAR 2019
... self-licensing. As part of the exit, Westpac has agreed to sell some of its advisers to Viridian Advisory. Salaried financial advisers and support staff will transition to Viridian. About 175 BT Financial Advice staff, including 90 advisers, will move ...

Former adviser cops 10-year prison sentence

JAMIE WILLIAMSON  |  MONDAY, 18 MAR 2019
... deliberately misled his clients and used their savings as he pleased. Clients should be able to trust their financial advisers. In this case, Nakhl dishonestly and deliberately breached his clients' trust. ASIC welcomes the sentencing decision handed ...

Sunsuper enhances online advice services

ELIZABETH MCARTHUR  |  MONDAY, 18 MAR 2019
One of Australia's largest superannuation funds has rolled out a new range of online services for financial advisers. By way of Adviser Online, Sunsuper said it is making it easier for its 2700 financial registered external advisers to do business by ...

TAL goes back-to-back at AFA awards

HARRISON WORLEY  |  MONDAY, 18 MAR 2019
... important to recognise those financial organisations who are delivering outstanding products and services to financial advisers and their clients and congratulate all of our 2018 winners and finalists," AFA chief executive Phil Kewin said. "These are ...

Super funds eye intra-fund advice shake-up

KARREN VERGARA  |  FRIDAY, 15 MAR 2019
... topic because it's too restrictive. If it doesn't expand, it would be difficult for super funds and financial advisers not to go down the general advice path, he said, pointing out that many members will not seek or pay for personal advice. Bowtell ...

More advisers using ETFs

KANIKA SOOD  |  THURSDAY, 14 MAR 2019
The share of financial advisers using ETFs for their clients has increased last year, according to the latest BetaShares Investment Trends ETF report. About 47% of advisers used ETFs in 2017, the report shows. This number has since grown to 53%. A further ...

Investors stick with managed accounts despite volatility

HARRISON WORLEY  |  THURSDAY, 14 MAR 2019
... their strategy to achieve their long term goals. "This speaks volumes for the "value added" service provided by financial advisers to their clients." Total funds within managed account structures now stands at $62.12 billion, with managed discretionary ...