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Showing 2071 - 2080 of 4389 results for "financial Advice"

AMP names new chief executive

JAMIE WILLIAMSON  |  WEDNESDAY, 22 AUG 2018
... acting chief executive in April when Craig Meller left AMP following the Royal Commission's inquiry into financial advice. De Ferrari will also join AMP's board as an executive director from 2019. AMP chair David Murray said the AMP board conducted ...

Former licensee chief to lead fund manager

JAMIE WILLIAMSON  |  TUESDAY, 21 AUG 2018
The former chief executive of a financial advice dealer group will now lead an $855 million investment manager. Clime Investment Management has appointed Rod Bristow to the newly-created role of group chief executive. Bristow served as chief executive ...

IOOF adds advice GM

JAMIE WILLIAMSON  |  MONDAY, 20 AUG 2018
... Following its acquisition of ANZ's aligned dealer groups, IOOF will welcome a new general manager for its combined financial advice business. Currently ANZ general manager, aligned licensees and advice standards, Darren Whereat will transition to the ...

Parents key to financial literacy legacy: FPA

HARRISON WORLEY  |  MONDAY, 20 AUG 2018
Latest research from the Financial Planning Association of Australia (FPA) shows parents accessing financial advice are more likely to discuss financial matters with their children. The FPA's 'Share the Dream' report explores the impact ...

Advisers can help democratise philanthropy

KARREN VERGARA  |  FRIDAY, 17 AUG 2018
... investors are fuelling changes in the philanthropic sector that present business development opportunities for the financial advice and wealth management industries, according to an expert. State Street Global Advisors SPDR head of practice management ...

Female Excellence in Advice finalists announced

DARREN SNYDER  |  THURSDAY, 16 AUG 2018
... AFA. The Female Excellence in Advice Award is a joint initiative by the AFA and TAL, and celebrates women in financial advice who are making a significant contribution to the profession, the community and clients. Finalists for the 2018 award are: Dominique ...

Trust in financial services down since Royal Commission: Poll

HARRISON WORLEY  |  TUESDAY, 14 AUG 2018
... light. Major scalps have been claimed well before the Commission issues its draft report - due in September. The financial advice hearings saw AMP in particular take a major hit, with several board members, the chief executive and chair all stepping ...

OneVue and Mercer join forces

JAMIE WILLIAMSON  |  MONDAY, 13 AUG 2018
OneVue is partnering with Mercer and a boutique financial advice group for a new bespoke private label offering. The fund administrator and platform provider is leveraging Mercer's asset consulting expertise to create Nextplan Wealth Management for ...

AFA gets an audience with O'Dwyer

HARRISON WORLEY  |  FRIDAY, 10 AUG 2018
... grandfathered commissions was an "overreaction", with trail commissions contributing little to the overall income of financial advice practices in reality. At the 2018 Association of Financial Advisers' National Roadshow in Sydney, AFA head of policy ...

Former advice specialist hired as Zenith analyst

KANIKA SOOD  |  THURSDAY, 9 AUG 2018
... adviser's perspective, which we can incorporate into our offering to ensure it maximises the benefits for our financial advice clients," Yap said. In January, Stephen Colwell who had worked at Kearney Group as a financial adviser for about six years ...