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Showing 2151 - 2160 of 4389 results for "financial Advice"

Advice fintech reshuffles leadership

JAMIE WILLIAMSON  |  THURSDAY, 31 MAY 2018
The managing director of an ASX-listed financial advice fintech is stepping aside and an interim chief executive has been appointed. Intiger announced managing director Mark Fisher will hand over leadership of the software developer to global head of ...

StatePlus awards custody mandate

KANIKA SOOD  |  WEDNESDAY, 30 MAY 2018
... StatePlus has awarded a custody mandate to the same provider as its $90 billion parent First State Super. The financial advice and investments firm's custody mandate was won by State Street. State Street will now provide StatePlus with back office ...

Productivity Commission addresses superannuation lottery

DARREN SNYDER  |  TUESDAY, 29 MAY 2018
... that can meet members' needs. It highlights the most important task remaining "is to improve the quality of financial advice to guide members among the various complex products, especially where members may decide to make the mostly irreversible ...

AMP appoints group general counsel

DARREN SNYDER  |  FRIDAY, 25 MAY 2018
... Salter departed at the height of AMP's recent appearances at the financial services Royal Commission and when its financial advice division faced much scrutiny. He was one of several executives to depart including then AMP Group chair Catherine Brenner ...

ANZ dealer group chief departs

JAMIE WILLIAMSON  |  THURSDAY, 24 MAY 2018
... and Financial Services Partners chief executive Matt Brown has been appointed to lead Australian Unity's financial advice division. As executive general manager - advice, Brown will report directly to Australian Unity Wealth and Capital Markets chief ...

Wealth manager reviews software provider

JAMIE WILLIAMSON  |  THURSDAY, 24 MAY 2018
... of institutional growth Salvado Saiz said the firm is delighted to be a part of Suncorp's overall vision for financial advice. "The future of planning tech means being to deliver best-in-class strategy and product modelling, giving advisers the ability ...

VOFF asks Medcraft to "face the music"

ALEX BURKE  |  WEDNESDAY, 23 MAY 2018
... sentiment was echoed by former CBA financial planner-turned-whistleblower Jeff Morris during the Royal Commission financial advice hearings, who tweeted that he had been trying for a decade to get ASIC moving on financial planning. "Inconceivable they ...

Poor SoAs hindering advice process

JAMIE WILLIAMSON  |  MONDAY, 21 MAY 2018
... concern that a lack of clear and consistent templates for Statement of Advice documents is potentially causing financial advice clients to sign off on advice they don't actually understand. Paraplanning services provider YTML has seen more than 50 different ...

Retirement income paper open for consultation

KANIKA SOOD  |  FRIDAY, 18 MAY 2018
... Trustees will also have to provide "guidance" on products to their members, which may or may not classify as "financial advice". If trustees are providing financial advice, they will need to hold an Australian Financial Services Licence (AFSL). A 100% ...

AMP Advice risk chief departs

HARRISON WORLEY  |  THURSDAY, 17 MAY 2018
The chief risk officer at AMP's embattled financial advice business has resigned. Pally Bargri has departed his post as AMP Advice chief risk officer, stating he does not have the capacity required to help steer the under fire wealth manager through ...