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Showing 201 - 210 of 439 results for "Financial advisor"

CBA reaction too slow, too little, too late

LAURA MILLAN  |  FRIDAY, 4 JUL 2014
Commonwealth Bank's initiative to set up a program to review financial advice given to its clients from 2003 to 2012 has been slammed by several stakeholders for being too slow, too little and too late. Speaking at a Melbourne Institute event yesterday ...

NAB business growth manager joins Fortnum

LAURA MILLAN  |  FRIDAY, 6 JUN 2014
National Australia Bank (NAB) Wealth and MLC business growth manager for New South Wales will join Fortnum Financial Group as national sales manager. Joel Taylor will be responsible for building relationships with new and existing member firms, and ...

PE backed IPOs outperform

ALEX DUNNIN  |  THURSDAY, 10 APR 2014
Initial public offerings backed by private equity investment managers out-perform other IPOs by a factor of almost 50:1, according to research just released by the private equity and venture capital association AVCAL. The study which was prepared by ...

Bell Financial appoints Bell Potter MD to board

ALICE URIBE  |  FRIDAY, 21 MAR 2014
The managing director of Bell Potter Securities Wholesale has been added to the board of broking and financial advisory firm Bell Financial Group (BFG). New board member Charlie Aitken joined Bell Potter in 2010 as part of the Southern Cross Equities ...

British govt to introduce pension choice

ALEX DUNNIN  |  FRIDAY, 21 MAR 2014
The British government is proposing a radical overhaul of the nation's private pensions system and will introduce choice of retirement product and simplify retiree taxation structures. The proposals were announced in the British 2014 Budget that was ...

Dealer group Infocus buys MLC shares, becomes independent

ALICE URIBE  |  WEDNESDAY, 19 MAR 2014
Dealer group Infocus Wealth Management's (Infocus) existing shareholders have bought back MLC's share of the business and will now become fully independently owned. Bucking rumours that the group was looking for an institutional parent, Infocus has ...

MDA provider inks deal with Affinity and Redgum

STAFF WRITER  |  TUESDAY, 18 MAR 2014
Managed discretionary account (MDA) operator, managedaccounts.com.au has inked deals two boutique financial advisory firms to integrate the company's solution into their businesses. The deals with Sydney-based Affinity Wealth Services and Melbourne-based ...

SEC prioritises cybersecurity

ALEX DUNNIN  |  THURSDAY, 13 MAR 2014
... specific requirements but principles it expects market participants to follow, reported the US news service Financial Advisor. "Small securities firms won't get a pass on cyber security rules," she said. Cybersecurity awareness has grown as an issue ...

Financial Index offers $130m for Centric Wealth

ALICE URIBE  |  MONDAY, 13 JAN 2014
Financial Index Wealth Accountants (FIWA) has entered into an agreement to purchase advisory firm Centric Wealth, in a move that will create one of Australia's largest financial advisory businesses not owned by a mainstream institution, with more than ...

Industry funds should offer SMSFs: QMV

JAMES FERNYHOUGH  |  WEDNESDAY, 11 DEC 2013
... there was no reason why industry funds shouldn't develop the SMSF capabilities that banks have. "You'd have a financial advisor, you'd have an accountant. The technology that most industry funds have at the moment wouldn't be able to cater for the reporting ...