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Showing 211 - 220 of 288 results for "Financial Advisory"

Mind the leadership gap: survey

ALISON BEVEGE  |  TUESDAY, 15 MAR 2011
... from senior management. More worryingly, only 51 per cent of finance employees - including from super funds, financial advisory groups and banks, agreed their senior leaders were worthy of their trust. Head honchos were universally panned, with the finance ...

CFS names new advice head

ELISE BURGESS  |  TUESDAY, 8 MAR 2011
... Perkovic was chief executive officer and managing director of Count Financial where she was responsible for financial advisory, business development, marketing, and platform teams.

Centric Wealth reframes advice

ELISE BURGESS  |  THURSDAY, 3 MAR 2011
Financial advisory firm Centric Wealth sets new benchmarks in its profession through a new platform that combines a 'real world' approach to risk management with best-practice investing and advice-focused technology. The firm has launched a new investment ...

Morningstar signs $35bn research deal with CFS

MICHELLE BALTAZAR  |  WEDNESDAY, 16 FEB 2011
... Matrix Planning Solutions, which previously used van Eyk research. He said that the deal comes at a time when financial advisory groups face greater fiduciary responsibilities on their advice recommendations and ahead of FOFA reforms. The benefit to ...

AdviserLogic teams with Class Super

MATT WOODINGTON  |  THURSDAY, 3 FEB 2011
Financial advisory software provider AdviserLogic has agreed to integrate with online SMSF administration platform operator Class Super. The tie-up will enable AdviserLogic to provide users with automated data feeds, significantly increasing their efficiency ...

Shorten unveils advisory panel

MEDIA RELEASE  |  WEDNESDAY, 24 NOV 2010
Bill Shorten, the Minister for Financial Services and Superannuation, has unveiled a new financial advisory panel to help with the Government's Future of Financial Advice reforms. "The Panel will play a key role in lifting the level of professional ...

BFG to integrate firms

ELISE BURGESS  |  MONDAY, 22 NOV 2010
Southern Cross Equities and financial advisory firm Bell Potter will integrate into one brand from 1 July 2011, according to Bell Financial Group (BFG). BFG said that it would combine the two separate businesses to create a single retail, research ...

APESB extends consultation

ELISE BURGESS  |  THURSDAY, 30 SEP 2010
... year. The Accounting Professional & Ethical Standards Board (APESB) issued the Proposed Standard APES 230: Financial Advisory Services on June 30 which sought to cut commissions, percentage-based asset fees and production bonuses for certain accounting ...

Addwealth appoints head BDM

MEDIA RELEASE  |  TUESDAY, 28 SEP 2010
... on board a business model. Simultaneously, Pratt also developed and ran his own successful member firm and financial advisory consultancy in Sydney, Investment & Financial Planning, for 30 years. Prior to starting Investment & Financial Planning, Pratt ...

Rainmaker unveils 2010 award nominees

ELISE BURGESS  |  MONDAY, 16 AUG 2010
... recognise the best in financial services marketing. Professionals from all business arms including superannuation, financial advisory and institutional and retail investment management will convene to hear from industry-leading experts about some of ...