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Showing 211 - 220 of 437 results for "Financial advisor"

HUB24 inks deal with Premium

STAFF WRITER  |  THURSDAY, 7 NOV 2013
HUB24 has inked a deal to administer a new white label investment and superannuation wrap offering for boutique financial advisory group Premium Wealth Management (Premium). As part of the agreement, the HUB24 platform will be branded for use by Premium's ...

ISA asks for scaled, affordable advice

LAURA MILLAN  |  FRIDAY, 4 OCT 2013
... recommend certain financial products that may not be best for their client, but provide a revenue stream to the financial advisor," the ISA said. Other policy priorities for the next years are putting the member first, be transparent, create stability ...

ETF market closes in on $9 billion milestone

MARK SMITH  |  FRIDAY, 6 SEP 2013
Australia's exchange traded product (ETP) market has expanded rapidly in 2013, reaching a record $8.8 billion in assets according to the latest ASX Funds Monthly Update. The report shows Australia's ETP industry, has grown by 61% in the 12 months to ...

Less than 1% of AusSuper members seek advice

JAMES FERNYHOUGH  |  THURSDAY, 15 AUG 2013
Less than 1% of AustralianSuper and REST members are receiving advice, despite the introduction of measures to improve access to advice as part of the Stronger Super reforms. Under MySuper 'intra-fund advice' regulations, funds can collectively charge ...

COIN mulls Revex acquisition

LAURA MILLAN  |  FRIDAY, 19 JUL 2013
Technology provider Rubik Financial has entered into a non-binding term sheet with Revex Solutions that contains an option for COIN to acquire Revex and a four year exclusive reseller agreement with Revex. Both parties have agreed to negotiate on an ...

ASIC bans Gateway Financial adviser permanently

LAURA MILLAN  |  MONDAY, 8 JUL 2013
The Australian Securities and Investments Commission (ASIC) has permanently banned a former Gateway Financial adviser, which is an authorised representative of Titanium Planners. Joshua John Doyle from Bradbury, New South Wales, has been permanently ...

MetLife CEO to join Financial Services Council board

ALICE URIBE  |  TUESDAY, 25 JUN 2013
Marc Lieberman, the chief executive of MetLife Australia, has been appointed as a director to the board of the Financial Services Council (FSC). Peter Maher, chairman of the FSC welcomed the appointment at a time of change in the financial services ...

Man Group hires former JP Morgan MD as CEO

MARK SMITH  |  THURSDAY, 20 JUN 2013
Alternative asset manager Man Group has appointed Jamie Douglas as chief executive of its Australian business. Reporting to Man chief executive Emmanuel Roman, Douglas will have responsibility for giving local and international investors access to Man's ...

CleverSuper launches SMSF platform

LAURA MILLAN  |  MONDAY, 3 JUN 2013
Platform provider CleverSuper is attempting to bring advisers and self-managed superannuation funds (SMSF) closer together with the launch of a new administration platform. The service is available for a monthly fee and it provides advisers and trustees ...

LGBT wealth management market worth $3trn

MARK SMITH  |  TUESDAY, 21 MAY 2013
The Lesbian, Gay, Bisexual and Transgender (LGBT) community represents a multi-trillion dollar opportunity for wealth managers and advisers, according to estimates from advisers specialising in the area. The campaign to legalise gay marriage in Australia ...