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Showing 2291 - 2300 of 4389 results for "financial Advice"

IOOF recruits former Australian Unity executive

JAMIE WILLIAMSON  |  TUESDAY, 16 JAN 2018
... with Australian Unity as well as with Aviva Australia, covering superannuation, platforms, funds management and financial advice. He is also currently a non-executive adviser to Kaizen Recruitment which specialises in filling job vacancies in the financial ...

The next generation of adviser and client

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
Recognising the barriers to gender equality in the financial advice industry and taking steps to widen the entry door for women is vital to the positive progression of female advisers and traditional business models. State Street Global Advisors' SPDR ...

ASIC successfully files injunction against Melbourne advice provider

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
... business was offering loans direct to consumers that could only be obtained if the consumer also agreed to receive financial advice. The financial advice offered by Financial Circle Pty Ltd recommended consumers purchase personal insurance products and ...

Wealth firm acquires taxation educator

JAMIE WILLIAMSON  |  FRIDAY, 12 JAN 2018
An ASX-listed wealth management and financial advice firm has acquired a provider of in-house tax training for accountants and lawyers. Knowledge Shop, a wholly-owned subsidiary of Easton Investments, has paid $360,750 to acquire 65% of Taxbytes; a ...

Former Perpetual manager moves to advice firm

EMMA RAPAPORT  |  WEDNESDAY, 10 JAN 2018
A former Perpetual national practice development manager has accepted a position at a regional financial advice firm. Lisa Gamble recently joined Newcastle-based Infinity Wealth and Financial Services as the firm's business manager, with oversight for ...

Industry funds reign supreme: Research

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2018
... financial planners, Morris added. "For young people to become more engaged in superannuation they are likely to need financial advice and education but this has proven difficult in the past because of cost, the level of interest and trust. The poor rating ...

AustralianSuper embraces goals-based advice

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2018
Australia's largest superannuation fund is making the switch to goals-based financial advice. Speaking to Financial Standard, AustralianSuper group executive, member experience and advice Shawn Blackmore said the $120 billion fund has started to integrate ...

Life insurance inflows stable: Research

KARREN VERGARA  |  MONDAY, 8 JAN 2018
... on 1 January 2018 will be the strongest test of fee-for-service risk advice, a model seen as imperative to the financial advice industry's future, according to industry experts. From January financial advisers will no longer be able to receive 120% upfront ...

AZ NGA practice acquires regional advice firm

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
A national financial advice firm added its third office, acquiring an advice business on the New South Wales Central Coast. Eureka Whittaker Macnaught purchased Ken Mann's Regional Financial Solutions practice, complementing its existing presence in ...

Financial advice crucial to industry fund members: Cbus

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
More than 3000 Cbus members have been paired with a Certified Financial Planner under an advice program run in conjunction with the Financial Planning Association. The industry superannuation fund is further encouraging its members to embrace financial ...