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Showing 2311 - 2320 of 4389 results for "financial Advice"

Fiducian acquires three client books worth $40m in FUA

ALEX BURKE  |  FRIDAY, 15 DEC 2017
... establishing Fiducian in 1996. Over that time, he's steered the firm to becoming a diversified wealth operation covering financial advice, portfolio management, superannuation and proprietary administration technology. Fiducian chair Robert Bucknell ...

Former Challenger subsidiary chief joins SMSF fintech

EMMA RAPAPORT  |  FRIDAY, 15 DEC 2017
... Abbott. He will continue to work with NowInfinity on SMSF platform activities. NowInfinity is used by accounting, financial advice and super administration firms to help manage corporate compliance, document management and data integrity.

Adviser group edges on triple digits with new business

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2017
... Financial Group has added another practice to its stable, as its growing adviser network nears triple digits. Marsh Financial Advice is the latest business to join the dealer group, led by owner and principal adviser Shelley Marsh. A former Bankers Trust ...

Centrepoint Alliance names new chief executive

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2017
... directors, I am delighted to welcome Angus to the company. His proven leadership skills and passion for quality financial advice make him a great addition to the Centrepoint team." Benbow described leading Shadforth as a tremendous privilege but said ...

HNWI financial advice demand falls: Research

KARREN VERGARA  |  THURSDAY, 14 DEC 2017
... found there are less high-net-wealth investors using financial advisers compared to five years ago. The use of financial advice among high-net-worth investors (HNWI) has fallen to a five-year low, according to the insights, which show 435,000 millionaires ...

Elders enables greater access to advice in central NSW

JAMIE WILLIAMSON  |  WEDNESDAY, 13 DEC 2017
Two financial planners in New South Wales' central west are joining forces to launch a new financial advice business. Claire Russell, formerly of Ausure, will partner with Siebury adviser Geoff Siegert to launch Central West Financial Planning in Bathurst ...

Industry fund stepping up advice offering

JAMIE WILLIAMSON  |  TUESDAY, 12 DEC 2017
A $6 billion industry fund is looking to revamp its financial advice offering, commencing the tender process for a new provider to enhance its platform. LUCRF Super is calling for tenders to provide an integrated solution that will allow for straight-through ...

ASIC widens conflicted adviser remuneration rules

ALEX BURKE  |  THURSDAY, 7 DEC 2017
ASIC has added additional conditions to its definitions of conflicted remuneration in financial advice both in light of recent reforms and to address specific concerns. Issued ahead of the life insurance framework deadline on January 1, Regulatory Guide ...

Elders adds 22nd advice business

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2017
A financial advice business in NSW's Riverina region became the 22nd practice to join Elders Financial Planning in the last 18 months. Albury Financial Planning, led by Brenden Maclean, has joined the dealer group which has "successfully built a truly ...

Fox joins Tribeca Financial board

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2017
... phase. Tribeca Financial chief executive Ryan Watson said Fox's experience and leadership, and his passion for the financial advice profession will assist the firm moving forward with its ultimate goal to positively affect more people's lives. Fox said ...