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Showing 2321 - 2330 of 4389 results for "financial Advice"

Infocus chief executive departs

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2017
... organically and through acquisition, growing on our national network of financial advisory practices providing financial advice solutions to clients all around Australia," McKelvie said. "This has been a period of substantial change in the financial ...

Synchron adds to adviser network

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2017
... Dunsford also co-founded in 2011. Synchron director Don Trapnell said the dealer group "is very passionate about financial advice, particularly risk-related financial advice" and welcomed the new addition to the team. AZ NGA's acquisition in November ...

MyPlanner enters ASIC radar

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2017
... dealer group MyPlanner has negotiated additional conditions on its AFSL after it was found to be providing poor financial advice and failing to adequately supervise its representatives. ASIC surveillance found there were MyPlanner advisers who did not ...

Advice industry must think bigger: Netwealth

JAMIE WILLIAMSON  |  TUESDAY, 5 DEC 2017
Australia's financial advice industry should pay heed to the likes of Facebook, Google and Uber if it is to meet the evolving expectations of clients. Speaking at the inaugural IMAP InvestTech conference in Sydney today, netwealth joint managing director ...

Longstanding Godfrey Pembroke practice seeks own AFSL

JAMIE WILLIAMSON  |  MONDAY, 4 DEC 2017
A Victorian financial advice firm is working towards becoming self-licensed after more than 30 years' in partnership with Godfrey Pembroke. NAB-owned Godfrey Pembroke is assisting Scholten Collins McKissock in transitioning to its own AFSL, in what ...

Industry associations merge

KARREN VERGARA  |  FRIDAY, 1 DEC 2017
... involved with include the SuperStream data standards, the Insurance in Superannuation Working Group and Future of Financial Advice (FoFA) reforms. "The opportunities to liaise directly with representatives of the regulators had also brought about improved ...

Misperception of independence jeopardising trust

JAMIE WILLIAMSON  |  FRIDAY, 1 DEC 2017
... survey was first introduced. This may be partly driven by confusion around which planners provide independent financial advice, Roy Morgan suggests. Many consumers view institutionally-owned advice groups with different branding to their parent company ...

Praemium solution signs first client

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
... formerly known as V-Wrap, which integrates with Praemium SMA for investment management and reporting. Perth-based financial advice and investment management firm, Merchant Group, is the first to use the enhanced investment portfolio and self-managed ...

Institutional advice licensees to continue feeling the heat

JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2017
... of the non-aligned space. HUB24 managing director Andrew Alcock believes the ongoing impact of the Future of Financial Advice reforms and the enforcement of the Best Interest Duty requirements will see institutions forced to expand their offerings and ...

Westpac extends domestic violence support services for staff

JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2017
... Westpac's domestic and family violence employee action group, said: "During times of vulnerability and uncertainty, financial advice can help to provide clarity, security and peace of mind." "Our financial advisers are specifically trained on handling ...