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Showing 221 - 230 of 563 results for "Ours"

Advisers react to Royal Commission revelations

JAMIE WILLIAMSON, KARREN VERGARA  |  FRIDAY, 27 APR 2018
... remembered this advice. Stewart Bell, financial adviser business coach, Audere Consulting Many of the issues raised are NOT ours to respond to. We are not the advisers who do the wrong thing. We are not the paraplanner who signed off on something that ...

OneVue and managed account provider add scale to advice firm

JAMIE WILLIAMSON  |  THURSDAY, 26 APR 2018
... concentrate on interacting with clients and finding better ways to add value. Watershed's investment philosophy also aligns to ours," he said. Watershed managing director Adam Rowley said its solution favours both domestic and international equities. ...

ANZ dragged its heels on adviser misconduct

ALEX BURKE  |  FRIDAY, 20 APR 2018
The former chief executive of ANZ-aligned RI Advice told the Royal Commission the group took "too long to act" on adviser misconduct. Darren Whereat discussed the case study of former RI Advice authorised representative John Doyle with Senior Counsel ...

Royal Commission case study: advice put retirement in ruins

JAMIE WILLIAMSON  |  THURSDAY, 19 APR 2018
A Westpac case study analysed by the Royal Commission has demonstrated the devastating impact of inappropriate financial advice. Providing testimony in the first case study of inappropriate advice to be explored by the Commission, former Westpac customer ...

OneVue to create digital community via acquisition

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
OneVue acquired an online education platform for both financial advisers and consumers as part of a wider strategy to better connect the advice and funds management industries with investors. OneVue has bought digital distribution and education platform ...

CountPlus firm acquires NSW practice

ALEX BURKE  |  FRIDAY, 13 APR 2018
A CountPlus financial planning member firm will acquire 100% of a New South Wales accounting practice. Robson Partners will acquire Walker & Andrews with the process finalising on May 1. CountPlus described the acquisition as "earnings-accretive" for ...

Investor education key to healthy ETF market: SPDR

ALEX BURKE  |  WEDNESDAY, 11 APR 2018
... aware of these issues, because "if an ETF investor has a bad outcome on buying their first ETF, they're no longer a client of ours. They're scared off." "They need to know if the product is trying to match a benchmark, short it or frankly outperform ...

Lennox launches micro-cap fund

ALEX BURKE  |  MONDAY, 19 FEB 2018
Fidante-aligned Australian equities boutique Lennox Capital Partners is launching a new micro-cap fund. The Lennox Australian Microcap Fund will hold between 20 and 40 Australian and New Zealand companies and aims to outperform the S&P/ASX Small Ordinaries ...

FSC launches asset manager governance regime

ALEX BURKE  |  FRIDAY, 16 FEB 2018
... equities chief investment officer David Dixon noted the regime's overseas equivalents typically "focus on stewardship, whereas ours is also about internal governance. We see that as a positive." "By internal governance, I mean explicitly calling out ...

International broker enters Aussie market

DARREN SNYDER  |  MONDAY, 15 JAN 2018
Japanese online broking platform Monex officially enters the Australian market today with intentions to target the self-managed superannuation fund and financial adviser markets. Monex flagged its intention to operate in Australia in August last year. ...