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Showing 231 - 240 of 377 results for "ACU"

Key board appointment for Sequoia

JAMIE WILLIAMSON  |  MONDAY, 21 NOV 2016
Sequoia Financial Group has bolstered its board with a new non-executive director. Sequoia has appointed Garry Crole, managing director of independently owned AFSL, Interprac Financial Planning. Crole will also join Sequoia's governance committee, risk ...

New advisers in need of extra training

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
A training program launched by Partners Wealth Group is hoping to equip new financial advisers with the client relationship tools they may not gain through academic studies. The Partners Wealth Group Associate Advisor Academy (AAA) has been designed ...

Advisers unsure on super contributions

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
Adviser queries around non-concessional super contributions have doubled in the last month, according to BT Advice Technical's September quarter round-up. The report shows the questions most commonly asked by advisers over the quarter were in regards ...

Advisers optimistic amid challenges

KERRIE SYDEE  |  THURSDAY, 27 OCT 2016
Financial advisers around the world remain optimistic about the future of their businesses despite facing a growing number of regulatory changes, according to a new study by Vanguard. Vanguard's 2016 Global Adviser Trends Survey gained insights from ...

How a niche can add value

MARK SMITH  |  THURSDAY, 6 OCT 2016
In the evermore complex world of financial advice, trying to be a jack-of-all-trades could be hurting your business. That's according to 2015 AFA Adviser of the Year David Reed, who told delegates at this year's annual conference that he had gone from ...

IOOF chair to retire, director appointed

KERRIE SYDEE  |  TUESDAY, 4 OCT 2016
IOOF has revealed its chair will retire at the company's annual general meeting in November and has appointed a new non-executive director. Dr Roger Sexton will retire from the IOOF board having spent 15 years as a director of IOOF and four years as ...

Industry heavyweights back listed venture fund

MARK SMITH  |  THURSDAY, 29 SEP 2016
Some of the industry's best-known entrepreneurs have thrown their weight behind a new listed investment fund which aims to provide funding for early and growth stage fintech start-ups. H2Ocean, the latest brainchild of H2 Ventures founders Ben and Toby ...

Myer Family Investments chair to retire

ALEX BURKE  |  MONDAY, 26 SEP 2016
Myer Family Investments will renew its board after its October 18 annual general meeting. Martyn Myer, appointed as chair in 2011, will retire from the board and be replaced by Sidney Myer, who currently serves as a non-executive director. Martyn Myer ...

Suncorp appoints new wealth CEO

ALEX BURKE  |  THURSDAY, 22 SEP 2016
Suncorp has appointed a new chief executive banking and wealth, and made two other leadership team changes. David Carter was previously chief financial officer for banking and wealth. He has held other roles at Suncorp, including executive general manager ...

Templeton director returns to the fold

ALEX BURKE  |  THURSDAY, 22 SEP 2016
A Templeton Global Growth Fund director has returned from a leave of absence. Michael J. O'Brien initially requested six months' leave from the board due to "short-term pressure of other commitments," but has returned as a non-executive director. This ...