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Showing 231 - 240 of 433 results for "Financial advisor"

AMP merges fin planning businesses

BEN COLLINS  |  WEDNESDAY, 21 NOV 2012
AMP financial planning business ipac announced yesterday that it would integrate boutique financial advisory firm Tynan Mackenzie under the ipac brand. Tynan Mackenzie is also part of the AMP group. The integration will see Tynan Mackenzie transition ...

Annuities lead US advice requests

ALEX DUNNIN  |  WEDNESDAY, 10 OCT 2012
Annuities are the number one product class US investors are requesting advice for, according to a new report on the US annuities and the insurance sector by Cerullui Associates. "Annuities are the most unsolicited products requested by clients," they ...

SMSF industry hits back on 'rort' claims

MELANIE TIMBRELL  |  FRIDAY, 28 SEP 2012
Specialist SMSF group Dixon Advisory has rejected claims that self-managed super funds should be subject to new tax treatment, arguing that recent papers ignore tax concessions available to all superannuation members. Nerida Cole, managing director ...

Lazard consolidates Sydney foothold

MARK STORY  |  TUESDAY, 11 SEP 2012
In an attempt to consolidate its ties with Sydney clients, Melbourne-based Lazard Australia will acquire independent corporate advisory firm O'Sullivan Partners, led by founder and managing partner Tony O'Sullivan. O'Sullivan will become head of Lazard's ...

Joyce Phillips appointed to FSC board

BEN COLLINS  |  FRIDAY, 7 SEP 2012
Joyce Phillips, CEO, global wealth & private, ANZ, has been appointed as a director of the Financial Services Council (FSC) at a board meeting on 23 August 2012. Phillip's election means the FSC's board is now at full complement with 14 directors. "Joyce ...

FSC super governance policy forces independence

BEN COLLINS  |  MONDAY, 27 AUG 2012
A majority of directors on superannuation trustee boards must be independent, under draft superannuation governance policy released by the Financial Services Council (FSC) this morning. An independent director must also chair the trustee board, and ...

Crystal Wealth appoints former Multiport CEO

LINDA HAUSKEN  |  MONDAY, 6 AUG 2012
Boutique financial advisory and investment management firm Crystal Wealth Partners has named former Multiport chief executive John McIlroy as company director and shareholder. Prior to joining Crystal Wealth Partners, McIlroy was the founder of SMSF ...

FSC elects deputy chairman

BEN COLLINS  |  WEDNESDAY, 27 JUN 2012
AMP Financial Services managing director Craig Meller has been elected deputy chairman of the Financial Services Council. Meller joins Schroder Investment Management Australia's chief executive officer, Greg Cooper, as deputy chair, as well as Macquarie ...

EQT establishes Private Wealth division

MELANIE TIMBRELL  |  THURSDAY, 14 JUN 2012
Equity Trustees Limited has established a Private Wealth Services division under the leadership of newly recruited executive, Geoff Rimmer. Rimmer, most recently chief executive officer of adviser group Financial Services Partners, will take responsibility ...

AFA opens Adviser of the Year nominations

LINDA HAUSKEN  |  FRIDAY, 8 JUN 2012
The Association of Financial Advisers, in partnership with Zurich, has opened nominations for the 2012 AFA Adviser of the Year Award. The Award is celebrating its 10th year of recognising the best advisers in Australia. "Zurich partnered with the Association ...