Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 231 - 240 of 437 results for "Financial advisor"

Elixir adds business coach to consultancy team

MARK SMITH  |  MONDAY, 21 JAN 2013
Financial planning consultancy Elixir Consulting has appointed Geoff Pritchard as a business coach. Servicing Melbourne and Perth, Pritchard will provide business coaching, speaking services and corporate consulting to financial planning professionals. ...

FoFA readiness is all about client engagement: MLC

MARK SMITH  |  FRIDAY, 18 JAN 2013
Restructuring back office systems for the Future of Financial Advice Reforms is easy compared with preparing advisers for the different discussions they will have with clients, says MLC's Richard Nunn. Having targeted transparency and improving client ...

Matthews Steer creates new wealth management arm

MARK SMITH  |  THURSDAY, 13 DEC 2012
Melbourne-based Matthews Steer Chartered Accountants is to create a new wealth management division. The division will be known as Matthews Steer Private Wealth & Tax Management and headed up by director and qualified tax adviser Geoff Steer. The move ...

Advice tech more than back office tool: JP Morgan

MARK SMITH  |  MONDAY, 10 DEC 2012
... well as retail funds, administrators and independent financial advisers. O'Sullivan, who has a background as a financial advisor, says few advisors currently use the technology up-front. "There are huge advantages for using the software up-front as a ...

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 ...