Search Results | Showing 231 - 240 of 437 results for "Financial advisor" |
| | | 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. ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... 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 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 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 ... |
| | | | 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 ... |
| | | | 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, 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 ... |
| | | | 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 ... |
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