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Showing 2531 - 2540 of 4389 results for "financial Advice"

Fortnum names two key hires

DARREN SNYDER  |  MONDAY, 24 APR 2017
A former national manager at BT Financial Group is now heading financial advice at Fortnum Private Wealth. Joining Fortnum as head of advice is Kerry Thomas. She was previously national manager, practice advice, at BTFG and has more than 15 years' financial ...

Nominations for adviser award opens

KARREN VERGARA  |  FRIDAY, 21 APR 2017
... use." "It recognises passionate advisers who see education as a catalyst for adapting to a changing and complex financial advice environment. It is this drive and commitment to the practical application of knowledge that can inspire the increase in professionalism ...

Technology features driving superannuation product development

ALEX DUNNIN  |  FRIDAY, 21 APR 2017
... into broad groupings spanning member services, investment flexibility, account flexibility, insurance options, financial advice and ancillary services. Member services is currently the most active area of fund development, the researcher said, as these ...

IRESS readies industry for super reforms

EMMA RAPAPORT  |  WEDNESDAY, 19 APR 2017
... the superannuation laws with several updates. IRESS' superannuation administration platform, Acurity, and its financial advice technology, XPLAN, will now provide a range of updates to clients in response to the complex changes, with new versions being ...

ClearView slams APL standard

KARREN VERGARA  |  TUESDAY, 18 APR 2017
Listed financial advice firm ClearView criticised the Financial Services Council's life insurance approved product list draft standard as superficial and ineffectual, saying it will only allow sub-par practices to continue. ClearView managing director ...

AFA launches female excellence in advice award

EMMA RAPAPORT  |  TUESDAY, 18 APR 2017
... Excellence in Advice Award. The award, which is a joint initiative of the AFA and TAL, promotes positive change in the financial advice sector by encouraging more women to enter the industry and to take leadership roles. AFA chief officer Phil Kewin ...

Wealth management firm expands

EMMA RAPAPORT  |  THURSDAY, 13 APR 2017
... $400 million in funds under management. While starting as a stockbroking firm, Morgans now cover all aspects of financial advice, including financial planning and wealth management.

Former BTFG manager joins Synchron

KARREN VERGARA  |  WEDNESDAY, 12 APR 2017
Financial advice group Synchron appointed a former BT Financial Group manager to help expand its national footprint. Adelaide-based Sheridan Wright is the new South Australia and Northern Territory state manager and prior to her appointment was the ...

NAB Wealth hire targets growth

EMMA RAPAPORT  |  WEDNESDAY, 12 APR 2017
... the business to continue to grow its adviser network to give more Australians the opportunity to access quality financial advice. "The advice landscape is changing and we need to ensure we continue to deliver a valued and enduring experience for both ...

Accountants expand robo-advice reach

JAMIE WILLIAMSON  |  TUESDAY, 11 APR 2017
... Program to accountants, providing them and clients with access to its investment platform without the need for financial advice. Clients referred to Stockspot by accountants will receive personalised investment advice and portfolio management while partnered ...