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Showing 251 - 260 of 437 results for "Financial advisor"

FOFA provisions will go ahead: PJC

ELISE BURGESS  |  THURSDAY, 1 MAR 2012
The date is set for FOFA to start on July 1 this year with the Parliamentary Joint Committee releasing its report, complete with 15 new recommendations. In its 220-page report, the Parliamentary Joint Committee (PJC) noted that despite industry calls ...

Super contributions break through $1 trillion

ALEX DUNNIN  |  THURSDAY, 1 MAR 2012
In the past 13 years, $1 trillion has been contributed into superannuation funds while the proportion of benefits paid as lump sums has plummeted. The Australian Prudential Regulation Authority has just released its Annual Superannuation Bulletin for ...

Mercer appoints outsourcing head for Aust/NZ

ELISE BURGESS  |  FRIDAY, 10 FEB 2012
Ben Walsh has been appointed as the outsourcing market business leader for Australia and New Zealand, responsible for administration and services such as Mercer Super Trust, corporate stand-alone clients and industry and public sector funds. Mercer's ...

Issues beyond the FOFA horizon

ELISE BURGESS  |  WEDNESDAY, 18 JAN 2012
The Parliamentary Joint Committee submissions continue at a rapid pace with the Government receiving opinions both for and against the FOFA reforms package, yet a recent industry panel session looked at the issues facing the advice industry beyond FOFA ...

Snowball re-brands for future

CLAIRE MCGREAL  |  WEDNESDAY, 30 NOV 2011
Merged independent financial advisory groups Snowball and Shadforth are now known as SFG Australia. The name change was approved by shareholders at the group's annual general meeting in Sydney yesterday, after being given the green light by the regulator. ...

Instreet launches risk service for advisers

ELISE BURGESS  |  THURSDAY, 10 NOV 2011
A new risk management service is being trialled with advisers that provides risk assessments for direct share and ETF portfolios, according to investment house and service developer, Instreet Investment. The portfolio stress test and risk management ...

ANZ Wealth appoints head of practice based fin planning

ELISE BURGESS  |  TUESDAY, 8 NOV 2011
Former BT and Commonwealth financial planning head, Neil Younger, has been named as head of practice based financial planning for ANZ Wealth. Younger's previous role was general manager for Commonwealth Financial Planning where he reported to then Colonial ...

Matrix continues planning member expansion

ELISE BURGESS  |  WEDNESDAY, 2 NOV 2011
Independent Newcastle-based planning firm, PSI Investments, has joined Matrix Planning Solutions as a new member firm just two weeks after it signed a Sydney firm. PSI Investments was established over 20 years ago as part of the broader PSI Group and ...

Head of Bank of Melbourne Private appointed

RACHEL DAVIS  |  MONDAY, 31 OCT 2011
The first head of Bank of Melbourne Private has been appointed, with former National Australia Bank executive, Jonathan Ayres taking on the new role. Ayres comes from National Australia Bank where he spent more than ten years in senior roles including ...

Lachlan Partners diversifies into FI, alternatives

ALEX DUNNIN  |  FRIDAY, 28 OCT 2011
Low equity returns relative to other opportunities has spurred Lachlan Partners to diversify away from equities towards property, fixed interest and alternatives to cater for clients wanting to diversify their investment base. "Volatility in overseas ...