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Showing 2791 - 2800 of 5855 results for "Profession"

Advice business offers enforceable undertaking

JAMIE WILLIAMSON  |  TUESDAY, 1 AUG 2017
Financial Index Australia entered into an enforceable undertaking with ASIC after an investigation found advisers had moved clients into more expensive, FIA-branded products without reason. ASIC identified a number of issues within FIA's financial advice ...

Fortnum subsidiary flags aggressive growth plan

ALEX BURKE  |  TUESDAY, 1 AUG 2017
A subsidiary firm at Fortnum Private Wealth is on an aggressive growth track following the acquisition of a Sydney practice and the appointment of a new adviser. Samuel Fenning has joined his brother Matthew at Fortuity Strategic Advisors as an adviser ...

SQM rolls out low-cost adviser platform

ALEX BURKE  |  MONDAY, 31 JUL 2017
SQM Research is launching a comprehensive investment information platform for financial advisers, the first of its kind in Australia to include residential real estate risk profiling. Available to advisers for subscriptions starting at $3000, the platform ...

DNR scores high in first Zenith SMA review

ALEX BURKE  |  MONDAY, 31 JUL 2017
Zenith has commenced reporting on the Australian equities separately-managed accounts (SMA) sector, awarding DNR Capital three "recommended" ratings in the process. DNR Capital's Australian Equities Income Portfolio, Australian Equities High Conviction ...

No age limit on great advice

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2017
... engineers and teachers that have joined the industry and they're not necessarily younger people - they're just new to the profession," he said. Sillar believes that business development managers also have a key role to play in recognising new industry ...

Royal Commission unnecessary: FSC

KARREN VERGARA  |  WEDNESDAY, 26 JUL 2017
A Royal Commission into the financial services sector is unnecessary given the amount of substantial reforms and remediation the industry has already undertaken, the Financial Services Council said. In responding to Shadow Treasurer Chris Bowen's push ...

Advice requires customisation: Research

KARREN VERGARA  |  WEDNESDAY, 26 JUL 2017
Financial advisers who customise services at an individual personal level are not only more likely to win new clients but are perceived to be trusted advisers, according to an academic. Research shows while an adviser's expertise and reputation are ...

Financial services not immune to public inquiry

KARREN VERGARA  |  TUESDAY, 25 JUL 2017
While the financial services industry has taken commendable steps in restoring consumers' trust and confidence, it is still not immune to the threat of a public inquiry like the banking sector is currently facing. The industry and its individual organisations ...

Surge in adviser demand for managed accounts: Research

KARREN VERGARA  |  MONDAY, 24 JUL 2017
The number of advisers allocating clients' new money or inflows to managed accounts have almost trebled in the last four years, joint research from NAB and Investment Trends shows. This figure has jumped "very substantially" from 10% in 2013 to 26% ...

Westpac and Charter Hall in talks over infrastructure manager

DARREN SNYDER  |  MONDAY, 24 JUL 2017
Westpac is the latest bank set to offload one of its investment management subsidiaries, announcing exclusive discussions to sell its $14 billion infrastructure manager. Westpac told the ASX it has entered exclusive discussions with property group Charter ...