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Showing 2831 - 2840 of 4730 results for "TAl"

BT launches 'ground-breaking' advice register

JAMES FERNYHOUGH  |  TUESDAY, 14 OCT 2014
BT Financial Group has launched an online advice register listing every adviser on its network, and providing details of their qualifications, customer ratings and feedback. Dubbed 'Adviser View' and described by BT's general manager of advice Mark ...

Kate McCallum wins AFA Female Excellence in Advice Award

LAURA MILLAN  |  TUESDAY, 14 OCT 2014
... the Female Excellence in Advice Award to Multiforte Financial Services adviser Kate McCallum. The award, in partnership with TAL, seeks to focus attention on financial advice as an excellent career pathway for women as well as to close the advice gap ...

AFA names 10th Rising Star Award winner

ALICE URIBE  |  SUNDAY, 12 OCT 2014
Benjamin Budge of My Wealth Solutions has been named the 2014 AFA Rising Star of the Year at the AFA National Adviser Conference in Cairns. The award, now in its 10th year, was presented by the Association of Financial Advisers (AFA) and ANZ Wealth ...

Upfront commissions linked to bad advice

JAMES FERNYHOUGH  |  FRIDAY, 10 OCT 2014
Advisers remunerated solely through upfront commissions appear to be statistically more likely to provide non-compliant advice, according to the Australian Securities and Investments Commission (ASIC). While 80% of the risk advice examined in the study ...

FEATURE: Big data and financial services

LAURA MILLAN  |  FRIDAY, 10 OCT 2014
It has changed the way friends interact with each other, the way people think and express themselves and, above everything, it has changed the way people buy. Consumers want to be able to buy anything, at any time, through any device. Companies in all ...

PROFILE: UniSuper CEO Kevin O'Sullivan

JAMES FERNYHOUGH  |  THURSDAY, 9 OCT 2014
In July 2013 Kevin O'Sullivan became chief executive of one of Australia's largest superannuation funds, UniSuper. Just over a year on, he catches up with James Fernyhough to talk retirement income, the value of asset consultants, and the future of ...

Seesaw on Wall Street

BENJAMIN ONG  |  THURSDAY, 9 OCT 2014
In droves they returned... the bargain hunters, the bottom fishers and the dip buyers - turning the previous day's see on Wall Street into last night's saw. All are thanking the friendly International Monetary Fund (IMF) for opening up another entry ...

Paradigm acquires Melbourne-based practice

MARK SMITH  |  TUESDAY, 7 OCT 2014
Melbourne-based advisory firm Paradigm Wealth Management has almost doubled its funds under advice to $350 million following the acquisition of independent planning practice, Portfolio Managers. The acquisition, which was completed recently following ...

PROFILE: AMP SMSF managing director Natasha Fenech

LAURA MILLAN  |  THURSDAY, 2 OCT 2014
Natasha Fenech has a talent for coming up with strategies to solve problems and a passion for all things precise. She has combined the two during more than 24 years in financial services and, most recently, as AMP self-managed super fund (SMSF) business' ...

PIMCO moves to calm investors in wake of 'bond king' exit

MARK SMITH  |  MONDAY, 29 SEP 2014
PIMCO is calling for calm amid the uncertainty which has followed the surprise departure of star manager Bill Gross, reassuring local investors that returns will not suffer. "We manage nearly $2 trillion globally in client assets and we are confident ...