Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 2911 - 2920 of 4389 results for "financial Advice"

PractiFI expands with $1.3m seed funding

ALEX BURKE  |  MONDAY, 14 SEP 2015
Financial advice practice administration platform PractiFI has closed its seed funding round after raising capital to expand overseas. PractiFI raised $1.3 million in angel investor funding from Australia, Malaysia, the UK and US. "We are hugely excited ...

Mercer handed fine for unlicensed advice in Singapore

MARK SMITH  |  THURSDAY, 10 SEP 2015
... 14 and 28 of the FAA-N13. The fines relate to the company allowing four ineligible representatives to provide financial advice on its behalf. It also let employees without the minimum entry and exam requirements advise on life insurance policies and ...

NAB launches robo-advice platform

ALEX BURKE  |  THURSDAY, 10 SEP 2015
... changing and it will be largely driven by consumers, whose needs are evolving. Different consumers want to access financial advice in different ways, and we need to adapt our offering so consumers can choose when, where and how they deal with us," said ...

Regulators put super funds on notice

DARREN SNYDER  |  TUESDAY, 8 SEP 2015
... executive leader, investment managers and superannuation, Ged Fitzpatrick said considering many people do not seek financial advice in post-retirement there will be a close watch on new products. "ASIC is very interested in the developments proposed ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... managers." The changing adviser value proposition If anything, Hamilton believes the rise of managed accounts in financial advice is more to do with the wider regulatory climate and a preference for fee-for-service than a move away from managed funds. ...

FSC, FPA support ASIC user-pay model

ALEX BURKE  |  WEDNESDAY, 2 SEP 2015
... on financial planning businesses." To illustrate, he pointed to the consultation paper estimating that small financial advice practices would pay over $6,000 annually in addition to the proposed $11,000 Australian financial services licence application ...

Lonsec appoints advice chief from MLC

ALEX BURKE  |  TUESDAY, 1 SEP 2015
... leadership, as well as strategy and business development. "His wealth of experience and deep understanding of the financial advice sector makes him well suited for the CEO role and to lead Adviser Network to continued success."

PROFILE: AvSuper chief executive Michelle Wade

DARREN SNYDER  |  MONDAY, 31 AUG 2015
... certainly makes it easier to provide a high level of customer service, and in our case that mainly relates to financial advice services," Wade says. "But you're able to work with them to look at their whole picture and understand all of their circumstances. ...

Shaw lands wave of Macquarie advisers

ALEX BURKE  |  THURSDAY, 27 AUG 2015
Shaw and Partners, formerly Shaw Stockbroking, has expanded its new financial advice team with five new appointments, including three ex-Macquarie advisers. Since restructuring as a holistic wealth management business and recruiting Macquarie Private ...

ClearView life insurance drives $20m profit

ALEX BURKE  |  WEDNESDAY, 26 AUG 2015
... profit by 41% to $15.3 million, thanks to a 26% in new business and 32% increase in in-force premium. ClearView's financial advice arm also grew profits by 27% to $4.4 million. Profit for its wealth management business, however, dropped by 70% on FY2014 ...