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Showing 3121 - 3130 of 9818 results for "Advisers"

Many benefits to going your own way: CMC Markets

ELIZABETH MCARTHUR  |  WEDNESDAY, 20 NOV 2019
CMC Markets Head of Partners and Institutional APAC, Andrew Shade has commented on the benefits of financial advisers moving away from large financial institutions following the Royal Commissions. He highlighted three key benefits that are driving the ...

Governance experts join boutique

ELIZABETH MCARTHUR  |  TUESDAY, 19 NOV 2019
... and Adam Walk will join the firm as director, investment advisory. In their new roles, Drew and Walk will both act as advisers to clients of MGD Private which will see them working with family offices and other groups. "Sound investment governance, fiduciary ...

Vanguard appoints head of superannuation

ELIZA BAVIN  |  TUESDAY, 19 NOV 2019
... position to lead our superannuation undertaking as we develop this new offer with both individual investors and financial advisers in mind." Additionally, Maxim Tambling has joined the company as the new head of human resources and Louise Eyres is set ...

Total Financial Solutions to shutter next year

ELIZA BAVIN  |  TUESDAY, 19 NOV 2019
... dealer group. The plan was confirmed today at CountPlus' annual general meeting. TFS currently has around 81 financial advisers on staff, with CountPlus saying 62 have been invited to join subsidiary Count Financial, four have decided to exit the industry ...

IRESS wins technology mandate

KANIKA SOOD  |  TUESDAY, 19 NOV 2019
... global equities and ETFs. PhillipCapital is eyeing ease of access to international securities for Australian financial advisers and their clients with the integration. Users of IRESS software will be able to execute trades on 14 exchanges through PhillipCapital's ...

No plan to cut out advisers: SPDR chair

KANIKA SOOD  |  MONDAY, 18 NOV 2019
State Street's global chair for its ETF business says it will continue to be anchored to adviser-led distribution in Australia and not seek to launch a direct-to-consumer push. Visiting Australia last week, SPDR Global chair Jim Ross said it was ...

New advice groups detrimental to consumers

HARRISON WORLEY  |  MONDAY, 18 NOV 2019
... said digital advice in the US took off after startups tapped into a "middle market" of people who distrusted financial advisers but also wanted to create wealth. Bloch said the success of US digital advice firms also came down to their ability to provide ...

New role for HESTA advice executive

KANIKA SOOD  |  FRIDAY, 15 NOV 2019
... share of its members accessing financial advice and to grow its product distribution footprint through external financial advisers. The role went to Chris Joiner, who was Industry Fund Services' executive manager of advice solutions.

Life Company of the Year crowned

ELIZABETH MCARTHUR  |  FRIDAY, 15 NOV 2019
Two major insurance providers have cleaned up at the Association of Financial Advisers' Life Company of the Year and Consumer Choice Awards. Taking home the coveted namesake award, TAL was named Life Company of the Year for the third consecutive year. ...

Registration deadline extended: ASIC

ELIZABETH MCARTHUR  |  THURSDAY, 14 NOV 2019
... ASIC has told Australian financial services licensees that they will not be in breach of the law because their financial advisers were not able to register with ASIC-approved compliances schemes. The original deadline for registering was 1 January 2020. ...