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Showing 3131 - 3140 of 9818 results for "Advisers"

FS Roundtable: Striking the perfect balance

KARREN VERGARA  |  THURSDAY, 14 NOV 2019
... more crucial. Given the maelstrom of geopolitical tensions, mounting global debt and ultra-low interest rates, financial advisers - from small boutiques to large private banks alike - are being propelled to find the best investment opportunities for ...

Superannuation expert joins law firm

KANIKA SOOD  |  THURSDAY, 14 NOV 2019
A Sydney firm that provides compliance support to financial advisers has hired a former APRA and Colonial Financial Planning professional as its special counsel for superannuation. Maria Siu is joining SUPERCentral, and will also work with its legal ...

Colonial First State appoints distribution lead

KANIKA SOOD  |  THURSDAY, 14 NOV 2019
... Relationships. Bryce Quirk was announced as the general manager of CFS Advice Relationships this morning to staff and advisers. Quirk is a relatively new addition to the company. He joined in March after leading BT Financial Group's 45-strong head ...

New career move for ex-SuperConcepts head

ELIZABETH MCARTHUR  |  THURSDAY, 14 NOV 2019
... manager - business development of SuperConcepts has stepped into a new role. Stephen Doulgeridis has joined Superannuation Advisers Australia (SuperAA) as general manager, in a move designed to bolster leadership within the firm. Doulgeridis has 25 years' ...

Platform hires former Netwealth distribution head

JAMIE WILLIAMSON  |  THURSDAY, 14 NOV 2019
... migration. "We're seeing a huge amount of funds under management migrating from the big bank platforms as financial advisers continue to leave those groups," he said. "We are very happy to be a major beneficiary of that and to have this growth."

FASEA attempting to re-write law: AFA

ELIZABETH MCARTHUR  |  WEDNESDAY, 13 NOV 2019
... Ethics Authority is using its Code of Ethics to re-write the law rather than providing genuine guidance to financial advisers, the industry association believes. According to the Association of Financial Advisers, FASEA vowed to consult with industry ...

PIMCO to launch first Australian listed trust

ELIZA BAVIN  |  WEDNESDAY, 13 NOV 2019
... closed-end funds, and we are pleased to be able to bring this expertise to the Australian market. Our discussions with advisers and brokers have confirmed there is genuine market demand for our offering." Stewart said the investment manager has been ...

Financial services the most unethical industry

HARRISON WORLEY  |  TUESDAY, 12 NOV 2019
... Motto said. Industry superannuation funds were considered the sector's most ethical organisations, while financial advisers improved their standing in the community, with their net Ethical Index score increasing by seven points since 2018. "Independent" ...

Calls for clarity on personal advice in DDO

KANIKA SOOD  |  MONDAY, 11 NOV 2019
... obligations legislation must be clarified, the Financial Services Council has argued in its submission. When financial advisers use a platform to implement personal advice for a client, the platform operator should be excluded from design and distribution ...

Ethics code creates confusion around ESG

ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
... clarify the issue. Standard Six within the Code of Ethics appears to be the source of the confusion, statingthat financial advisers must take into account the broad effects arising from the client acting on their advice and actively consider a client's ...