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Showing 301 - 310 of 433 results for "Financial advisor"

Shorten unveils advisory panel

MEDIA RELEASE  |  WEDNESDAY, 24 NOV 2010
Bill Shorten, the Minister for Financial Services and Superannuation, has unveiled a new financial advisory panel to help with the Government's Future of Financial Advice reforms. "The Panel will play a key role in lifting the level of professional ...

BFG to integrate firms

ELISE BURGESS  |  MONDAY, 22 NOV 2010
Southern Cross Equities and financial advisory firm Bell Potter will integrate into one brand from 1 July 2011, according to Bell Financial Group (BFG). BFG said that it would combine the two separate businesses to create a single retail, research ...

APESB extends consultation

ELISE BURGESS  |  THURSDAY, 30 SEP 2010
The Accounting Professional & Ethical Standards Board (APESB) has extended its consultation period on a proposal to ban members who offer financial planning services from charging asset-based fees from July next year. The Accounting Professional & Ethical ...

Addwealth appoints head BDM

MEDIA RELEASE  |  TUESDAY, 28 SEP 2010
Financial planning firm Addwealth has appointed the founder of Associated Planners Financial Services, Daryl Pratt, to the newly created role head of business development. In this new role, Pratt will be responsible for identifying and recruiting businesses ...

More million dollar members for MDRT

ELISE BURGESS  |  WEDNESDAY, 1 SEP 2010
Million Dollar Round Table (MDRT) has welcomed a number of new members to its ranks as more financial planners are finding themselves successfully qualifying for membership. New members include Max Moodley, Graham Craig, Sam Capra, Mark Osborne, Marc ...

IOOF books $225m net inflows, simplifies ops

MICHELLE BALTAZAR  |  THURSDAY, 26 AUG 2010
IOOF Holdings, the listed financial services group that could become the new owner of the AXA North platform subject to ongoing AXA APH merger talks, books a strong set of full-year results and flags the continuing consolidation of its various business ...

Rainmaker unveils 2010 award nominees

ELISE BURGESS  |  MONDAY, 16 AUG 2010
The 16th Rainmaker Marketing Symposium is to be held within weeks and will see the gathering of leading minds across the financial industry, and will feature an awards night to recognise the best in financial services marketing. Professionals from all ...

St.George launches 360 cash products

MEDIA RELEASE  |  TUESDAY, 10 AUG 2010
St.George is targeting financial advisers and broking firms looking for cash management vehicles with the launch of its 360 cash products. The new products, called the St.George 360 Cash Management Solution, are tailored for stockbroking firms and planners ...

IOOF agrees to buy North

ALEX DUNNIN  |  MONDAY, 9 AUG 2010
IOOF has announced that provided NAB acquires AXA Asia Pacific it will buy the AXA North platform, potentially removing a major stumbling block holding back the NAB-AXA merger. The focus on the North platform is because the competition regulator, the ...

AFAC and APESB launch fresh debate on fiduciary duty

MICHELLE BALTAZAR, MEDIA RELEASES  |  MONDAY, 19 JUL 2010
Major accountant-based financial advisory firms including Count Financial, PIS and Securitor have formed a new alliance in response to draft proposals from the accounting ethical standards board banning its members from charging asset-based fees from ...