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Showing 301 - 310 of 437 results for "Financial advisor"

Asia specialists join Premium China

MATT WOODINGTON  |  WEDNESDAY, 2 MAR 2011
Premium China Funds Management has appointed four Asia investment specialists. Derek Paas, a former financial advisor at CBA and Macquarie Bank, will be based in New South Wales, having recently returned from the UK where he was most recently a senior ...

Super stoush over opt-in scheme

ALISON BEVEGE  |  MONDAY, 21 FEB 2011
... value clients and thus lower and middle income Australians will be priced out of the market," he said via email. Financial advisor Phil Butterworth, chief executive, DKN Financial Group, said it would give advisers an administrative overload that was ...

Morningstar signs $35bn research deal with CFS

MICHELLE BALTAZAR  |  WEDNESDAY, 16 FEB 2011
Researcher Morningstar Australasia has stolen the march on rival S&P when it secured a research agreement with Colonial First State, providing managed fund research and other services to planning groups with a combined $35 billion of funds under advice. ...

AdviserLogic teams with Class Super

MATT WOODINGTON  |  THURSDAY, 3 FEB 2011
Financial advisory software provider AdviserLogic has agreed to integrate with online SMSF administration platform operator Class Super. The tie-up will enable AdviserLogic to provide users with automated data feeds, significantly increasing their efficiency ...

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 ...