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Showing 3201 - 3210 of 9818 results for "Advisers"

Stronghold launches open-ended fund

HARRISON WORLEY  |  TUESDAY, 8 OCT 2019
... evolutionary for the firm. "It is a natural evolution for Stronghold to offer an open-ended fund, allowing financial advisers and a broader group of wholesale investors the opportunity to participate in cash returns from an exceptional portfolio of commercial ...

Envestnet founder tragically killed

ELIZABETH MCARTHUR  |  TUESDAY, 8 OCT 2019
... could change the financial advice industry. The company provides wealth management technology and products to financial advisers and institutions. Its technology has been credited with fuelling the growth of independent financial advisers in the US. ...

Former BTFG executive takes on new role

ELIZABETH MCARTHUR  |  TUESDAY, 8 OCT 2019
... market is being redefinbed as banks and institutional players divest their wealth management businesses and financial advisers are leaving institutions forming new distribution alliances," Shuttleworth said. "The Spitfire technology platform has been ...

Elders in discussions over future

ELIZA BAVIN  |  TUESDAY, 8 OCT 2019
... its business and had identified a potential way forward for EFP and its advisor network. EFP is seeking feedback from advisers on this proposal," Elders said. Elders does not directly employ any advisers, but authorises use of it Australian Financial ...

Ralston dumps director roles

HARRISON WORLEY  |  FRIDAY, 4 OCT 2019
... associations and advocacy bodies counted among the Alliance's membership, including the Association of Financial Advisers and National Seniors Australia. Meanwhile, the SMSFA yesterday confirmed vice-chair and Vanguard head of corporate affairs Robin ...

Investors deluded on returns

ELIZABETH MCARTHUR  |  FRIDAY, 4 OCT 2019
... returns," Doyle said. "It could turn from a virtuous to a vicious cycle pretty quickly." Durack cautioned that financial advisers are likely to find themselves on the front line when it comes to addressing the gap between expectations and reality on ...

Advice associations slammed

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2019
An industry group has lashed out at the Association of Financial Advisers and the Financial Planning Association of Australia, labelling them conflicted and driven by self-interest. The United Financial Advisers Association (formerly known as the Life ...

NAB hit with extra billion in remediation

ELIZABETH MCARTHUR  |  WEDNESDAY, 2 OCT 2019
... additional charges is inclusion of a provision for potential customer refunds of adviser service fees paid to self-employed advisers." NAB chief executive Philip Chronican said that the bank is "moving forward with rigour and discipline" to correct mistakes ...

IOOF expands advice team

ELIZA BAVIN  |  WEDNESDAY, 2 OCT 2019
... to execute our advice-led strategy while retaining a flat and agile structure that enables us to remain close to our advisers and clients." Along with her experience within the financial services industry Gregory-Aylett is a founding member of Financial ...

Complexity of grandfathered commissions overlooked

ELIZABETH MCARTHUR  |  FRIDAY, 27 SEP 2019
In a new policy paper, Association of Financial Advisers general manager, policy and professionalism Phil Anderson argues that the complexity of grandfathered commissions has been overlooked by policy makers. Anderson states in the paper that the 2012 ...