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Showing 311 - 320 of 433 results for "Financial advisor"

BDO Wealth Mgmt signs Instreet

MICHELLE BALTAZAR  |  THURSDAY, 27 MAY 2010
BDO Wealth Management (Vic) joins the throng of financial advisory firms taking more control over their product lineup, enlisting the help of boutique fund Instreet and consultancy firm Terboven in its structured product offering for clients. Under ...

Wilson HTM targets SMSF sector

MICHAEL HOBBS  |  TUESDAY, 25 MAY 2010
Wilson HTM Investment Group's financial advisory arm is targeting the self managed super fund (SMSF) sector to attract more business and assessing opportunities to develop their own financial products. Chris Saunders, who joined Wilson HTM more than ...

New mortgage platform to offer top commissions

ALEX DUNNIN  |  THURSDAY, 20 MAY 2010
The heat may be on financial advisers to remove incentive payments and prove they are acting in the best interests of their clients, but for mortgage brokers untouched by these reforms it's business as usual. Licensed Finance Brokers of Australia (LFBA) ...

Investors get more from Westpoint settlement

ASIC RELEASE  |  WEDNESDAY, 19 MAY 2010
Investors affected by the Westpoint collapse have scored another win after ASIC reached an agreement to settle its actions against Glenhurst Corporation and its insurer, QBE Insurance (Australia), for $2.5 million. The settlement is subject to the approval ...

Savings boost for GenX and GenY

MICHELLE BALTAZAR  |  MONDAY, 3 MAY 2010
The government's proposed reforms to compulsory super give financial planners more reason to look after their next generation of clients. The recommended SG lift from 9 per cent to 12 per cent by 2019/20 will, unfortunately, mean little for those who ...

Shadforth buys SA planning firm

COMPANY RELEASE  |  FRIDAY, 16 APR 2010
Shadforth Financial Group has bought South Australian-based financial planning practice, Walmsley Halligan & Co and its parent company, 'Walmsley Halligan'. The Walmsley Halligan move follows the merger and integration of 12 privately-owned fee-based ...

Vanguard appoints MD

COMPANY RELEASE  |  MONDAY, 15 MAR 2010
... his time with Vanguard in the US, he headed the broker-dealer sales and distribution division for the firm's Financial Advisor Services group, and more recently, began development of a new global line of business focused on financial advisers and other ...

Shadforths appoints QLD general manager

COMPANY RELEASE  |  THURSDAY, 4 MAR 2010
Shadforth Financial Group has hired a general manager and a senior private client adviser, both Queensland-based, as the planning group continues to search for other firms and advisers to join its ranks. Former head of advice at Tynan Mackenzie, John ...

Anderson appointed MD of Mercer

COMPANY RELEASE  |  TUESDAY, 23 FEB 2010
David Anderson has been appointed managing director and market leader for Australia/New Zealand at Mercer, while the incumbent, Peter Promnitz, will now focus solely on his role as region head for Asia Pacific. Peter Promnitz has held the dual role ...

ASIC presses on with Westpoint compensation

ASIC RELEASE  |  MONDAY, 30 NOV 2009
ASIC has reached an agreement to settle class actions against Bongiorno Financial Advisors, which has links to the failed Westpoint Group. An ASIC statement late last week noted that the watchdog had agreed to settle actions against Melbourne-based ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN  |   12:33PM
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA  |   11:56AM
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI  |   11:09AM
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA  |   12:20PM
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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