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Showing 3411 - 3420 of 9818 results for "Advisers"

Spitfire acquires adviser platform, names chief

ELIZABETH MCARTHUR, KARREN VERGARA  |  MONDAY, 3 JUN 2019
... Financial Group. Spitfire completed the acquisition of platform and wrap provider Wealthtrac, which is used by over 6000 advisers and clients, for an undisclosed figure. It has two wrap products: the Wealthtrac Superannuation Master Trust and the Wealthtrac ...

The case for tax deductible advice

JAMIE WILLIAMSON  |  MONDAY, 3 JUN 2019
A growing community of like-minded financial advisers is adding its voice to calls for advice to be deemed tax deductible, as advice businesses grapple with the pressures of increased education standards and the Royal Commission. XY Adviser, along with ...

Former Gold Coast adviser banned

HARRISON WORLEY  |  MONDAY, 3 JUN 2019
... information on which he provided it. ASIC commissioner Danielle Press said= SMSFs are not suitable for everyone, and advisers recommending SMSFs only for the purpose of borrowing money to purchase property should expect swift action if issues arise. ...

Shock win leaves investors worse off

HARRISON WORLEY  |  MONDAY, 3 JUN 2019
... according to SuperConcepts executive manager technical and strategic services Phil La Greca. He says the behaviour of advisers and investors defied the legislative process. "Advisers and investors who took action or advised clients along these lines ...

Sunsuper chief executive departs

KARREN VERGARA  |  FRIDAY, 31 MAY 2019
... that is data-driven and digitised, and delivering a huge improvement in customer experience for members, employers and advisers as highlights of his tenure. Hartley will stay on as chief executive until a replacement is found.

FPA moves to improve adviser mental health

ELIZABETH MCARTHUR  |  FRIDAY, 31 MAY 2019
... changes in the emerging financial planning profession, which the FPA acknowledges is putting exceptional pressure on advisers. The program is aimed at minimising the mental health impact transitioning to new education and regulatory standards will have ...

Advice dealer group shutters

HARRISON WORLEY  |  FRIDAY, 31 MAY 2019
More than 30 financial advisers are left without a home as Spectrum Wealth Advisers shuts up shop. Freedom Insurance Group has today revealed Spectrum will close earlier than originally intended as it can no longer meet a "key person" requirement of ...

Advisers wary of unlisted assets: Sunsuper

ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
Many financial advisers believe unlisted assets lack transparency and are illiquid, growth investments. At the Sunsuper Adviser Roadshow in Sydney yesterday, an audience of advisers was informally polled on their thoughts about alternative, unlisted ...

Melbourne advisory launches MDA

HARRISON WORLEY  |  THURSDAY, 30 MAY 2019
Third-party managed discretionary account provider Philo Capital Advisers launched an MDA service with a Melbourne-based advisory. Strategic Wealth linked with Philo Capital Advisers to implement an MDA service featuring BT Panorama, investment consulting ...

SSGA launches four model portfolios

KARREN VERGARA  |  THURSDAY, 30 MAY 2019
... domestic and international equities, investment grade and high-yield debt securities. After talking to several financial advisers and brokers, head of SPDR ETFs for Australia and Singapore Meaghan Victor said the asset manager found an opportunity to ...