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Showing 3441 - 3450 of 5855 results for "Profession"

AZ NGA acquires $180m CBA advice firm

ALEX BURKE  |  FRIDAY, 17 JUL 2015
AZ Next Generation Advisory has acquired a 51% stake in Lifestyle Financial Planning Services (LFPS), which was licensed through Commonwealth Bank (CBA) dealer group Financial Wisdom. LFPS was established in 2004, services over 2,000 clients and has ...

SMSF direct property investment jumps 60pct

MARK SMITH  |  FRIDAY, 17 JUL 2015
The value of self-managed super fund (SMSF) investment in residential real estate has jumped 60% in the last four years, according to figures from the Australian Securities and Investments Commission (ASIC). In its submission to the Parliamentary Inquiry ...

Adviser Ratings provides planner endorsements

ALEX BURKE  |  THURSDAY, 16 JUL 2015
... knowledge of planners and their clients to inform consumers about the vast majority of professionals who practice their profession ethically and provide great service," said Adviser Ratings principal Angus Woods. "To this end, we will be also showcasing ...

Australian fintech network established

DARREN SNYDER  |  THURSDAY, 16 JUL 2015
H2 Ventures chief executive Ben Heap believes the financial services industry has largely avoided disruption and that New South Wales could be a leader in an industry "acutely suited to tech innovation." Heap's comments came as part of the official ...

Towers Watson hires senior consultant

MARK SMITH  |  THURSDAY, 16 JUL 2015
Towers Watson has appointed a senior consultant to be based in the company's Sydney office. Aongus O'Gorman took up the role on 13 July and specialises in liquid diversifying strategies. O'Gorman was previously managing director of Round Tower Solutions ...

Chartered accountants' response 'clumsy'

AAP  |  WEDNESDAY, 15 JUL 2015
The New Zealand Institute of Chartered Accountants was unused to competition and made a "clumsy response" to new rival CPA Australia, a court has heard. In the High Court at Wellington on Tuesday, Bruce Gray QC defended NZICA's marketing campaign and ...

AFA awards deadline looms

ALEX BURKE  |  TUESDAY, 14 JUL 2015
The Association of Financial Advisers (AFA) has called for submissions for its Adviser and Practice of the Year awards before the July 17 deadline. The Adviser of the Year award is based on adviser performance, practice business performance, professionalism ...

86 billion Euros are in the mail, just

BENJAMIN ONG  |  TUESDAY, 14 JUL 2015
It's a deal! Well, er, not quite. He huffed and he puffed and he beat his chest. In the end, Greek PM Tsipras got his cake... on his face! Tsipras urged the Greeks to do what he say -- vote "Oxi" to the reforms for bail out conditions proposed by its ...

Arrive appoints BT veteran

ALEX BURKE  |  MONDAY, 13 JUL 2015
Brisbane-based Arrive Wealth Management has appointed a new member to its investment committee. Felix Stephen joins arrive from BT-owned Advance Asset Management, where he was head of strategy. He has also held roles at Macquarie, CBA, Tyndall and the ...

Adviser input key to super fund switch: report

LAURA MILLAN  |  THURSDAY, 9 JUL 2015
Financial planner input has become essential for a third of superannuation fund members who want to change funds, the latest Roy Morgan research revealed. The proportion of super fund members who seek advice from financial planners to switch their superannuation ...