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Showing 3691 - 3700 of 9819 results for "Advisers"

Lonsec appoints marketing director

HARRISON WORLEY  |  FRIDAY, 16 NOV 2018
... industry undergoing significant change," said Hardy. "I look forward to leveraging the strong relationships we have with advisers, fund managers and super funds, and driving the continued evolution of our investment research and tools in line with the ...

ASIC bans Perth adviser

KANIKA SOOD  |  THURSDAY, 15 NOV 2018
... review of ASIC's decision. Wilson has a diploma of financial planning and was a member of the Association of Financial Advisers (AFA). He worked at Lifenet (WA) Financial Advice. Prior to this he had worked at Suncorp Group licence holder, GuardianFP ...

Former CBA Private advisers join Wilsons

HARRISON WORLEY  |  WEDNESDAY, 14 NOV 2018
Wilsons Advisory appointed two former CBA advisers to its private wealth team. Curtis Smith and Peter Jones are set to link with the firm this month, bringing with them 30 years of experience in providing financial advice to high-net-wealth individuals. ...

FPA fines Henderson $50k

KARREN VERGARA  |  WEDNESDAY, 14 NOV 2018
The Financial Planning Association of Australia slapped a $50,000 fine on former member Sam Henderson for breaching its professional code of conduct nine times. The FPA's independent disciplinary body, the Conduct Review Commission (CRC), determined ...

When aged care advice takes an emotional toll

KARREN VERGARA  |  TUESDAY, 13 NOV 2018
... Retirement Income Forum. After experiencing the highs and lows of transitioning her father into aged care, Focus Wealth Advisers senior financial adviser Alex Denham urged the audience to anticipate the emotional costs that come with aged care advice. ...

Vamos joins embattled insurer

JAMIE WILLIAMSON  |  MONDAY, 12 NOV 2018
... million. It has also advised that it will consider the sale of its non-core financial advice subsidiary, Spectrum Wealth Advisers.

Trust in advice hits record low

JAMIE WILLIAMSON  |  MONDAY, 12 NOV 2018
... research shows. A new survey from Investment Trends asking consumers to rate trust levels out of 10 shows trust in financial advisers has dropped from 5.1 to 4.8 out of 10 in the last 12 months. Additionally, the satisfaction levels among those currently ...

Maximising retirement planning in an era of volatility

KARREN VERGARA  |  MONDAY, 12 NOV 2018
Helping financial advisers find the best solutions and strategies for Baby Boomers, who own more than half of Australia's wealth, in an era of uncertainty underscored this year's Financial Standard Best Practice Forum on Retirement Income. Speaking ...

AustralianSuper changes property option

KANIKA SOOD  |  FRIDAY, 9 NOV 2018
... are expected to be rare and outside the normal ebbs and flows of the property market," he said. AustralianSuper said advisers can't consent/reject the property option changes on behalf of their clients.

Gender diversity in advice dormant

JAMIE WILLIAMSON  |  FRIDAY, 9 NOV 2018
About one-in-three financial advisers aligned with some of Australia's largest institutions are female but women still represent less than one quarter of all advisers. Latest insight from Rainmaker shows the gender diversity of Australia's financial ...