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Showing 3791 - 3800 of 9819 results for "Advisers"

Contrarian manager enters super sector

DARREN SNYDER  |  MONDAY, 17 SEP 2018
... White-labelling the OneVue wholesale platform, Allan Gray Australia is offering self-directed investors and financial advisers an ability to invest superannuation and retirement funds across a bank-free investment menu of about 60 managed funds with ...

University students to run hedge fund

KANIKA SOOD  |  MONDAY, 17 SEP 2018
... risk management, settlement and middle and back-office functions such as dealing with administrators, auditors and legal advisers. Gallagher says that while the fund is set up for performance, its overarching objective is to provide students with a realistic ...

Dealer groups lift due diligence post Dover

JAMIE WILLIAMSON  |  MONDAY, 17 SEP 2018
The sudden closure of Dover Financial Advisers saw a mad scramble by authorised representatives to secure alternative licensing arrangements. Hundreds were successful in doing so before the July 6 deadline, but latest ASIC Financial Adviser Register ...

Former Westpac adviser ban upheld

KARREN VERGARA  |  FRIDAY, 14 SEP 2018
... the clients experienced cash flow problems, Evans added. ASIC deputy chair Peter Kell said the banning should remind advisers that compliance with the best interest duty requires them to use their expertise to conduct a reasonable investigation into ...

Firetrail to launch $305m IPO

KANIKA SOOD  |  THURSDAY, 13 SEP 2018
... Clayton says until last year about 80% of LIC floats were taken up by brokers while 20% participation came from financial advisers and planners. However, the broker-adviser split is now roughly 50-50, Clayton said at the recent Financial Standard ETF ...

BTFG faces possible union action

JAMIE WILLIAMSON  |  WEDNESDAY, 12 SEP 2018
... communications to BT staff, such a move would see the dismissal of at least 85 employees across the country. A number of financial advisers would also be reappointed to general advice roles while the total number of leadership roles within the business ...

Boutique appoints distribution lead

KANIKA SOOD  |  WEDNESDAY, 12 SEP 2018
... relationships in the Australian private wealth market, acting as Warrakiri's head of family office and independent financial advisers (IFAs). In his most recent role, Devlin was Franklin Templeton's head of IFAs and family offices. Prior to this ...

Aussies want advice, as long as it's cheap: Research

HARRISON WORLEY  |  TUESDAY, 11 SEP 2018
Australians trust financial advisers but will not pay more than $400 for face-to-face consultation, latest research reveals. Latest research from ING - conducted in conjunction with Rice Warner - shows financial advisers are the most trusted source ...

How much your advice business will be worth in 2023

KANIKA SOOD  |  TUESDAY, 11 SEP 2018
... Deakin University's Business School as a director of professional and executive execution. Raftery expects one-third of advisers will leave the industry in the next five years, creating an oversupply of businesses that are up for acquisition. This will ...

Life insurers admit to misconduct: Royal Commission

HARRISON WORLEY  |  MONDAY, 10 SEP 2018
... Australians buy Orr turned to how Australians buy life insurance, highlighting the commissions life insurers paid to financial advisers or advice entities as a result of clients purchasing their policies. Orr said that in the five-year period the commission ...