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Showing 3951 - 3960 of 9819 results for "Advisers"

BTFG adviser distribution team reshuffles

DARREN SNYDER  |  THURSDAY, 21 JUN 2018
... commissions from October 2018. The group's advice division will still honour contractual agreements with external advisers currently receiving grandfathered commissions when selling BT products, but it will also assist them in removing the payments ...

J.P. Morgan expands Australian distribution

KANIKA SOOD  |  THURSDAY, 21 JUN 2018
... Australian chief executive Rachel Farrell. In his previous roles, he has worked as an investment analyst fir JANA Investment Advisers. Jacqui Crothers joins as the JPMAM's northern region key account manager. She was previously a business development ...

Boutique asset managers co-appoint distribution head

KANIKA SOOD  |  THURSDAY, 21 JUN 2018
... Australian Unity Investments. In a career spanning about 20 years, he has worked with Colonial First State, JANA Investment Advisers and Ausbil Dexia. Insync Funds Management chief executive officer Garry Wyatt welcomed his appointment. "Damen brings ...

Super fund rationalisation painful: PwC

KARREN VERGARA  |  THURSDAY, 21 JUN 2018
... important to note that as a consequence of choice, many members have been put in products that were sold to them by financial advisers and reforms in the industry hasn't done enough to fix it, she said. Goodwin added advisers should be able to show ...

FASEA names new chief executive

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUN 2018
... regulation would strengthen FASEA's capacity to implement a framework for higher educational and ethical standards for advisers. "On behalf of the board, the Standards Authority welcomes Mr. Glenfield to the role. Stephen is ideally suited to lead ...

Multi-disciplinary industry trend continues: CBA

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUN 2018
... either an AFSL or a limited AFSL from January 2019 if they wish to continue doing so. In the wake of the Dover Financial Advisers scandal, Association of Financial Advisers chief executive Phil Kewin said the current wait time for ASIC to process a new ...

Super industry critiques PC draft report

KARREN VERGARA AND STEPHEN FAY  |  WEDNESDAY, 20 JUN 2018
... "paying money safely back to retirees," Cooper said. Not only do super funds need to respond to this, but also financial advisers. Cooper said advisers have limited training when it comes to the needs of retirees and should broaden their services outside ...

Quantifeed eyes Australian expansion with $13.5m raising

KANIKA SOOD  |  WEDNESDAY, 20 JUN 2018
... in Asia Pacific. We think Quantifeed is well-positioned to help customers achieve their financial goals and financial advisers strengthen the customer experience," Sowerby said in a statement. Quantifeed provides B2B robo-advice services to nine financial ...

BT Financial Advice cuts grandfathered commissions

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUN 2018
... Financial Advice is scrapping grandfathered commissions, effective October 2018. Commissions for products sold by financial advisers across the Westpac, St.George, Bank of Melbourne and BankSA network will no longer be paid on BT products or those from ...

ANZ creates mental health portal

ALEX BURKE  |  TUESDAY, 19 JUN 2018
ANZ is partnering to roll out a mental health and wellness portal to assist advisers with their own mental health as well as that of their clients. The bank is working with health and wellbeing company Mindstar, which has developed the online portal ...