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Showing 21 - 30 of 114 results for "Financial advisors"

Radio host adviser revealed as alleged fraudster

ELIZABETH MCARTHUR  |  FRIDAY, 20 DEC 2019
... selected to host the show because he had exceptional investment expertise. Actually, a company he owned (Springer Financial Advisors) paid to broadcast Smart Money with Keith Springer. Springer had prior charges from the SEC, with the regulator pursuing ...

Channel Capital signs on new partnership

KANIKA SOOD  |  FRIDAY, 29 MAR 2019
... institutional investor base," a Channel Capital spokesperson said. "[We] identified considerable demand from financial advisors, intermediaries, platforms, private banks and their underlying clients for an institutional grade, top performing and differentiated ...

K2 posts losses, signs on distributor

KANIKA SOOD  |  THURSDAY, 14 FEB 2019
... enhancing distribution opportunities for that fund. K2 continues to work with a number of significant independent financial advisors from which early signs are very encouraging. "We anticipate FY19 to deliver a number of opportunities originating from ...

Australia Day honours recognise industry stalwarts

JAMIE WILLIAMSON  |  TUESDAY, 29 JAN 2019
... service to the financial and stockbroking sectors and the community. Morris is also chair of the Stockbrokers and Financial Advisors Association and of the Brisbane Broncos. He is also a member of JP Morgan Australia's advisory council as well as ...

Dover advisers turn orphans

JAMIE WILLIAMSON  |  FRIDAY, 6 JUL 2018
... recruit former Dover advisers. According to Rainmaker's analysis, Capstone Financial Planning, Bluewater Financial Advisors, Advice Evolution, Sentry Advice, Interprac and Synchron are among the top dealer groups to have welcomed Dover advisers since ...

Merger sees advice firms capitalise on capabilities

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
... financial advice and accountancy businesses will merge on October 1. At the end of the month, Navacue Accountants & Financial Advisors will become Modoras Financial Performance Solutions - a progression of an existing partnership. In announcing the merger ...

Sentry Group awards industry excellence

JAMIE WILLIAMSON  |  TUESDAY, 28 MAR 2017
... advice firm was named Practice of the Year in Sentry Group's 2016 Excellence Awards. Mount Hawthorn-based PMM Financial Advisors received the award at an event in Perth, with Sentry Group chief executive Murray Hills saying the non-aligned licensee prides ...

Make 2017 a big year for financial advice

MICHELLE BALTAZAR  |  MONDAY, 9 JAN 2017
... network for these young adults. This is an extract of Ned Dane's article titled ' 6 New Year's Resolutions for Financial Advisors '

Life insurance commissions bill passes lower house

ALEX BURKE  |  WEDNESDAY, 30 NOV 2016
... advice. The measures in the Bill will reduce these high upfront commissions and better align the interests of financial advisors and their clients." "The changes will significantly reduce the incentive for advisors to churn clients between life insurance ...

Bridges appoints new CEO

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
... various financial planning management positions. For the past three years Stanton has led the Western Pacific Financial Advisors dealer group that was part of the IOOF-SFG Australia acquisition. During his time at Western Pacific Financial Advisors he ...