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Showing 21 - 30 of 110 results for "Financial advisors"

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 ...

ASIC permanently bans jailed adviser

KERRIE SYDEE  |  FRIDAY, 28 OCT 2016
... Kell said: "Dishonesty by any financial advisor will not be tolerated by ASIC. We will take steps to remove financial advisors who have acted dishonestly from the financial services and credit industry in order to protect consumers."

Knight Financial Advisors unveils new MDA service

MARK SMITH  |  WEDNESDAY, 25 MAY 2016
Self-licensed advisory firm Knight Financial Advisors has launched a new managed discretionary account (MDA) service built in partnership with listed managed account operator Managed Accounts Holdings (MGP). The service replaces the licensee's proprietary ...

Technology and collaboration to drive financial advice

KERRIE SYDEE  |  THURSDAY, 14 APR 2016
... report shows investors are seeking a much more collaborative approach to their wealth planning, challenging financial advisors to digitally transform their approach to managing client relationships." The report highlighted that investors are looking ...

Lazard funds rated by Lonsec

MARK SMITH  |  MONDAY, 16 NOV 2015
... Roberts, chief executive of Lazard Asset Management Pacific Co said: "The feedback that we are receiving from financial advisors, as well as our wholesale clients, is that investors are looking for high conviction, concentrated strategies that are different ...