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Showing 21 - 23 of 23 results for "XY Adviser"

Advisers must prepare for the next generation of clients

EMMA RAPAPORT  |  WEDNESDAY, 7 JUN 2017
... products favoured by millennials will be the first in line to secure the next generation of clients, according to former XY adviser and author Clayton Daniel. Speaking to Financial Standard, Daniel said consumers - not institutions - are leading the ...

Advisers need to educate

ALEX BURKE  |  FRIDAY, 1 MAY 2015
Speaking at the XY Adviser Event in Sydney, Association of Financial Advisers 2014 adviser of the year Eleanor Dartnall explained that client education leads to client retention. Describing her "epiphany" that led her from "managing" clients to "actually ...

FSC super governance policy forces independence

BEN COLLINS  |  MONDAY, 27 AUG 2012
A majority of directors on superannuation trustee boards must be independent, under draft superannuation governance policy released by the Financial Services Council (FSC) this morning. An independent director must also chair the trustee board, and ...
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