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Fox joins Tribeca Financial board

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2017
... the board of a Melbourne-based advice firm. Fox joins Tribeca Financial as a non-executive chair to help lead the firm's next growth phase. Tribeca Financial chief executive Ryan Watson said Fox's experience and leadership, and his passion for the financial ...

Cbus expands senior investment team

EMMA RAPAPORT  |  WEDNESDAY, 6 DEC 2017
... value to our existing team." In July, Cbus chief executive David Atkin said he expects the fund to double in size within the next five to six years, backed by a strong internal team.

Infocus chief executive departs

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2017
... of service and the efficiency of the delivery of financial advice solutions for clients...I wish the company well on its next stage of growth," he said. Steinhardt said he is excited to back leading the company he founded with his wife in 1994. "I'm ...

Synchron adds to adviser network

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2017
A financial planning firm recently acquired by AZ Next Generation Advisory in a private equity deal has joined Synchron's growing network. Based in Victoria's Mornington Peninsula, Dunsford Financial Planning brings the total number of authorised representatives ...

Government superannuation reforms shelved

EMMA RAPAPORT  |  TUESDAY, 5 DEC 2017
... superannuation bills will stand despite Royal Commission: O'Dwyer It remains unclear whether the bills will be reintroduced next year or shelved until after the Royal Commission hands down its findings in February 2019.

Advice industry must think bigger: Netwealth

JAMIE WILLIAMSON  |  TUESDAY, 5 DEC 2017
... managed accounts and scaled advice as the top three technologies that will have the biggest impact on advice practices in the next five years. "I've got a real issue with this. This was done at the start of the year and these three trends have already ...

Un-Keynesian

BENJAMIN ONG  |  TUESDAY, 5 DEC 2017
... (reportedly before Christmas). But while our American brothers may have themselves a merry little Christmas in 2017 and the next couple of years, the longer term picture is not that jolly. It's because of the deficit the US government would incur as ...

Longstanding Godfrey Pembroke practice seeks own AFSL

JAMIE WILLIAMSON  |  MONDAY, 4 DEC 2017
... Pembroke is assisting Scholten Collins McKissock in transitioning to its own AFSL, in what the practice describes as a natural next step. "This is an exciting time for us in what is an ever-changing industry," SCM executive director and practice principal ...

SMEs lack cybersecurity resilience: ASIC

KARREN VERGARA  |  MONDAY, 4 DEC 2017
... place at the network level. "This demonstrates an understanding of the area even though no formal policies are in place. The next step for this organisation - like many other SMEs - is to review and formalise these policies," the report said. Among the ...

Retailers should be wary of Amazon: Poll

KARREN VERGARA  |  MONDAY, 4 DEC 2017
... on its Australian website, and offer a full suite of goods. Australian fintech Avoka said financial services will be the next industry in the firing line. "When Australian consumers start to receive streamlined and greater levels of convenience from ...