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Showing 4201 - 4210 of 9819 results for "Advisers"

CareSuper appoints investment manager

ALEX BURKE  |  FRIDAY, 9 FEB 2018
... & Associates Consulting, director of alternative investments at Russell Investments, senior analyst at Access Capital Advisers and senior portfolio manager at EquipSuper. Russo's new role follows CareSuper making two appointments to its senior leadership ...

Client engagement tool gains ground

JAMIE WILLIAMSON  |  FRIDAY, 9 FEB 2018
... designed to bridge the gap between evolving consumer expectations and existing advice models. Your Financial Wellness allows advisers to white label its platform to provide clients with an interactive portal where they can explore their financial goals ...

Court fines advice firm $7.8m

KARREN VERGARA  |  FRIDAY, 9 FEB 2018
... often with poor credit histories and recommended they switch their superannuation funds and take out high-end insurance. Advisers would then charge advice fees that were paid out of consumers' super funds and received upfront and trailing insurance commissions. ...

AMP considers "all alternatives" in life insurance portfolio review

ALEX BURKE  |  THURSDAY, 8 FEB 2018
... wealth management, we've delivered the next phase of our Goals 360 advice platform - the goals modelling engine - enabling advisers to show customers the achievability of their goals during the advice session. It takes the financial planning process ...

Industry fund appoints Whitehelm as investment consultant

DARREN SNYDER  |  THURSDAY, 8 FEB 2018
... industry superannuation fund which dedicates itself to education and related sectors. Combined Super appointed Whitehelm Advisers as its new investment consultant in January. It is understood the super fund's previous investment consultant was Mercer. ...

Boutique fund manager adds to distribution team

KARREN VERGARA  |  THURSDAY, 8 FEB 2018
... Baring to its key accounts team. Baring will join key account manager David Myers in servicing dealer groups and financial advisers across Victoria. Baring has more than 15 years' business development and account management experience in the financial ...

JBWere team joins Koda Capital

ALEX BURKE  |  THURSDAY, 8 FEB 2018
A JBWere executive director and two advisers from the same firm will take up new roles as partners at Koda Capital. Former JBWere executive director Frank Macindoe joins Koda's Sydney office. He was previously a partner at Blake Dawson for about 20 ...

General advice "misleading": Productivity Commission

JAMIE WILLIAMSON  |  WEDNESDAY, 7 FEB 2018
... market opportunities are," the report states. The Commission is also considering recommending to ASIC that financial advisers be able to provide advice on select credit products, namely home loans, personal loans and credit cards. It has called for consultation ...

Advisers can fill aged care demand gap: Study

KARREN VERGARA  |  WEDNESDAY, 7 FEB 2018
The growing demand for aged care planning will shift financial advisers' service offering and provide a new source of revenue in the medium-term, a joint study by Aged Care Steps and Swiss Re reveals. The research, which explored the challenges and ...

Robo-adviser crashes during Wall Street selloff

ALEX BURKE  |  WEDNESDAY, 7 FEB 2018
One of the largest robo-advisers in the US saw its website go offline while markets fell across the globe on February 5. Wealthfront had to issue multiple clarifications to users via Twitter after complaints reached the platform that the website was ...