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Showing 4281 - 4290 of 9819 results for "Advisers"

Adviser group edges on triple digits with new business

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2017
... saying it has been a privilege to serve the Madison community throughout 2017. "I am very grateful for the support of our advisers, the Madison team, our board and the broader financial services community. Our community has welcomed great businesses ...

Listed advice firm loses major shareholder

ALEX BURKE  |  THURSDAY, 14 DEC 2017
... half year was the retail business, where revenues grew strongly year on year, benefiting from the recent addition of new advisers," Bell said. "This is also being reflected in strong growth in funds under advice, including our margin lending and cash ...

HNWI financial advice demand falls: Research

KARREN VERGARA  |  THURSDAY, 14 DEC 2017
New research from Investment Trends found there are less high-net-wealth investors using financial advisers compared to five years ago. The use of financial advice among high-net-worth investors (HNWI) has fallen to a five-year low, according to the ...

Government expert panel hands down proposed education standards for existing advisers

JAMIE WILLIAMSON  |  THURSDAY, 14 DEC 2017
Under the proposed standards released today by the Financial Adviser Standards and Ethics Authority, all existing advisers will be required to make a choice between several different education pathways -and some of their current qualifications may fail ...

Boutique wealth manager hires banking executive

JAMIE WILLIAMSON  |  WEDNESDAY, 13 DEC 2017
... executive Steve Tucker and former JBWere chief executive Paul Heath. It has since grown to house more than 20 financial advisers.

Elders enables greater access to advice in central NSW

JAMIE WILLIAMSON  |  WEDNESDAY, 13 DEC 2017
... been working toward delivering is now in place. "Two years ago, we had a vision to create a differentiated offering to advisers across Australia by having exceptional support capabilities and a formal referral introduction strategy in place for new practices ...

AMP flags departures in distribution restructure

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2017
... for the last six years. Kay was responsible for designing and implementing the regional sales strategy, and servicing advisers across the aligned and IFA networks, as well as achieving sales targets for the platform, insurance, managed funds, bank and ...

AAT upholds ruling against ex-Macquarie and ex-Credit Suisse advisers

EMMA RAPAPORT  |  TUESDAY, 12 DEC 2017
The Administrative Appeals Tribunal has affirmed ASIC's decision to ban a former Macquarie equities financial adviser and former Credit Suisse employee from providing financial services for three years. ASIC's decision to ban Tony Davidof and Philip ...

Industry fund stepping up advice offering

JAMIE WILLIAMSON  |  TUESDAY, 12 DEC 2017
... the best outcome for the fund and ultimately our members," he said. LUCRF Super currently employs 12 in-house financial advisers - including its general manager of advice and education, Kris Hamilton - to service its 160,000 strong membership. "Enhancing ...

Frontier Advisors strategy and people director departs after 20 years

ALEX BURKE  |  FRIDAY, 8 DEC 2017
... of a business and, in Frontier's case, to do so in such a complex and challenging external environment for investment advisers." "Kerrie has made an important and valuable contribution to Frontier, and in turn to millions of Australian workers through ...