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Showing 4331 - 4340 of 9819 results for "Advisers"

Inconsistency, communication top adviser bugbears

KARREN VERGARA  |  THURSDAY, 16 NOV 2017
Advisers should be mindful of consistently carrying out processes and procedures for all clients or risk getting caught out, warns an industry expert. This is a common pitfall and an important message MiQ Private Wealth partner Lisa Weissel is sharing ...

Advice the face of wealth management evolution

DARREN SNYDER  |  THURSDAY, 16 NOV 2017
... global investment manager believes the financial services industry cannot go back on its move to independent financial advisers. Speaking at a Morningstar investment strategy day in Melbourne, Kevin Clifford - chairman and chief executive of North American ...

Financial services industry welcomes 'Yes' result

EMMA RAPAPORT  |  WEDNESDAY, 15 NOV 2017
... #MarriageEquality pic.twitter.com/rWvGqjYvD1 - Zurich Australia (@ZurichAustralia) November 14, 2017 Several financial advisers named in the 2017 FS Power 50 also welcomed the result, including Marshall Brentnall and Tim Mackay. After 12,729,920 votes ...

Former adviser cops 10-year imprisonment

KARREN VERGARA  |  WEDNESDAY, 15 NOV 2017
... health issues. ASIC commissioner John Price said the outcome should serve as a warning to company directors and financial advisers who breach community standards - the consequences are severe. Sherwin is eligible for parole on 14 November 2021.

AZ NGA acquires Victoria practice

ALEX BURKE  |  WEDNESDAY, 15 NOV 2017
... Dunsford said. This acquisition follows AZ NGA subsidiary, Wise Planners, purchasing a $284 million client book from AFM Advisers. AFM was led by Haydon Skudder, who passed away in June and had previously discussed succession planning strategies with ...

Sporting arena ripe for new advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 15 NOV 2017
... managers standing to benefit from understanding their unique financial planning needs. According to GlobalData, financial advisers will do well to offer tailored services to professional athletes as their limited time means they often fail to prioritise ...

Myprosperity partners with $6.2bn platform

KARREN VERGARA  |  TUESDAY, 14 NOV 2017
... director of strategic development Jason Entwistle said by opening up the HUB24 platform and sharing data, it provides advisers and accountants the freedom to choose the technology solutions that provide the best experience for them and their clients. ...

ASIC remains firm on IFA definitions

DARREN SNYDER  |  TUESDAY, 14 NOV 2017
... Securities and Investments Commission reaffirmed its position on terminology used to describe the independence of financial advisers. ASIC's latest update to Regulatory Guide 175 (RG 175) confirms that terms such as "independently owned", "non-aligned" ...

Cryptocurrency interest underwhelming: Poll

KARREN VERGARA  |  MONDAY, 13 NOV 2017
... subject to GST. Michael Dunworth, chief executive of Silicon Valley-based blockchain outfit Wyre encouraged financial advisers to consider bitcoin as an asset class. "A lot of people say that bitcoin is very volatile. It is in the short term but if I ...

ASIC appoints former AFA chief

ALEX BURKE  |  MONDAY, 13 NOV 2017
... its Financial Services and Credit Panel (FSCP), including the former chief executive of the Association of Financial Advisers. Brad Fox will join the FSCP along with Annette Spencer, Bruce Debenham, Calvert Duffy, Christina McArthur, Dacian Moses, Don ...