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Showing 4491 - 4500 of 9820 results for "Advisers"

Centrepoint forms fintech alliance

JAMIE WILLIAMSON  |  WEDNESDAY, 6 SEP 2017
A newly-formed fintech partnership will enable Centrepoint Alliance financial advisers to develop stronger client relationships as well as provide tools to promote shared responsibility for the client's financial situation. A full-service money management ...

Underwriting expert joins ClearView

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2017
ClearView appointed a chief underwriter in an effort to strengthen its partnerships with independent financial advisers. Warren Page will be responsible for leading ClearView's national underwriting team and partnering with the group's reinsurer to ...

Infocus buys influential advice business

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2017
... clients and all staff will remain with the Announcer business. Announcer was a finalist for the Association of Financial Advisers 2015 Practice of the Year Award and recently announced a partnership with leading real estate firm McGrath.

AMP and Challenger ink annuities deal

ALEX BURKE  |  TUESDAY, 5 SEP 2017
... partnerships since Challenger swapped its financial planning business for AXA's annuities portfolio in 2008. Financial advisers will now be able to apply online for Challenger's term annuities along with its Liquid Lifetime and CarePlus product suites. ...

Millennial SMSFs making impact

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2017
... superannuation fund investor augurs well for the future, presenting a potentially lucrative business proposition for financial advisers. The latest CommSec SMSF Trading Trends Report shows millennials now represent the fastest growing segment within ...

ASIC targets retirement products and services

KARREN VERGARA  |  MONDAY, 4 SEP 2017
... discussion report later this year detailing an action plan. Elsewhere in the report, ASIC will continue to keep a close eye on advisers, particularly the big five financial advice firms to ensure they act professionally and in consumers' best interests. ...

Adviser education renews ethics focus

KARREN VERGARA  |  MONDAY, 4 SEP 2017
Financial advisers will see a raft of new courses around ethics and integrity as these issues come to the fore ahead of the code of ethics to be introduced from the industry's new regulatory body. Ramping up efforts in ethics education is a bold move ...

Nominations open for 2017 Power50

DARREN SNYDER  |  FRIDAY, 1 SEP 2017
... Financial Standard's coveted Power50 series is returning in 2017 with the launch of The 50 Most Influential Financial Advisers in Australia. Nominations are now open for the 2017 list. Once nominations are completed, Financial Standard readers will then ...

Bennelong creates NSW distribution role

JAMIE WILLIAMSON  |  FRIDAY, 1 SEP 2017
... management," Daly said. "David's appointment ensures we have the team in place to continue working closely with financial advisers and provide them with the resources and support they require to build portfolios."

ASIC sets sights on IPO investment

EMMA RAPAPORT  |  FRIDAY, 1 SEP 2017
... investors and particular areas of our guidance on prospectus disclosure should be carefully considered by issuers and their advisers to produce more effective disclosure for retail investors," ASIC commissioner John Price said. "The project's findings ...