Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 4501 - 4510 of 9819 results for "Advisers"

Countplus searches for new CFO

KARREN VERGARA  |  THURSDAY, 31 AUG 2017
... June; disposed interest in McQueen Wealth Management, Financial Momentum, and CountPlus National Audits and CBC Financial Advisers. These four entities contributed a total net loss of $96k for the financial year end. Countplus chief executive Matthew ...

Small licensees are PI insurance compliant: ASIC

KARREN VERGARA  |  WEDNESDAY, 30 AUG 2017
... licensees to inform their PI insurance provider of any material changes to the business, such as an increase in the number of advisers or revenue. "While you can work with an insurance broker, you cannot rely on the broker to ensure your policy complies ...

Fitzpatricks secures capital backing for growth

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2017
... of ethical, goals-based, client-centric financial advice." McMurdo said the announcement is exciting for Fitzpatricks advisers, clients and existing partners as it enables the firm to build a strong continuum of its client-centric focus. "Achieving scale ...

MGP looking toward a better 2018

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2017
... David Heather said MGP is happy with the overall results which reflect increased use of MDAs by independent financial advisers, stockbrokers and investment managers. He also said the group's ongoing re-investment into new services and capabilities played ...

AFA secures international icon for conference lineup

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2017
... singer will discuss the extensive humanitarian work that has seen him twice nominated for a Nobel Peace Prize; inspiring advisers with of his own experiences with adaptability and change, reflecting the current challenges facing the adviser community. ...

Iceberg MDAs driving managed account FUM

JAMIE WILLIAMSON  |  TUESDAY, 29 AUG 2017
... iceberg business," he said. The remaining $4.7 billion was derived organically from the increasing number of financial advisers using managed account services as their preferred client service model. "This is a growth rate of 25% per annum and this is ...

Prime establishes new business division

ALEX BURKE  |  TUESDAY, 29 AUG 2017
... John Driscoll and his business partner Matthew Smith. Both Altezza and another recent acquisition, MPR Accountants & Advisers, have been rebranded as Prime Accounting & Business Advisory (PABA). As above, Prime announced it had increased its FUM by $131 ...

Super funds on notice over disclosure deadline

DARREN SNYDER  |  MONDAY, 28 AUG 2017
From 30 September financial advisers and consumers can expect to see significant changes in the way superannuation and managed investment funds disclose fees and charges. Corporate regulator ASIC said the changes will help bring industry-wide consistency ...

CommSec and CFS combine tech strengths

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2017
Financial advisers now have a new means of managing their high-net-worth and SMSF client investments with CommSec Adviser Services and Colonial First State coming together to launch a one-stop-shop portfolio service. Targeting advisers with HNW clients ...

Insto exodus fuelling HUB24 growth

ALEX BURKE  |  MONDAY, 28 AUG 2017
The number of advisers choosing to become self-licensed or moving away from institutionally-aligned dealer groups has fuelled HUB24's growth over the 2017 financial year, contributing to the company's first full-year profit. HUB24 revealed a $3.9 million ...