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Showing 4861 - 4870 of 9821 results for "Advisers"

Infocus scores exclusive referral to 450 offices nationwide

ALEX BURKE  |  MONDAY, 6 FEB 2017
... their goals. "The H&R Block referral relationship meets our adviser value proposition of helping Infocus Group financial advisers grow revenue, increase efficiency and effectively manage risk in their businesses."

Ignition Wealth appoints head of advice

ALEX BURKE  |  MONDAY, 6 FEB 2017
... involve building and overseeing Ignition Wealth's new XPLAN consultancy division, aimed at providing XPLAN support for advisers looking to add robo-advice services to their businesses. Before PlanFocus, Corben founded Corben Young Consulting. He was ...

Altair hires distribution GM

ALEX BURKE  |  MONDAY, 6 FEB 2017
... investors in 2014. At the time, Parker said the retail offering came about due to conversations with "a number of financial advisers who like our investment approach and the way we manage our MDA strategies but they also want something suitable for smaller ...

Financial advisers losing communication battle

EMMA RAPAPORT  |  MONDAY, 6 FEB 2017
Embattled financial advisers need to find better ways to communicate their value to clients if they are to remain relevant in an automated world. Speaking at a media roundtable, newly appointed Morningstar chief executive Kunal Kapoor told reporters ...

L1 Capital fund recommended

JAMIE WILLIAMSON  |  FRIDAY, 3 FEB 2017
... investors. L1 Capital co-chief investment officer Mark Landau said the firm has seen increased interest in the product from advisers. "Equities will likely experience more volatility, given rising US interest rates and the more dramatic policy changes ...

New information chief for IOOF

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2017
... experience in successfully delivering large-scale IT projects will help ensure we continue to be able to offer better ways for advisers - and clients - to securely manage their investments." Hekmat will be based at IOOF's Melbourne office.

Google serving to restore trust in advice

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2017
... consumers to choose a financial adviser, Google star ratings will now appear in search result listings alongside individual advisers' names. Aggregated reviews of advisers on the Adviser Ratings site will now appear in Google search listings after the ...

Henderson targets Queensland with appointment

EMMA RAPAPORT  |  TUESDAY, 31 JAN 2017
... providing best-in-class service to our national client base, and look forward to better supporting Queensland based financial advisers," Henderson Australia head of distribution Matt Gaden said. Newly appointed sales director Tom Kelly has more than ...

ATO calls time on SMSF safe harbour rules

ALEX BURKE  |  MONDAY, 30 JAN 2017
The ATO is warning financial advisers that the safe harbour rules for limited recourse borrowing arrangements in self-managed super funds will be changing this week. Under the new rules, LRBAs must be consistent with either the safe harbour guidelines ...

Banks flag adviser transparency in customer program

ALEX BURKE  |  MONDAY, 30 JAN 2017
... prioritise and escalate complaints; improved protection for whistleblowers; a commitment to transparency regarding financial advisers with histories of poor conduct; and an independent review of the Code of Banking Practice. ABA chair and National Australia ...