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Showing 4871 - 4880 of 9821 results for "Advisers"

CFM trust rated by Zenith

JAMIE WILLIAMSON  |  MONDAY, 30 JAN 2017
... greater liquidity. Head of CFM Asia Pacific, Steve Shepherd said: "These attributes have been recognised by financial advisers looking for true-to-label alternative solutions that aim to have zero correlation to equity and bond markets, whilst aiming ...

NAB makes key advice appointments from AMP

ALEX BURKE  |  FRIDAY, 27 JAN 2017
... general manager Tim Steele said the new appointments represent the business' commitment to "enhancing support for our advisers to assist them in delivering exceptional outcomes for NAB FP clients." "Andrew is a highly respected leader and is passionate ...

HESTA investment manager appointed to PRI

EMMA RAPAPORT  |  FRIDAY, 27 JAN 2017
... chair at HESTA Angela Emslie to the PRI board. Beeny joined HESTA last year after almost eight years with JANA Investment Advisers, and will be welcomed to the committee alongside Manuel Caas, deputy head of emerging markets debt at First State Investments ...

HLB appoints director, outlines plans

JAMIE WILLIAMSON  |  FRIDAY, 27 JAN 2017
... the firm outlined its focuses for 2017. Wealth management partner Michael Hutton spoke of the immediate importance of advisers identifying how super changes slated for July 1 2017 will impact their clients. "This is the last ditch opportunity for people ...

Adviser appeals ASIC ban

EMMA RAPAPORT, JAMIE WILLIAMSON  |  WEDNESDAY, 25 JAN 2017
... witness to appear before the panel, and that Tindall had suffered "no ongoing unfairness." The Association of Financial Advisers, of which Tindall is also a member, told Financial Standard it had only become aware of Tindall's indiscretions via media ...

CPA creates planner education solution

EMMA RAPAPORT  |  FRIDAY, 20 JAN 2017
... Giovanni Munoz said that he welcomes the creation of the fundamentals program, but notes that from January 2024, all advisers will be required to reach degree equivalent status and to pass the new exam requirement to practice. "The inclusion of RG146 ...

ASIC calls time on super disclosure exemption

ALEX BURKE  |  FRIDAY, 20 JAN 2017
... licensees and RSEs' transparency and accountability to the wider market (for example, via gatekeepers such as analysts, advisers and journalists) and enhance market competition, for consumers' ultimate benefit."

Fintechs unite for risk tool

JAMIE WILLIAMSON  |  THURSDAY, 19 JAN 2017
Two fintech firms have partnered to provide financial advisers with a life insurance software solution. Advice technology firm YTML (Your Technology Made Lite) was selected by software provider Omnium to act as its platform provider, offering advisers ...

MLC reveals new executive team

ALEX BURKE  |  WEDNESDAY, 18 JAN 2017
... customer experience organisations, we hope to simplify and transform the experience we provide to our customers, our advisers and superannuation partners. Our goal is to be a truly customer-centric life insurer," Thomas said.

ClearView hire aligns growth plan

EMMA RAPAPORT  |  WEDNESDAY, 18 JAN 2017
... as head of product. Scott will drive the development of life insurance and wealth management solutions for financial advisers, and oversee the delivery of a new online quote and application engine. Former head of product Renee Hancock has taken on the ...