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Showing 4911 - 4920 of 9821 results for "Advisers"

Ord Minnett manager launches adviser social startup

ALEX BURKE  |  TUESDAY, 13 DEC 2016
... former NSW executive state manager at Ord Minnett has launched a startup that provides social media strategy for financial advisers. Tom Loneragan, founder and director of Latch Consulting Group, explained to Financial Standard that while many advisers ...

Former ANZ planner cops ban

JAMIE WILLIAMSON  |  MONDAY, 12 DEC 2016
... years and falsifying dates on the copied items. Commenting on the case, ASIC deputy chairman Peter Kell said: "Financial advisers are important gatekeepers who must act honestly to increase broader public confidence in the financial services industry." ...

Super clarity presents adviser opportunity

KERRIE SYDEE  |  FRIDAY, 9 DEC 2016
... changes are some of the biggest to the super tax system in the last decade they present an opportunity for financial advisers to help clients navigate their way to achieving goals. The largest of the changes will apply from July 2017 and will see a maximum ...

SMSFs continue hunt for information

JAMIE WILLIAMSON  |  FRIDAY, 9 DEC 2016
... for control of their retirement portfolio," Keegan said. "We have also seen an increase in the number of customers and advisers attending webinars where they get to engage with the managers investing their and their clients' money. Infrastructure and ...

HLB Mann Judd builds Melbourne presence

KERRIE SYDEE  |  THURSDAY, 8 DEC 2016
Accountants and business advisers HLB Mann Judd Melbourne made two new appointments. Adrian Kelly joined as a partner in HLB Mann Judd's audit and assurance services divisions, while Bruce McMenamin was appointed as a director in the corporate and business ...

HUB24 opens doors to global direct equities

ALEX BURKE  |  TUESDAY, 6 DEC 2016
... He added: "Underpinned by our market-leading technology, this new capability and competitive fee structure, will offer advisers and their clients access to international shares, in a simple and seamless manner with all other assets. "Our recent whitepaper ...

ASIC probe reveals 185 more CBA compo cases

KERRIE SYDEE  |  TUESDAY, 6 DEC 2016
... and FW have complied with their licence obligations to consistently apply a remediation program to customers of the 15 advisers. However the report identified that in some instances the licensees failed to meet required time-frames specified when communicating ...

Out-dated websites flag regulatory risk

KERRIE SYDEE  |  MONDAY, 5 DEC 2016
... and feel." Liao warned that practices must be careful with the content they place on their website for both clients and advisers, highlighting the potential for regulatory consequences like those felt by Findex Group earlier in 2016. Findex Group had ...

Pengana boosts adviser distribution footprint

ALEX BURKE  |  MONDAY, 5 DEC 2016
... Asian event-driven and global market neutral. "We've seen growing demand for our solutions as both investors and their advisers look for ways to achieve specific portfolio outcomes despite ongoing uncertainty and volatility across markets," Pengana chief ...

CBA partners for agribusiness pilot

KERRIE SYDEE  |  MONDAY, 5 DEC 2016
... working relationship between customers, accountants and banks," Harvey said. "Collaboration between farmers and their advisers using rich and up to date data, will equip farmers to respond with greater agility when market conditions change." The software ...