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Showing 4981 - 4990 of 9821 results for "Advisers"

ANZ wealth sale marks end of an advice era

ALEX BURKE  |  FRIDAY, 4 NOV 2016
... of buyers effectively drops away, where do they go?" Harding-Davis said the new professional standards legislation for advisers would create a further barrier to succession because "not enough qualified young people have come through yet to do the bottom-up ...

Boutique advice firm joins Fortnum

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
A former AMP aligned advisory firm has joined non-institutionally owned licensee Fortnum Financial Advisers. Cardena Private Wealth, previously Arrive Wealth Management Sydney, has joined Fortnum as the firm positions itself to continue delivering professional ...

ETFs to reach $6 trillion by 2020

DARREN SNYDER  |  FRIDAY, 4 NOV 2016
... And 60% of those surveyed expect to see further consolidation over the next two years. EY said the emergence of robo advisers as a scalable retail channel could change this digital distribution model for ETfs. Eighty-eight percent of respondents expect ...

AZ NGA snaps up eighteenth firm

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
... advice. On-Track is responsible for about $170 million of client funds and has a team of nine, including three financial advisers. AZ NGA chief executive Paul Barrett said: "On-Track are a natural fit for AZ NGA as the team is led by highly experienced ...

Advisers unsure on super contributions

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
... according to BT Advice Technical's September quarter round-up. The report shows the questions most commonly asked by advisers over the quarter were in regards to non-concessional contribution caps, Centrelink pension changes from 1 January 2017, and ...

ASIC bans Brisbane life adviser

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
... found he had failed to comply with several financial services laws. Former authorised representative of Affinia Financial Advisers, Christopher Young, was banned after ASIC found he failed to act in his clients' best interests when providing financial ...

BTFG to combine key research divisions

ALEX BURKE  |  WEDNESDAY, 2 NOV 2016
... Research provides research and information on managed funds, structured investments and other products for the use of advisers who provide financial product advice through BT Advice aligned financial planning channels. This includes Securitor Financial ...

Consultum rewards star advisers

KERRIE SYDEE  |  WEDNESDAY, 2 NOV 2016
Consultum Financial Advisers recognised excellence in financial advice by revealing its 2016 award winners. Announced at the company's annual conference in Vietnam, Adviser of the Year was awarded to Anthony D'Alessandro of Victorian based Required ...

FirstChoice Alternatives adds new macro manager

KERRIE SYDEE  |  WEDNESDAY, 2 NOV 2016
... important to investors concerned about the prospect of lower returns from equities," Tully said. "As a result, we are seeing advisers recommend a greater proportion of their client's portfolios to alternatives. This has led to a 400% increase in flows ...

Macquarie Wrap continues growth trend

JAMIE WILLIAMSON  |  WEDNESDAY, 2 NOV 2016
... of flexible investment options with the Macquarie Wrap now hosting more than 700 managed funds and 58 SMA options for advisers and their clients to select. Macquarie said the growth reiterates its desire to providing flexible products suitable for a ...