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Showing 31 - 40 of 164 results for "Adviser of"

Sam Henderson pleads guilty

ELIZABETH MCARTHUR  |  TUESDAY, 25 AUG 2020
... defective. ASIC alleged that Henderson engaged in dishonest conduct while chief executive, director and senior financial adviser of Henderson Maxwell by claiming that he had a Master of Commerce when he did not. The regulator found 115 PowerPoint presentations ...

NULIS calls for clearer regulatory definitions

ELIZA BAVIN  |  FRIDAY, 24 JUL 2020
... face-to-face advice arrangements that are conducted on the basis of the member's direct engagement with a financial adviser of their choice. "...in certain circumstances members can request NULIS to deduct amounts from their account to pay fees for their ...

New board member at EQT

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 FEB 2020
... start-ups, and she is chair of portfolio company TalkiPlay. She was a finalist for the Association of Financial Advisers' Adviser of the Year Award in 2014 and won the AFA Female Excellence in Advice Award in 2013 and the Financial Planning Association ...

Morningstar now an ETF issuer

KANIKA SOOD  |  WEDNESDAY, 13 NOV 2019
Morningstar has listed an active ETF that will invest in global equities, as it enters the segment as an issuer. The Morningstar International Shares Active ETF started trading on the ASX yesterday under the ticker code MSTR. It will invest in an unlisted ...

Morningstar bets on advice software

KANIKA SOOD  |  MONDAY, 4 NOV 2019
The research house is set to acquire AdviserLogic as it looks to add financial planning software to its adviser offering. Morningstar has entered a definitive agreement to acquire AdviserLogic for undisclosed terms, with the transaction expected to ...

Adviser of the Year named

ELIZABETH MCARTHUR  |  THURSDAY, 29 AUG 2019
The AFA Adviser of the Year for 2019 has been crowned at a gala dinner in Adelaide overnight. The Association of Financial Advisers has awarded its highest honours, presenting the Adviser of the Year, Female Excellence in Advice, Excellence in Education ...

The highest honour: 2018 AOTY reflects on win

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
The outgoing Adviser of the Year, Hugh Robertson, has revealed how much receiving the honour has meant to him. Awarded the title of Adviser of the Year for 2018 at last year's Association of Financial Advisers' National Conference, Robertson described ...

Nominees await top AFA honours

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... advisers will be recognised with the presenting of the Association of Financial Advisers' annual suite of awards. The Adviser of the Year, Rising Star of the Year, Female Excellence in Advice and the Excellence in Education award winners will be crowned ...

Adviser of the Year finalists named

KRISTI CHENG  |  TUESDAY, 13 AUG 2019
The finalists for the Association of Financial Advisers' most sought after honours, the Adviser of the Year Award, have been announced. This year's finalists are Simone Du Chesne of EQWealth, Joseph Hoe of Wealthwise, and Elliot Watson of Elliot ...

Average Aussie $560k richer with advice

ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
According to the new Value of an Adviser report by Russell Investments, financial advisers deliver value of at least 4.4% or more every year to their clients beyond investment-only advice. Russell's research estimates the average Australian receiving ...