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Showing 31 - 40 of 114 results for "Financial advisors"

ASIC permanently bans jailed adviser

KERRIE SYDEE  |  FRIDAY, 28 OCT 2016
... Kell said: "Dishonesty by any financial advisor will not be tolerated by ASIC. We will take steps to remove financial advisors who have acted dishonestly from the financial services and credit industry in order to protect consumers."

Knight Financial Advisors unveils new MDA service

MARK SMITH  |  WEDNESDAY, 25 MAY 2016
Self-licensed advisory firm Knight Financial Advisors has launched a new managed discretionary account (MDA) service built in partnership with listed managed account operator Managed Accounts Holdings (MGP). The service replaces the licensee's proprietary ...

Technology and collaboration to drive financial advice

KERRIE SYDEE  |  THURSDAY, 14 APR 2016
... report shows investors are seeking a much more collaborative approach to their wealth planning, challenging financial advisors to digitally transform their approach to managing client relationships." The report highlighted that investors are looking ...

Lazard funds rated by Lonsec

MARK SMITH  |  MONDAY, 16 NOV 2015
... Roberts, chief executive of Lazard Asset Management Pacific Co said: "The feedback that we are receiving from financial advisors, as well as our wholesale clients, is that investors are looking for high conviction, concentrated strategies that are different ...

Robo revolution to benefit human advisers

MARK SMITH  |  TUESDAY, 10 NOV 2015
... advice platforms will empower investors to handle their financial affairs without the assistance of traditional financial advisors," Cerulli director Scott Smith said. "Cerulli believes that while technology innovations will transform how services are ...

Prime Value appoints distribution head

ALEX BURKE  |  WEDNESDAY, 17 JUN 2015
... and Prime Value Imputation Fund. "We think David can have a big impact due to his industry experience with financial advisors and understanding of retail investors," said Prime Value chief executive Yak Yong Quek.

Australian advisers court Chinese investors

ALEX BURKE  |  MONDAY, 4 MAY 2015
... Chinese companies pursuing a listing on APX, and from an Australian perspective see this group of influential financial advisors make new contacts in China and increase their familiarity with investment opportunities and China business and markets."

Capital Group expands retail sales team

MARK SMITH  |  MONDAY, 1 DEC 2014
... head of Australia Paul Hennessy said. "Capital Group believes in the value of advice. Our goal is to equip financial advisors and retail investors in Australia with investment strategies that will enable them to achieve their personal wealth objectives ...

QSuper number one for member satisfaction

JAMES FERNYHOUGH  |  FRIDAY, 7 NOV 2014
... value, investment performance, fees, overall customer services, overall insurance coverage, access to quality financial advisors, website and financial seminars. From an industry-wide perspective, however, the results were unfavourable, with the industry ...

Janus plays first hand in ETF game

MARK SMITH  |  TUESDAY, 14 OCT 2014
... the customised solutions we can provide to our clients and enabling us to work with the growing segment of financial advisors and institutions focused on these instruments," Janus chief executive Richard Weil said. At the end of September 2014 VelocityShares ...