Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 5011 - 5020 of 9821 results for "Advisers"

Findex brings family office to the masses

ALEX BURKE  |  THURSDAY, 20 OCT 2016
... individuals and businesses had access to Family Office-style services. "After building a company with more than 1,800 advisers in key financial areas, we can make this advice and service accessible to individuals and businesses of all sizes, giving them ...

Sherrin kicks goal with merger

DARREN SNYDER  |  WEDNESDAY, 19 OCT 2016
... long time as we looked at ways we could evolve our business, grow in size, add new clients and bring on some talented advisers and support staff. With the Medico Legal Insurance Group, we believe we have found the perfect partner," Kirk said. The merged ...

Advisers must understand psychological differences

KERRIE SYDEE  |  WEDNESDAY, 19 OCT 2016
Financial advisers must understand fundamental psychological differences between clients and the impact this has on financial decisions, new NAB research shows. The research shows there are three regions of the brain that are anatomically different ...

Two more Macquarie veterans join Shaw

ALEX BURKE  |  WEDNESDAY, 19 OCT 2016
Shaw and Partners has appointed two new advisers. The first, John Wardman, joins Shaw's Sydney office directly from Macquarie Private Wealth, where he spent 13 years. In an internal memo, Shaw and Partners head of private wealth and co-chief executive ...

AdviceIQ appoints former Premium Wealth CEO

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
... Angus McLeod said. "Paul has a genuine passion for advice and the difference it makes to the lives of the clients of advisers. In addition, Paul's knowledge of advisers, AFSLs and the emerging challenges and opportunities in the world of advice will ...

Portfolio rebalancing highlights adviser value

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
Portfolio rebalancing is crucial to portfolio risk management but it also demonstrates the value advisers provide to clients, according to IOOF head of product Chris Weldon. Weldon notes that rebalancing is an important risk management process and while ...

Scholarship supports new advisers

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
... is partnering with a boutique financial planning firm to provide financial support to the next generation of financial advisers. Scholten Collins McKissock Wealth Management and Deakin Business School will provide scholarships in to support both the ...

InvestmentLink backs mobile advice start-up

ALEX BURKE  |  TUESDAY, 18 OCT 2016
InvestmentLink has made its first data grant to a mobile platform for financial advisers. As part of InvestmentLink's commitment to fintech, Harmonee will have 18 months of free access to 600 data feeds, which are currently used by more than 12,000 ...

Pan-Tribal Global Equity Fund added to platforms

DARREN SNYDER  |  MONDAY, 17 OCT 2016
... recognition of the achievements of our key account team and the growing demand we are seeing for the fund from financial advisers," Pan-Tribal chief executive Colin Woods said. "MLC Wrap and Navigator together represent an important segment of the platform ...

Professional standards legislation reaches parliament

KERRIE SYDEE  |  MONDAY, 17 OCT 2016
... federal government confirmed it will introduce legislation this year to mandate professional standards for financial advisers. As previously revealed, the reforms will include compulsory education requirements for existing and new financial advisers ...