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

Search Results

Showing 5021 - 5030 of 9821 results for "Advisers"

Securitor names adviser of the year

KERRIE SYDEE  |  MONDAY, 17 OCT 2016
Securitor celebrated its outstanding advisers and practices by revealing its national Adviser of the Year at a recent gala dinner. Heidi Schwegler was awarded the 2016 National Adviser of the Year, David Simon the National Rising Star of the Year and ...

Advisers see fintech as tool not threat

KERRIE SYDEE  |  FRIDAY, 14 OCT 2016
More financial advisers are embracing fintech as a tool to enhance services rather than seeing it as threat to their livelihood. The new report from the Financial Planning Standards Board (FPSB) aims to start a global conversation around the implications ...

Perpetual appoints distribution GM

ALEX BURKE  |  FRIDAY, 14 OCT 2016
... moving someone of Matt's calibre into this important role. "Under Matt's leadership Perpetual's standing with financial advisers - those working within large institutions as well as independent advisers - has strengthened significantly, with client advocacy ...

Statewide Super partners on digital advice

JAMIE WILLIAMSON  |  THURSDAY, 13 OCT 2016
... while others may wish to test scenarios online then follow up by discussing their needs in more detail with one of our advisers," D'Allessandro said. According to Decimal, Statewide is exactly the type of organisation it had in mind when developing Eqilize. ...

Strategy Steps sold to knowIT

KERRIE SYDEE  |  THURSDAY, 13 OCT 2016
... Strategy Steps with financial planning processes and software. Desk Caddie is currently used by about 4000 financial advisers and provides practical support to help develop financial planning strategies, provides regulatory updates and offers tips to ...

Link partners with software firm

ALEX BURKE  |  WEDNESDAY, 12 OCT 2016
... Peter Malekas added: "Moneysoft is in a period of growth with several new products on the horizon targeting financial advisers and superannuation fund members, complementing Link's offering and technological expertise."

Midwinter extends partnership

DARREN SNYDER  |  TUESDAY, 11 OCT 2016
... provided data feeds to the industry. The ability to capture all of this disparate information in the one application allows advisers to provide a portfolio view of the total client position. InvestmentLink chief technology officer, Wayne Robinson, said ...

Dunsford explains backpedal at EGM

JAMIE WILLIAMSON  |  TUESDAY, 11 OCT 2016
Mark Dunsford has explained his decision to withdraw the motion to change the Association of Financial Advisers' (AFA) Constitution at the recent extraordinary general meeting (EGM). The director of Dunsford Financial Planning and leader of the Life ...

Life Insurance Code targets self-regulation

MARK SMITH  |  TUESDAY, 11 OCT 2016
... they are all committed and can be held accountable." Trowbridge said submissions to his initial report from financial advisers in particular highlighted a need for a lift in standards in the way life insurers conduct business, especially with regards ...

AdviserLogic appoints director for hybrid role

KERRIE SYDEE  |  TUESDAY, 11 OCT 2016
... partnering opportunities with larger licensee, accounting firms and notable platform providers. "Paul's depth of knowledge of advisers, AFSLs and, particularly, where the advice market is heading in the next few years will be invaluable," AdviserLogic ...