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Showing 5131 - 5140 of 9821 results for "Advisers"

ASIC bans ex-Macquarie Equities trader

ALEX BURKE  |  WEDNESDAY, 17 AUG 2016
... also created false records of advice. ASIC commissioner Peter Kell said: "Investors should feel confident that financial advisers are acting within the authority given to them by their licensee at all times and appropriately considering their interests. ...

PSK completes acquisition of Sydney firm

KERRIE SYDEE  |  TUESDAY, 16 AUG 2016
... investment and advice teams, while taking away all the day to day problems that come with running and advice business, we find advisers and their business' flourish". The acquisition of Legan takes the total number of advisers within the PSK group to ...

Challenger sees record sales boost in 2016

ALEX BURKE  |  TUESDAY, 16 AUG 2016
... Challenger has launched a number of distribution partnerships to make Challenger annuities more readily available to financial advisers and super fund members. These are already bearing fruit."

MLC adds 56 new options to investment menus

KERRIE SYDEE  |  MONDAY, 15 AUG 2016
... new investment options to the MLC Wrap and MLC Navigator investment menus. The new investment options give financial advisers access to additional high quality managed funds when building their client investment portfolios. General manager retail super ...

DNR Capital fund scores 'Recommended' rating

KERRIE SYDEE  |  MONDAY, 15 AUG 2016
... exposure to Australian equities, typically 20 to 25 stocks, and was launched as a result of pent-up demand from financial advisers using our existing structures," said DNR Capital chief executive, Robert White. "This is our first unit trust offering ...

SMSF trustees increasing use of planners

DARREN SNYDER  |  FRIDAY, 12 AUG 2016
... Australia head of distribution, Michael Lovett, said under new licensing rules the roles of accountants and financial advisers were evolving and there will be an ongoing challenge for advisers to find and retain new SMSF clients. "What we're seeing in ...

PROFILE: Qantas Super chief executive Michael Clancy

DARREN SNYDER  |  FRIDAY, 12 AUG 2016
... managing and getting the most out of your people, the technology platform, stakeholder management internally, and also the advisers externally - all really important and a lot more to think about." At the same time Clancy held several director roles ...

Magellan full year profits up 14%

MARK SMITH  |  THURSDAY, 11 AUG 2016
... its penetration of its global equities and global listed infrastructure strategies with retail Australian investors, advisers and brokers. Helped by the launch of an ASX-quoted version of the popular Magellan Global fund as well as new relationships ...

Kaplan launches adviser diagnostic tool

KERRIE SYDEE  |  THURSDAY, 11 AUG 2016
... validated assessment of an adviser's technical knowledge and skill. The tool, Kaplan-UNSW Global Diagnostic for Financial Advisers (KUDOS), was developed in consultation with world-class psychometrics from UNSW Global's Education Assessment Australia ...

Bell FG delivers flat HY profit

KERRIE SYDEE  |  THURSDAY, 11 AUG 2016
... "The investment we make in our technology, platforms and systems continues to produce results. It greatly assists our Advisers and clients, and gives us a significant competitive advantage."