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Showing 5171 - 5180 of 9821 results for "Advisers"

Former Calastone MD launches fintech solution

KERRIE SYDEE  |  THURSDAY, 28 JUL 2016
... Former Calastone managing director Shannon Bernasconi has co-founded a new investment platform solution for financial advisers. MA Operator aims to provide advisers with a complete service for managed discretionary accounts (MDAs), a complete solution ...

ASIC hands down multiple bans

KERRIE SYDEE  |  WEDNESDAY, 27 JUL 2016
... protect the interests of their clients and instil confidence in the broader financial advice industry. ASIC will ensure advisers who fail to meet these standards are removed from the financial services industry."

Advisers need to leverage enormous ETF winds

DARREN SNYDER  |  WEDNESDAY, 27 JUL 2016
Exchange traded fund providers and financial advisers need to leverage the "enormous winds" created by ETFs in building better client investment portfolios, according to a leading industry executive. Speaking at the Financial Standard Exchange Traded ...

IOOF advice nets $1.3bn in FY16

ALEX BURKE  |  WEDNESDAY, 27 JUL 2016
... continued improvement in the quality of advice in Australia - for the benefit of all Australians and helping our partner advisers build higher quality businesses. "Placing the needs of investors at the heart of how we think about creating value for our ...

Insync apppoints new BDM from YBR

ALEX BURKE  |  TUESDAY, 26 JUL 2016
... Wealth, and has also held roles at CommSec. At Insync, she will start by participating in Financial Standard 's annual Advisers Big Day Out Investment Manager Roadshow, travelling through Queensland and New South Wales. Commenting on the appointment ...

Synchron debuts adviser investment solution

KERRIE SYDEE  |  TUESDAY, 26 JUL 2016
Non-institutional licensee Synchron has created a new company to provide investment solutions to its advisers. Through Valant Capital, the High Wrap investment account, superannuation account and pension account will be available to Synchron's more ...

TAL launches ad campaign as LIF top of mind

KERRIE SYDEE  |  MONDAY, 25 JUL 2016
... direct to consumer campaign, Clark highlighted that the intent of the campaign was to grow awareness of TAL to support advisers and superannuation fund partners. "It is a campaign to create awareness of TAL with consumers, it is also a campaign to lift ...

New CEO for RI Advice Group

KERRIE SYDEE  |  MONDAY, 25 JUL 2016
... Ornsby said he was proud to confirm his new role and was looking forward to continuing to work with a passionate team of advisers and staff. "I am extremely proud to confirm my new role as CEO of RI Advice Group. I joined RI Advice back in 2004 having ...

Focus on older men will kill financial planning

ALEX BURKE  |  FRIDAY, 22 JUL 2016
... 25. He admitted that financial planning wasn't perceived as a "glamorous" profession: "Boys growing up don't want to be advisers; they want to be investment bankers. "We haven't articulated our profession very well, especially to young people. We have ...

ASIC needs to focus on prevention, not cure

ALEX BURKE  |  THURSDAY, 21 JUL 2016
... licence in the first place. We need to get rid of licensees of last resort." Helmich suggested, for example, requiring advisers setting up new licences to "do a desk audit of six pieces of advice they've given in the last year." Another panelist and ...