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Showing 5201 - 5210 of 9821 results for "Advisers"

Register for the Financial Standard ETF Forum

MARK SMITH  |  FRIDAY, 8 JUL 2016
Time is running out for financial advisers and other industry professionals to register for the inaugural Financial Standard Best Practice Exchange Traded Fund Forum on 26 July. The all-day event at Sydney's Four Seasons Hotel will feature presentation ...

ClearView appoints three new BDMs

KERRIE SYDEE  |  FRIDAY, 8 JUL 2016
... insurance. Monroe also sports more than 16 years in the financial services industry, having spent time as both a financial advisers and life insurance BDM. After spending eight years at BT as a life insurance BDM, Monroe established his own risk advice ...

Infocus launches free robo-advice solution

KERRIE SYDEE  |  FRIDAY, 8 JUL 2016
... number of Australians. "Robo-advice (or more accurately, direct-to-consumer advice) is not about replacing financial advisers, who play a critical role in helping consumers understand and meet their financial goals. It's about offering more Australians ...

Last-minute accountant AFSL applications creating ASIC backlog

ALEX BURKE  |  FRIDAY, 8 JUL 2016
... including self-managed superannuation funds is a criminal offence and significant penalties apply. "Accountants and other advisers who have not had their application for a limited AFS licence approved by ASIC need to implement contingencies until such ...

Flinders fund added to Macquarie Wrap

MARK SMITH  |  TUESDAY, 5 JUL 2016
... many small companies funds recently reaching capacity the Flinders fund will prove to be a popular strategy for many advisers who need access to these funds before capacity is reached so the decision by Macquarie is really supportive of the groups that ...

Former adviser charged with fraud

KERRIE SYDEE  |  TUESDAY, 5 JUL 2016
... representative for Professional Investment Services in Bundall and was also an authorised representative at Bongiorno Financial Advisers (in liquidation). In 2014, Birk ended his roles with Sa & Brik Accountants, the Carter Group and his authorised representative ...

Multi-asset mandate reflects investment environment

DARREN SNYDER  |  TUESDAY, 5 JUL 2016
... Sivakumaran, said: "Netwealth clearly pride themselves on providing best of breed investment solutions to investors and advisers and they continue to demonstrate a strong alignment with the IFA market. Russell Investments was delighted to be selected ...

Nikko hires regional sales manager from BlackRock

ALEX BURKE  |  TUESDAY, 5 JUL 2016
... relationships in New South Wales & Queensland as part of our commitment to comprehensively service the needs of financial advisers." Ngoeun's appointment follows Nikko reducing the management fee for its Nikko AM-Tyndall Australian Share Income Fund ...

Pan-Tribal makes key accounts hire from BT

ALEX BURKE  |  TUESDAY, 5 JUL 2016
... professional of Mark's calibre is keen to join a relatively new business. "Mark's extensive experience with financial advisers and dealer groups, working with them to maximise revenue and profit, will be an asset to both Pan-Tribal and our clients."

SMSFs must increase global equities investment

DARREN SNYDER  |  FRIDAY, 1 JUL 2016
... in the coming years," Alcock said. He said on the HUB24 platform about 25% of clients are SMSF trustees, who all have advisers, and their allocation to international equities is between 17 to 20%. "Now that's a far way off the 1-5% average across the ...