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Showing 5261 - 5270 of 9821 results for "Advisers"

HUB24 FUA up 84pc

KERRIE SYDEE  |  TUESDAY, 31 MAY 2016
... making a positive difference in the Australian wealth management landscape. The support we receive from our licensees, advisers and their clients is tremendous and we will continually innovate as we seek to deliver to them the most functional superannuation ...

MLC adds to advice partnerships team

KERRIE SYDEE  |  TUESDAY, 31 MAY 2016
... May, Downey is responsible for developing and leading strategy for the Practice Development team, working with licensee advisers to help grow their businesses and implement best practice strategies. Downey has spent close to 10 years at MLC, having held ...

US Senate votes down adviser fiduciary rule

ALEX DUNNIN  |  TUESDAY, 31 MAY 2016
The US Senate recently voted down the Department of Labor's administration rule for financial advisers that would have compelled them to act in their clients' best interests. The law was passed 65-41 meaning it fell well short of the two thirds majority ...

HNW investors value role of advisers

KERRIE SYDEE  |  MONDAY, 30 MAY 2016
... financial advice had increased by 6% in 2016 to 33%. The survey also revealed that Australian investors view financial advisers to be the most trusted source of advice when it comes to investing, with 72% of investors responding that they had total trust ...

ASIC permanently bans ex-HSBC, ANZ planners

KERRIE SYDEE  |  MONDAY, 30 MAY 2016
ASIC has permanently banned two financial advisers, one from HSBC and the other from ANZ. Tak Simson Kwok was employed by HSBC Bank Australia (HSBC) from 29 September 2009 to 16 December 2013 and was responsible for providing financial advice to HSBC ...

Former politician joins fintech board

DARREN SNYDER  |  FRIDAY, 27 MAY 2016
... customised platforms to suit the needs of corporate employee benefit programs, industry super funds and independent financial advisers.

Wellbeing significantly improved through financial literacy

KERRIE SYDEE  |  FRIDAY, 27 MAY 2016
... Money, wellbeing and the role of financial advice: A gender based approach, released by the Association of Financial Advisers (AFA) with the support of TAL, based on research conducted by the Beddoes institute, found that the financial management ability ...

Industry fund CEO joins MGP

DARREN SNYDER  |  THURSDAY, 26 MAY 2016
... more than $1.7 billion in assets under administration and relationships with some of Australia's leading licensees and advisers," Sharp said. "Alex brings a wealth of financial services and business experience to the company and is a well-respected financial ...

TPB calls for submissions on practical guidance info

KERRIE SYDEE  |  THURSDAY, 26 MAY 2016
... sheets that provide practical guidance on how the Code of Professional Conduct (the Code) applies to tax (financial) advisers. In a bid to assist tax (financial) advisers to understand their obligations under the code, the TPB has released four exposure ...

SMSF Association partners with Morgans to raise standards

MARK SMITH  |  THURSDAY, 26 MAY 2016
... committed to work together to provide a range of education, training and accreditation offerings on SMSFs for Morgans' 500 advisers. Via membership of the SMSF Association, Morgans advisers will participate in either the SMSF Specialist Advisor (SSA) ...