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Showing 511 - 520 of 1866 results for "broker"

Zervides elected president of IPA Victoria

JAMIE WILLIAMSON  |  MONDAY, 3 SEP 2018
The founder of Australian Wealth Solutions has been elected to lead the Victorian arm of the Institute of Public Accountants. Australian Wealth Solutions director and senior financial adviser Sam Zervides was recently elected Victorian president of ...

Reverse mortgage lenders shortsighted: ASIC

KARREN VERGARA  |  WEDNESDAY, 29 AUG 2018
While older Australians are largely benefitting from reverse mortgages in the short term, many have a poor understanding of the risks and the long-term pitfalls, ASIC said. An ASIC review of reverse mortgage lending shows older Australians failed to ...

BetaShares to launch three tech ETFs

KANIKA SOOD  |  TUESDAY, 21 AUG 2018
The $5.7 billion manager will launch three ETFs that it says will give investors access to 'genuine, mega-growth' themes in the technology ecosystem. They will cover large Asian tech companies (ASIA), blockchain companies (BLOK) and the robotics ...

Frequent traders re-evaluate broking landscape

DARREN SNYDER  |  THURSDAY, 16 AUG 2018
... said 9% of traders which transact more than four times a month or on a frequent basis have decided to switch their online broker in the 12 months to May 2018. This is up from a 4% low in November 2016. Investment Trends research director Irene Guiamatsia ...

Life insurance loyalty waning

JAMIE WILLIAMSON  |  MONDAY, 13 AUG 2018
... higher renewal prices than previous years and always shopping around. About 6.1% said they did so following advice from a broker or adviser and 3.1% were recommended by a friend or colleague. The figure represents a high predisposition to switching or ...

ASIC issues permanent ban for theft

JAMIE WILLIAMSON  |  THURSDAY, 9 AUG 2018
An insurance broker who stole from clients has been permanently banned from providing financial services. Brody Glenn Jarman of Yarrawonga, Victoria, was struck off by ASIC after an investigation found he had misappropriated $3,133.36 in client funds. ...

Productivity Commission proposes more changes to financial advice

KARREN VERGARA  |  MONDAY, 6 AUG 2018
The financial advice industry is bracing itself for more proposed changes to approved product lists (APLs), remuneration and terminology following the Productivity Commission's inquiry into the state of competition in Australia's financial system. ...

SPECIAL FEATURE: Breaking the custody mould

KANIKA SOOD  |  WEDNESDAY, 25 JUL 2018
... ensuring middle office teams can allocate attention where it is most needed. "For example, you might have a particular broker where you know that Friday afternoons are not the best time for them. So if a trade comes Friday afternoon, it is more likely ...

Advice firm partners for lending expertise

JAMIE WILLIAMSON  |  TUESDAY, 24 JUL 2018
... leases and so on to address their individual and commercial financing needs," Kilborn said. "Not only will the finance broker solution with Thyme provide Cardena clients with access to a broader variety of financial funding alternatives, it will also ...

Pressure mounts on regional advice

JAMIE WILLIAMSON  |  MONDAY, 23 JUL 2018
The already limited availability of financial advice in regional and rural Australia is at risk of being further undermined as the fallout from the Royal Commission continues. An analysis of the ASIC Financial Adviser Register (FAR) shows 4700 financial ...