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Showing 5351 - 5360 of 9821 results for "Advisers"

AMP and Topdocs partner for SMSF service

ALEX BURKE  |  THURSDAY, 31 MAR 2016
... provider Topdocs to provide SMSF documentation services through its SuperConcepts SMSF business. The service will allow SMSF advisers to generate documentation based on the fund data available on SuperConcepts' cloud-based accounting system, superMate. ...

Advice firm made to take specialist SMSF training

ALEX BURKE  |  THURSDAY, 31 MAR 2016
ASIC has requested all advisers in an SMSF advice firm complete specialist training following an investigation. CMH Financial Group was found to have provided advice that, in the regulator's view, "did not demonstrate that the advice provider had acted ...

NAB appoints ex-Genesys MD

ALEX BURKE  |  THURSDAY, 24 MAR 2016
... that, he was vice president, sales and marketing at Tax & Financial Group. At NAB, Steele will manage the bank's 500 advisers servicing personal and business bank customers. Commenting on his appointment, Steele said "NAB Financial Planning is a great ...

Mercer expands financial advice business

MARK SMITH  |  TUESDAY, 22 MAR 2016
... Smith added the company was the first salaried advice business in Australia to have every office, including 60 financial advisers, accredited as a Professional Practices of the Financial Planning Association (FPA). "Our advisers have the best of both ...

Kaplan and SMSFA launch postgrad qualification

DARREN SNYDER  |  TUESDAY, 22 MAR 2016
... practices when guiding trustees through the stages of the SMSF lifecycle. The association said this will enable financial advisers to develop critical thinking, problem-solving and communications skills in the complex and dynamic super sector. The association ...

Trilogy Trust added to Powerwrap platform

KERRIE SYDEE  |  FRIDAY, 18 MAR 2016
... Australian Property. Trilogy said the trust was added to the platform in response to growing requests from financial advisers. Trilogy Funds managing director Philip Ryan said the move was timely, as advisers sought yield for their clients while maintaining ...

FICAP marks 10th anniversary with record fundraising

MICHELLE BALTAZAR  |  THURSDAY, 17 MAR 2016
... RockStar event unites every player in the industry - platform providers, fund managers, asset consultants, insurers, advisers - under one roof. All in the name of charity and a bit of Rock n' Roll. Video and photos from the night will be available on ...

CFS upgrades FirstChoice and FirstWrap

MARK SMITH  |  THURSDAY, 17 MAR 2016
Colonial First State (CFS) has made more enhancements to its platforms to help advisers spend less time on back-office work and more time in front of their clients. CFS general manager product and investments, Peter Chun, said the improvements responded ...

IOOF WealthBuilder options get highest Lonsec ratings

KERRIE SYDEE  |  THURSDAY, 17 MAR 2016
... investment structure outside of superannuation, so it's not surprising that an increasing number of investors and financial advisers are choosing them." "We now offer investment options across all the major asset classes, including cash and fixed interest ...

Senate recommends immediate adviser bans following "bitter harvest"

ALEX BURKE  |  TUESDAY, 15 MAR 2016
... and has made multiple recommendations as to how to prevent similar occurrences in the future. With regards to financial advisers, the report said that there were "horrifying deficiencies in the way some advisers adhered to the basic requirements to know ...