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Showing 521 - 530 of 780 results for "Daniel"

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
Check out this blog to get an hourly update on the latest announcements, session highlights and social media commentary live at the AFA 2017 National Adviser Conference. 10.30pm - AFA caps its annual conference with an awards gala ceremony for the 2017 ...

Industry helps shape new adviser expectations

JAMIE WILLIAMSON  |  FRIDAY, 6 OCT 2017
... not in their own best interest. This research shows us how to do it," Asteron Life head of wealth and life intermediaries Daniel Waller said. The white paper reflects the dedication of all stakeholders to their profession and gives consumers confidence ...

Former Financial Wisdom adviser banned

EMMA RAPAPORT  |  FRIDAY, 29 SEP 2017
... former authorised representative of Financial Wisdom has been permanently banned from providing financial services. Koresh Daniel Houghton was found to have engaged in misleading, deceptive and dishonest conduct and failed to act in his clients' best ...

Alternatives managers celebrated at annual event

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2017
... Man Investments was named the Best Offshore Manager Operating in Australia. At the individual level, Australia Ratings' Daniel Liptak was recognised for his contribution to the alternative investment industry. Hedge Funds Rock chairman and a founder ...

Implemented Portfolios hires for national expansion

JAMIE WILLIAMSON  |  MONDAY, 4 SEP 2017
An individually managed account provider is growing, appointing an assistant portfolio manager and establishing a presence in Western Australia. Implemented Portfolios has recruited Mason Stevens SMA manager Emery Wong to the role of assistant portfolio ...

FPA Congress will highlight value of relationships

JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2017
... discussion around the way emerging technologies are changing the way we live, work and interact. Complementing this, Dr Daniel Susskind will also appear to share his views on the future of financial planning. International writer and broadcaster Claudia ...

AZ NGA continues acquisition spree

ALEX BURKE  |  FRIDAY, 25 AUG 2017
... AUM. "FHM are a natural fit for AZ NGA as the team is lead by highly experienced financial planners in Craig Hughes and Daniel Mulcahy supported by general manager Michael Furness. They have an exciting growth plan which we will be able to assist with," ...

Former AMP adviser banned for $2.5m fraud

JAMIE WILLIAMSON  |  MONDAY, 21 AUG 2017
... permanently banned by ASIC for misappropriating almost $2.5 million of client funds. Over the course of nine years, Hobart-based Daniel Joseph Noonan stole $2,495,117 from 14 clients while operating as an authorised representative of AMP Financial Planning. ...

Super funds must address climate risk: Market Forces

EMMA RAPAPORT  |  THURSDAY, 3 AUG 2017
... ASX300 index. "Australian regulators have made it clear that super funds need to assess climate risk," Market Forces analyst Daniel Gocher added. "Since this has largely fallen on deaf ears, it's no surprise that trustees now find themselves open to ...

Family office merger sees new chief executive

KARREN VERGARA  |  WEDNESDAY, 2 AUG 2017
Newly combined family offices, Mutual Trust and Myer Family Company, announced the appointment of a new chief executive. Phil Harkness has been appointed chief executive of Mutual Trust and chief executive-elect of the enlarged group. Pending completion ...