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Showing 5511 - 5520 of 9822 results for "Advisers"

Lonsec Research appoints new CEO

DARREN SNYDER  |  THURSDAY, 29 OCT 2015
... team of 25 investment professionals, overseeing the implementation of Lonsec's investment research process for financial advisers, as well as supporting the evolution of its service offering. He brings more than 20 years' experience in the financial ...

Lonsec rates several funds

DARREN SNYDER  |  WEDNESDAY, 28 OCT 2015
... Arian Neiron said the ratings come at a time when Market Vectors ETFs are gaining considerable traction with financial advisers, SMSFs and brokers. Meanwhile the Partners Group Global Value Fund has also retained its "highly recommended" Lonsec rating ...

IOOF appoints News Corp exec as Shadforth CEO

LAURA MILLAN  |  WEDNESDAY, 28 OCT 2015
... Shadforth to a new level of accomplishment," Kelaher added. Following the acquisition by IOOF, a number of Shadforth advisers and practices have left the licensee to join non-aligned dealer groups such as Fortnum and Fitzpatricks.

AFA Adviser, Practice of the Year named

MARK SMITH  |  WEDNESDAY, 28 OCT 2015
... "The AFA Adviser of the Year and Practice of the Year Awards are the highest honours that can be bestowed on financial advisers in Australia. Nominees are put through a comprehensive judging process including an in-depth client feedback survey, site ...

The power of saying no to difficult advice clients

ALEX BURKE  |  WEDNESDAY, 28 OCT 2015
... certain clients to grow your business. This was the message given by Multiforte director and 2014 Association of Financial Advisers Female Excellence in Advice award winner Kate McCallum. Speaking at the Association of Financial Advisers National Adviser ...

The social benefits of advice

ALEX BURKE  |  WEDNESDAY, 28 OCT 2015
... emotional benefits, according to Effortless Engagement owner Dean Lombardo. Speaking at the Association of Financial Advisers National Adviser Conference in Cairns, Lombardo related how he'd run a workshop with parents of primary school-age children ...

NAB planner wins AFA Female Excellence Award

MARK SMITH  |  TUESDAY, 27 OCT 2015
... profession and her belief in the value of quality financial advice, Walker is an outstanding role model for fellow female advisers. "The award is designed to champion women who are excellent financial advisers and Sharon is a very deserving winner," ...

AFA gives Education, Michael Murphy awards

MARK SMITH  |  TUESDAY, 27 OCT 2015
The Association of Financial Advisers (AFA) has given out the 2015 AFA Excellence in Education Award and the Michael Murphy Award. Charles Badenach of Main Street Financial Services has been awarded the 2015 AFA Excellence in Education Award. The award ...

HUB24 partners with $3.4bn independent dealer group

LAURA MILLAN  |  TUESDAY, 27 OCT 2015
... HUB24 will provide investment and superannuation platform services to an independent dealer group with more than 100 advisers and about $3.4 billion in funds under advice. Fortnum Financial Group's 34 advice practices will gain access to HUB24's white ...

Standing up for risk advisers

ALEX GAMBOTTO-BURKE  |  MONDAY, 26 OCT 2015
The Association of Financial Advisers remained a part of the Life Insurance Framework discussions to avoid a "lottery" in the Senate, according to chief executive Brad Fox. Speaking at the AFA 2015 National Adviser Conference in Cairns, Fox discussed ...