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Showing 5531 - 5540 of 9822 results for "Advisers"

Steve Helmich joins Affinia

ALEX BURKE  |  WEDNESDAY, 21 OCT 2015
... determined to see Affinia become one of the leading licensees in the advice profession with a strong focus on supporting advisers to provide the best possible advice and service to their clients. "This combination of putting clients first and being very ...

Shaw and Partners appoints more institutional execs

LAURA MILLAN  |  WEDNESDAY, 21 OCT 2015
... months hiring Mike Ryan as head of institutional equities, Marlon Freeman as head of equity capital and as many as 10 advisers including former Macquarie Private Wealth North America chief executive Earl Evans and Macquarie veterans David Schmidt and ...

Property spruiker banned for providing unlawful advice

MARK SMITH  |  TUESDAY, 20 OCT 2015
... investment, and who do not have an Australian financial services licence are breaking the law. "It is important that advisers who deal with SMSFs are appropriately licenced."

AFA, Adviser Ratings to release consumer magazine

LAURA MILLAN  |  TUESDAY, 20 OCT 2015
The Association of Financial Advisers has teamed up with Adviser Ratings to produce The Really Simple Guide to Money, a wealth magazine that will be available on newsstands. Big Splash Media is another organisation supporting the launch of the publication ...

Government to lift advice standards by law

LAURA MILLAN  |  TUESDAY, 20 OCT 2015
The government is determined to raise the professional standards of financial advisers, and it will do it by passing new legislation, it said in its response to the Financial System Inquiry. The government will develop legislative amendments that will ...

AMP to launch SMSF trustee course

DARREN SNYDER  |  MONDAY, 19 OCT 2015
... self-managed superannuation fund (SMSF) trustee course early next year as part of a wider education strategy aimed at both advisers and trustees. AMP SMSF head of policy, technical and education services, Peter Burgess said the online course will be ...

AFA appoints policy and marketing head

LAURA MILLAN  |  MONDAY, 19 OCT 2015
The Association of Financial Advisers (AFA) has appointed an industry veteran to its newly created general manager of policy, professionalism and marketing role. Samantha Clarke, who has 25 years' financial services experience, will oversee the public ...

SG Hiscock finds value far from ASX big caps

LAURA MILLAN  |  MONDAY, 19 OCT 2015
... the rest are small companies that do not have a franchise yet but that will set up one in the near future. "We see that advisers are starting to think that investing in big caps is not enough anymore. Their clients are keen on investing outside the top ...

HUB24 refuses IOOF takeover

LAURA MILLAN  |  MONDAY, 19 OCT 2015
... IOOF's offer to acquire all of its shares. The platform provider's board considered the proposal and consulted with its advisers. They all concluded that "the proposal is inadequate and does not reflect the underlying value of HUB24." The HUB24 board ...

HNW Planning ramps up high-touch advice with netwealth managed accounts

MICHELLE BALTAZAR  |  FRIDAY, 16 OCT 2015
... that besides the oft-quoted benefits of transparency and tax efficiencies, managed accounts allow the group's financial advisers to build deeper and stronger relationship with clients. This is the third private-label managed accounts deal that netwealth ...