Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 5631 - 5640 of 9822 results for "Advisers"

Shaw lands wave of Macquarie advisers

ALEX BURKE  |  THURSDAY, 27 AUG 2015
... Shaw Stockbroking, has expanded its new financial advice team with five new appointments, including three ex-Macquarie advisers. Since restructuring as a holistic wealth management business and recruiting Macquarie Private Wealth North America chief ...

CORRECTION: AFA COO joins netwealth

STAFF WRITER  |  THURSDAY, 27 AUG 2015
An executive from the Association of Financial Advisers (AFA) will join netwealth as head of governance and advice. Phil Anderson was the AFA's chief operating officer and will now lead netwealth-owned Pathway Licensee Service. He will also provide ...

SMAs ideal for low-touch clients

ALEX BURKE  |  THURSDAY, 27 AUG 2015
... JBWere/Investment Trends 2015 SMA Report, based on an online survey of 671 financial planners, suggests that the number of advisers using SMAs in client portfolios has risen from 17% last year to 20%. The report argues that this is due to a number of ...

Lonsec partners with robo advice provider

STAFF WRITER  |  THURSDAY, 27 AUG 2015
... Fiscal joint chief executive Amanda Gillespie said the group, which has close ties with approximately 7500 financial advisers, is keen to make its research and portfolio construction insight more widely available. "We believe that there are multiple ...

Pengana and PanAgora strike new deal

DARREN SNYDER  |  THURSDAY, 27 AUG 2015
... capital preservation during prolonged periods of market volatility. "We are seeing a strong uptake in interest from both advisers and individual investors who are seeking ways to maintain capital and produce reasonable, risk adjusted returns in the face ...

Intra-fund advice can be improved: WSSA

DARREN SNYDER  |  WEDNESDAY, 26 AUG 2015
... conference in Sydney today, Latto suggested a solution to improve intra-fund advice would be facilitating meetings with advisers in the workplace. "I've been speaking to some funds and I've been told that they're downsizing their intra-fund call centre ...

Industry fund competes directly with advice networks

LAURA MILLAN  |  WEDNESDAY, 26 AUG 2015
An industry superannuation fund has set up a nationwide network of advisers accredited under the Financial Planning Association (FPA) Professional Practice program. UniSuper is the first not-for-profit fund to have all of its advice offices accredited ...

PROFILE: J.P. Morgan head of Australia funds David Hallifax

ALEX BURKE  |  WEDNESDAY, 26 AUG 2015
... this time he was focusing on the retail sector. "And that's where I've been ever since," he says. Talking to financial advisers required a more "tactical" approach than been accustomed to at TIR, but he nevertheless describes it as an "easy transition ...

AFA Female Excellence semi-finalists named

MARK SMITH  |  TUESDAY, 25 AUG 2015
The Association of Financial Advisers (AFA) and TAL have announced the semi-finalists for the 2015 AFA Female Excellence in Advice Award. Next Step Financial Group's Crystal Broadfoot, Perspective Financial Services' Esther Althaus, Carrington Financial ...

Centrepoint's wealth business up 10pc

DARREN SNYDER  |  MONDAY, 24 AUG 2015
... 78% on the previous financial year. Centrepoint Alliance chairman Rick Nelson said a focus on supporting independent advisers with quality solutions and advocating for their interests - in a market dominated by institutions - was paying dividends in ...