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Showing 5711 - 5720 of 9822 results for "Advisers"

Shaw hires and restructures as holistic advice firm

ALEX BURKE  |  MONDAY, 6 JUL 2015
... Shaw's board, holds a significant equity stake in the business and in the past three months has signed on 15 financial advisers. One of the recent recruits is "ex-Macquarie banker" David Schmidt, now working as a senior adviser in Shaw's Adelaide office. ...

Aged care advice enquiries skyrocket

ALEX BURKE  |  FRIDAY, 3 JUL 2015
Rising aged care costs have left consumers confused and enquiries to advisers have "skyrocketed" recently, Australian Unity Personal Financial Services head of financial advice Craig Meldrum said. Speaking to Financial Standard, Meldrum said that since ...

Challenger appoints technical services head

ALEX BURKE  |  FRIDAY, 3 JUL 2015
Challenger has appointed a new head of technical services to support advisers. Andrew Lowe was previously a principal consultant at Suncorp-owned Asteron Life and has also held technical positions at ANZ Wealth and ING. At Challenger, he will report ...

AMP practices embrace PractiFI platform

ALEX BURKE  |  THURSDAY, 2 JUL 2015
... industry tools as branded partners, not just 'white labelled.' We've put OmniLife right there, front and centre for more advisers." He added, "this level of transparency is a real step-up for advice practices and wealth institutions alike."

mFund doubles size in 6 months

LAURA MILLAN  |  THURSDAY, 2 JUL 2015
... investors can now access each of Bentham's three Australian managed funds through the mFund service's participating brokers. "Advisers and investors are starting to recognise the diversification benefits and comparative return of the global credit asset ...

David Koch joins forces with Adviser Ratings

ALEX BURKE  |  THURSDAY, 2 JUL 2015
... review service Adviser Ratings. The Adviser Ratings platform lets consumers search, compare and review their financial advisers, and was recently revamped to make use of the data in ASIC's Financial Adviser Register, launched in March. As part of Koch's ...

CSSA guided by new name and code of conduct

DARREN SNYDER  |  THURSDAY, 2 JUL 2015
... and members to continue to provide more innovative ways to provide this important service to employees. Workplace super advisers receive fees from superannuation funds for providing outsourced services. To celebrate the new name and direction, the WSSA ...

Forward-thinking advisers benefit from opt-in deadline

ALEX BURKE  |  WEDNESDAY, 1 JUL 2015
... 30, 2014, but it was extended by a year after changes to the reforms were being debated in the Senate. As a result, all advisers and licensees will need to strictly comply with the best interests duty, opt-in regime and fee disclosure arrangements. As ...

IOOF advice firm jumps ship to Fitzpatricks

LAURA MILLAN  |  WEDNESDAY, 1 JUL 2015
... future," he said. "That was very important for us, it was a non-negotiable feature. It is part of the current push from advisers and consumers towards a more transparent and tailored financial advice." Badenach and Main Street principal Rebecca Fergusson ...

Spring FG adds DomaCom to APL

STAFF WRITER  |  WEDNESDAY, 1 JUL 2015
DomaCom has been added to Spring Financial Group's approved product list (APL), which will allow advisers access to its property fund. "The DomaCom Fund is an innovative solution that opens property investing to a wide audience of investors who either ...