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Showing 5731 - 5740 of 9822 results for "Advisers"

Executive appointment round-up

STAFF WRITER  |  FRIDAY, 19 JUN 2015
... personal insurance. Mutual Trust makes two senior appointments - Jono Gourlay has been appointed head of Mutual's investment advisers team and Paul Hockridge has been appointed head of the company's taxation consultants team. Prime Value appoints distribution ...

Nominations open for AFA Adviser of the Year Award

STAFF WRITER  |  FRIDAY, 19 JUN 2015
Nominations for this year's Association of Financial Advisers (AFA) Adviser of the Year Award are now open. Advisers can nominate themselves, or may be nominated by their peers, their licensee or PDM/BDM. On launching the award, now into its 13th year ...

Miller to take permanent leading role at NAB Wealth

MARK SMITH  |  FRIDAY, 19 JUN 2015
... industry. "His extensive knowledge of our business and the industry means he is best placed to deliver for our customers and advisers. "We are part of a constantly evolving industry. Advice needs are changing and we need to continue to strengthen our ...

Milliman seeing shift in bond portfolios

DARREN SNYDER  |  FRIDAY, 19 JUN 2015
... financial crisis. Low yields and interest rates mean bonds now offer less appeal as a risk diversification tool and financial advisers have had to rethink their traditional planning techniques. Milliman Australia principal, Wade Matterson, said there ...

Financial planning director to leave AMP

LAURA MILLAN  |  THURSDAY, 18 JUN 2015
... driving force behind the creation of AMP's Horizons Academy and has led the way in improving education standards for advisers, not just within AMP, but across the industry," he added. Helmich will continue to chair the International Financial Planning ...

Greens strike pension test deal with coalition

DARREN SNYDER  |  WEDNESDAY, 17 JUN 2015
... Commonwealth Seniors Health Card. Austock Life head of IFA product and relationships, Richard Atkinson, said financial advisers are revisiting Commonwealth Seniors Health Card (CSHC) strategies as some senior clients start losing their health cards. ...

Treasury extends tax debate

ALEX BURKE  |  WEDNESDAY, 17 JUN 2015
... there is an incentive for investments not to be 'churned' over periods shorter than a year." The Association of Financial Advisers (AFA) disagreed with this sentiment, saying that "the simplicity of the current model is justification for continued support ...

AFA, FPA yet to commit to FSC life risk agenda

ALEX BURKE  |  TUESDAY, 16 JUN 2015
Both the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) have refused to comment on whether a final consensus has been reached on the way forward for risk advice reforms. This follows the report in Financial ...

US fiduciary rule fight not slowing down

ALEX DUNNIN  |  TUESDAY, 16 JUN 2015
... associations fire another salvo in their 5-year fight over limiting the application of fiduciary rules for financial advisers. Speaking to the Bipartisan Policy Center last month, the chief executive of the Securities Industry and Financial Markets Association ...

Advice firm acquires $1bn accountancy business

LAURA MILLAN  |  MONDAY, 15 JUN 2015
... drive business growth. "We believe there is terrific growth potential for AFG as accountants continue to be the trusted advisers to their client's money," he said.