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| | | ... its wealth management and taxation advisory teams with two senior appointments. Now leading Mutual's team of investment advisers is Jono Gourlay. He has more than 20 years' experience in advising families, private individuals and foundations on strategic ... |
| | | | On the back of its recent partnership, Sunsuper and the Association of Financial Advisers (AFA) have secured PortfolioConstruction Forum chief finology officer, Dr David Lazenby, to address the AFA National Roadshow in July. The US-based psychologist ... |
| | | | ... promote a sound culture in financial services was announced on Friday between Sunsuper and the Association of Financial Advisers (AFA). The silver partnership is soon to launch a new initiative "that will help broaden the thinking about consumer behaviour ... |
| | | | ... Media Super - #msBIGmoment Finalists - Jenesis & Sydney Financial Planning, SMSF Association, Association of Financial Advisers, Zurich Innovation of the Year BT Financial Group - BT Panorama Finalists - Domacom Fractional Property Investing, Frontier ... |
| | | | ... AMP Capital head of self-directed wealth and SMSF Tim Keegan argued this represents a major opportunity for financial advisers, noting how many SMSFs are currently entirely self-directed. He said 44% make all the investment decisions for their fund. ... |
| | | | ... years ahead of its time if it doesn't fit within the existing framework," Pourbaix said. He said in speaking to financial advisers there is a gap between what risk profiles say and what the client's objectives actually are. He said technology can help ... |
| | | | IRESS will embed relevant content for financial advisers and their clients to its wealth management solutions after acquiring a personal finance content provider. Innergi is an Australian-based business that enables financial advice practices and superannuation ... |
| | | | ... high volumes of adviser applications. The Risk Academy offers three courses, accredited by the Association of Financial Advisers (AFA): Essential, Advice and Masters. Collectively, they deliver content from the basic aspects of insurance and client management ... |
| | | | ... AMP, RBS Morgans and Commonwealth Bank, and ahead of Westpac, NAB, Macquarie and ANZ. It is also the sixth by number of advisers, after AMP and the big four. "All of a sudden we find ourselves today at the same scale of operations but with a superior ... |
| | | | ... Non-executive director Victoria Weekes will become vice president. The changes will see former president, Macquarie Capital Advisers executive director Marianne Birch, leave her role at the board. Finsia also decided to reduce the number of board directors ... |
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