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Showing 5741 - 5750 of 9822 results for "Advisers"

Mutual Trust makes two senior appointments

STAFF WRITER  |  MONDAY, 15 JUN 2015
... 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 ...

Finology expert to address AFA roadshow

DARREN SNYDER  |  FRIDAY, 12 JUN 2015
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 ...

Sunsuper and AFA partner for advice

DARREN SNYDER  |  TUESDAY, 9 JUN 2015
... 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 ...

MAX Award winners named

MARK SMITH  |  FRIDAY, 5 JUN 2015
... 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 ...

Less than a fifth of SMSFs under advice

ALEX BURKE  |  FRIDAY, 5 JUN 2015
... 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. ...

Super funds advised to be smart with technology

DARREN SNYDER  |  THURSDAY, 4 JUN 2015
... 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 acquires boutique firm

LAURA MILLAN  |  THURSDAY, 4 JUN 2015
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 ...

TAL Risk Academy receiving "record" applications

ALEX BURKE  |  THURSDAY, 4 JUN 2015
... 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 ...

PROFILE: IOOF managing director Chris Kelaher

LAURA MILLAN  |  WEDNESDAY, 3 JUN 2015
... 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 ...

CBA, NAB execs join Finsia board

STAFF WRITER  |  WEDNESDAY, 3 JUN 2015
... 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 ...