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| | | ... wealth management solution for high net worth individuals, families and not for profit organisations. JBWere philanthropic advisers David Knowles and Chris Wilson will be in charge of advising Koda Capital's non-profit clients, chief executive Paul Heath ... |
| | | | ... as the early introduction of fee for service in its advice businesses or lifting minimum education standards for its advisers. "We're proud, but not perfect. It is absolutely clear that whilst we've done many good things, mostly good things, some haven't ... |
| | | | ... and change its organisational structure, launch new strategies and put a greater focus on education and tools to help advisers sustain and grow their businesses. "We anticipate a number of benefits as a result of this transition which will help to better ... |
| | | | ... Wrap's investment services including pensions and super funds offerings," he added. "The feedback we are getting from advisers is that more of their clients want an ethical foundation to their investments. We are finding that there is an increasing demand ... |
| | | | ... Association of Superannuation Funds of Australia (ASFA) has launched a new course designed to raise the level of knowledge of advisers and product issuers when it comes to post-retirement. The course will help financial advisers and funds respond to ... |
| | | | ... finally, the regulatory reform in Australia - FoFA, basically - has driven a lot of new interest in ETFs amongst financial advisers, because they have that liquidity but the fact that they don't pay commissions means they're now on a level playing field ... |
| | | | ... general manager. Andrew Kennedy confirmed he was leaving EISS after 10 months to join FHFS, which employs six financial advisers, five client service managers, one practice strategist and four paraplanners. FHFS specialises in retirement, financial ... |
| | | | ... business to the group. At Bridges, Carter was responsible for the stockbroking business, national network of financial advisers and over $10 billion in funds under advice. Carter has also served on a number of other joint venture boards and brings expertise ... |
| | | | ... Patersons WA manager of retail operations. "This is an example of ASIC cracking down on inappropriate behaviour by financial advisers," ASIC commissioner John Price said. "ASIC will act to remove those financial advisers from the industry who engage ... |
| | | | The Association of Financial Advisers (AFA) and Plan For Life (PFL) recognised Australia's top insurers and life risk products at a black tie event in Sydney last night. TAL received the overall Platinum Award and the Trauma award, and was a finalist ... |
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