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Showing 41 - 50 of 73 results for "Wealth Financial"

FPA reveals annual award finalists

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
The Financial Planning Association of Australia received a record number of entries for the 2017 FPA Awards ahead of its Professionals Congress in Hobart next month. Announcing the award finalists, FPA chief executive Dante De Gori said he was impressed ...

Advisers back higher education standards

JAMIE WILLIAMSON  |  MONDAY, 9 OCT 2017
... of education when they engage with a financial planner," Excellence in Education Award finalist and Encompass Wealth financial strategist Helen Russo says. The consensus was increased standards of education would engender greater professionalism and ...

Advisers flock to non-insto licensees

ALEX BURKE  |  SUNDAY, 1 OCT 2017
The total number of registered financial advisers increased by 10% in the 12 months to March 2017, and non-institutionally-aligned dealer groups captured more than 70% of this growth, according to Rainmaker research. While institutionally-aligned licensees ...

Top 10 executive appointments in 2016

STAFF WRITER  |  FRIDAY, 23 DEC 2016
1. Wealth division overhauled in latest NAB restructure Three members of NAB's executive leadership team left the company in July following an extensive organisational restructure which saw wealth management and personal banking brought under the same ...

CBA responds to systemic advice failures

KERRIE SYDEE  |  FRIDAY, 28 OCT 2016
The Commonwealth Bank of Australia will repay more than 65% of the $154 million in required compensation estimated by ASIC. In response to ASIC's report 'Financial advice: Fees for no service', CBA has confirmed it will be refunding $105 million in ...

AFA recognises outstanding advisers

MARK SMITH  |  MONDAY, 10 OCT 2016
Darren Johns from Align Financial has won this year's AFA Adviser of the Year Award and Henderson Maxwell is the AFA Practice of the Year. Now in its fourteenth year, the AFA Adviser of the Year Award is a joint initiative between the AFA and Zurich ...

AFA Adviser of the Year finalists announced

ALEX BURKE  |  WEDNESDAY, 14 SEP 2016
The Association of Financial Advisers and Zurich have announced the finalists for AFA Adviser and Practice of the Year, and the Female Excellence in Advice Award. The potential advisers of the year are Darren Johns from Align Financial, Jason Peterson ...

Industry fund appoints new CSO

DARREN SNYDER  |  FRIDAY, 8 JUL 2016
A risk executive manager from Colonial First State will join an industry superannuation fund as its chief strategy officer later this month. Joining Mine Wealth + Wellbeing from 25 July is Vasyl Nair. He will lead a new corporate strategy and be responsible ...

Morningstar reappointed as CBA advice research provider

KERRIE SYDEE  |  FRIDAY, 24 JUN 2016
Commonwealth Bank has reappointed Morningstar Australasia as primary investment research provider for its wealth management advice licensees - Commonwealth Financial Planning, Financial Wisdom and BW Financial Advice. From 1 September 2016, Morningstar ...

Former CFP GM joins industry super fund

DARREN SNYDER  |  FRIDAY, 15 APR 2016
Former Commonwealth Financial Planning (CFP) general manager Harry Mitchell has signed on as an industry superannuation fund chief executive, joining Mine Wealth + Wellbeing from May. Mitchell led CFP for three-and-a-half years and entered the position ...