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Showing 6061 - 6070 of 9822 results for "Advisers"

Countplus business acquires advice practices

LAURA MILLAN  |  FRIDAY, 17 OCT 2014
... third firm. A Sydney-based specialist personal insurance advice business will join TFS this month. The practice has four advisers and about $8 million in in-force premiums. A second practice with six advisers and based in Melbourne will also join the ...

BT grows life insurance team

JAMES FERNYHOUGH  |  FRIDAY, 17 OCT 2014
... growth of our business in the region." Leong said of her appointment: "The LifeTech team at BT provide a real value-add to advisers, by supporting them with understanding complex industry issues as well as technical product topics, so they have the information ...

The pathway to professionalism

LAURA MILLAN  |  FRIDAY, 17 OCT 2014
Large financial institutions are raising education standards for their financial advisers. For those already holding the right qualifications it will be business as usual, but for those who need to do some studying, Laura Millan has come up with a guide ...

RG146 "insufficient" on tax education: IPA

LAURA MILLAN  |  THURSDAY, 16 OCT 2014
The Institute of Public Accountants (IPA) said that the current education requirements for advisers on taxation law are insufficient and expressed concern at the exemption for advisers who belong to a professional association. "One semester unit of ...

Adviser Ratings website to launch paid options

LAURA MILLAN  |  THURSDAY, 16 OCT 2014
... Adviser Ratings website, which allows consumers to rate their financial planners for free, will launch paid services for advisers and consumers in the future. "We are looking at value-added services down the track; advisers and consumers will be able ...

Smileys Scholarship applications close tomorrow

STAFF REPORTER  |  THURSDAY, 16 OCT 2014
Calling all financial advisers - this is your chance to be a guest editor or have your practice profiled in our FS Advice magazine - online submissions for our social media scholarship take less than 15 minutes but you need to beat tomorrow's deadline. ...

AFA crowns Adviser and Practice of the Year

ALICE URIBE, LAURA MILLAN  |  WEDNESDAY, 15 OCT 2014
Complete Financial Balance has been named the first AFA Practice of the Year and Dartnall Advisers' principal and senior adviser Eleanor Dartnall has been crowned Adviser of the Year. Sponsored by Zurich, the awards were presented at a gala dinner at ...

CFS adds annuities to platforms

JAMES FERNYHOUGH  |  WEDNESDAY, 15 OCT 2014
... and rates as their stand-alone counterparts. CFS Executive general manager Linda Elkins said the decision came after advisers expressed a growing interest in annuities. "We recognise advisers are considering increasing their use of annuities on behalf ...

AFA awards Joe Nowak for "a lifetime of contribution"

LAURA MILLAN  |  TUESDAY, 14 OCT 2014
The Association of Financial Advisers (AFA) has awarded the Michael Murphy Award to Joe Nowak for "a lifetime of contribution" to the association and to the advice industry. AFA chief executive Brad Fox said that "Joe's commitment to his clients, his ...

Labor considers ban on insurance commissions

LAURA MILLAN  |  TUESDAY, 14 OCT 2014
... the AFA National Adviser Conference in Cairns, shadow Treasurer Chris Bowen told media that while Labor exempted risk advisers from a commission ban under FoFA, it was now reconsidering this stance. "Risk advisers were exempted because we were concerned ...