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Showing 6181 - 6190 of 9822 results for "Advisers"

Planning industry on brink of golden era

MARK SMITH  |  THURSDAY, 7 AUG 2014
... emphasised the need to for individuals to put pressure on each other to raise professional standards saying: "About 40% of advisers only have the diploma and that's not good enough." He added: "There are some advisers who aren't good enough and they've ...

Clients prefer good reputation, knowledge over low fees

LAURA MILLAN  |  WEDNESDAY, 6 AUG 2014
... to engaging an adviser, but this is largely a reflection on the adviser's ability to articulate," the report argues. Advisers seem to be well aware of clients' preferences, with 81.1% saying they expect growth to come from recommendations from happy ...

Fortnum ready to recruit advisers after ANZ stake buyout

LAURA MILLAN  |  WEDNESDAY, 6 AUG 2014
... provide dealer-to-dealer services to Fortnum. Fortnum executive chairman Ray Miles said that an increasing number of advisers are agitating to break-away from institutional control and influence, which will only intensify over the next few years. Chief ...

Fortnum completes ANZ buy-out

ALICE URIBE  |  WEDNESDAY, 6 AUG 2014
... completing a multi-million dollar deal to buy-out ANZ's 20% stake in the company. Fortnum's management, staff and financial advisers raised the capital to buy out ANZ, who originally backed the dealer group in 2010. Fortnum Financial Group executive ...

Countplus' TFS increases equity in advice firm

STAFF WRITER  |  TUESDAY, 5 AUG 2014
... practices with at least $1 million in turnover and a good track record of profitability. Aris confirmed that TFS has now 96 advisers.

Consumer awareness of vertical integration plummets

LAURA MILLAN  |  TUESDAY, 5 AUG 2014
... Roy Morgan research. The Financial Wisdom consumer website currently states that the group "is a network of financial advisers who independently own their businesses and are supported by the strength and the resources of the Commonwealth Bank [CBA]." ...

Advice register talks focus on financial advice scope

LAURA MILLAN  |  MONDAY, 4 AUG 2014
At its first meeting last week, the government's industry committee on the proposed register of advisers focused what kind of financial advisers should be included. The advice register working group met last Thursday and will meet again before mid-August ...

Claims against advice arm have no factual basis: Macquarie

LAURA MILLAN  |  MONDAY, 4 AUG 2014
Macquarie Group has denied recent media reports claiming its advisers cheated on competency tests and exposed clients to high-risk investments, saying that it would refer the matter to the Australian Press Council (APC). In a statement on its website ...

ThreeSixty Research team merges with JB Were

JAMES FERNYHOUGH  |  MONDAY, 4 AUG 2014
... that, while the two businesses would join forces under the same management, their individual branding would remain, and advisers would continue to receive research from ThreeSixty amd JB Were. As both companies are owned by NAB, there is no change in ...

AFA Excellence in Education state winners announced

HARRY PAGE  |  FRIDAY, 1 AUG 2014
The state winners of the Association of Financial Advisers (AFA) 2014 Excellence in Education Award (the Award) were announced at the AFA July National Roadshow. The 2014 finalists for are Charles Badenach from Main Street Financial Solutions, Shaun ...