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Showing 6251 - 6260 of 9822 results for "Advisers"

Botte replaces Sheehan as My Adviser managing director

MARK SMITH  |  THURSDAY, 3 JUL 2014
Consultum Financial Advisers chief executive Joe Botte has been appointed managing director of My Adviser following the resignation of Philippa Sheehan after almost 10 years with the company. The changes at the two IOOF-owned firms were confirmed by ...

CBA boss to be grilled on Senate report

AAP  |  THURSDAY, 3 JUL 2014
... front the media for the first time since a damning report called for a royal commission to investigate its financial advisers. Narev will face a media conference in Sydney at 1045 AEST on Thursday, a week after the Senate report slammed the bank and ...

Former NAB execs follow Hartley to Sunsuper

JAMES FERNYHOUGH  |  WEDNESDAY, 2 JUL 2014
... transformation." Both Sommer and Mulholland worked with Hartley when he was at NAB. Currently Sunsuper has about 20 in-house advisers, including eight who provide personal face-to-face advice. Hartley told Financial Standard that, rather than focus on ...

Platinum steps up focus on adviser market

MARK SMITH  |  TUESDAY, 1 JUL 2014
... we're likely to have for a long time," he said in the April interview. Based on last year's figures, as many as 1,000 advisers can be expected to attend the Professionals Congress in November. Commenting on the tie-up with Platinum, FPA chief executive ...

Infocus and Patron deal puts new group in top ten

LAURA MILLAN  |  TUESDAY, 1 JUL 2014
... 50,000 retail clients. According to the latest Rainmaker Data Advantage Report from March 2014, a combined group of 200 advisers would be the fifth largest independent dealer group, right after Professional Investment Services (PIS), Synchron, Dover ...

TPB open for TASA registration from today

LAURA MILLAN  |  TUESDAY, 1 JUL 2014
... after January 1, 2016, will need to fulfill all the requirements. The TPB has released the final tax policies for tax advisers, which include the definition of what is a tax financial advice service, additional requirements to comply with the TPB's professional ...

AFA and ANZ Wealth search for tenth Rising Star

ALICE URIBE  |  TUESDAY, 1 JUL 2014

Former WealthSure financial adviser gets jail time for fraud

ALICE URIBE  |  TUESDAY, 1 JUL 2014

FoFA future uncertain as Palmer threatens to join opposition

LAURA MILLAN  |  MONDAY, 30 JUN 2014
The government's efforts to give financial advisers more certainty by passing some of the Future of Financial Advice (FoFA) reforms through regulations could be in vain as Clive Palmer suggested his party, Palmer United, does not support the measures. ...

ATO closing in on undisclosed offshore income

MARK SMITH  |  MONDAY, 30 JUN 2014
... who have undeclared offshore income - we're looking at all our data and will be in touch with financial institutions, advisers and thousands of people over the coming months," he said. Under Project DO IT, people disclosing their offshore assets will ...