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Showing 6261 - 6270 of 9822 results for "Advisers"

Trio-linked fund manager jailed for 25 months

JAMES FERNYHOUGH  |  MONDAY, 30 JUN 2014
... Maher's conduct fell below an acceptable standard. "Gatekeepers, like directors, company officers, auditors, investment advisers and financial planners, who think they can flout the law, should think again."

Retirement innovation deadlock continues

JAMES FERNYHOUGH  |  MONDAY, 30 JUN 2014
... While they provide improved long-term outcomes, they also provide retirees with less control over their assets. All the advisers Financial Standard spoke to said clients were put off by this latter factor. Nevertheless, MetLife Max saw some success. ...

Netwealth unveils key changes to advice business

LAURA MILLAN  |  FRIDAY, 27 JUN 2014
... advice development. In this new position, Boston will oversee the sales, practice development and business development of advisers across the group's advice businesses, which are Pathway, FPSA and Bridgeport. Two new business development managers located ...

CBA apologies again, refutes reckless culture accusations

LAURA MILLAN  |  FRIDAY, 27 JUN 2014
Commonwealth Bank has apologised again for the misconduct of its financial advisers that resulted in clients losing millions in retirement savings and has refuted accusations that its sales-based culture was "reckless." The bank has issued a statement ...

Senate report, a turning point for advice industry

LAURA MILLAN  |  THURSDAY, 26 JUN 2014
... the Australian Senate in its milestone findings today." Speaking to Financial Standard, the Association of Financial Advisers (AFA) chief executive Brad Fox said that "the report has identified some advice procedures that are of concern." He added that ...

Senate inquiry reccommends Royal Commission into CBA

LAURA MILLAN  |  THURSDAY, 26 JUN 2014
... should be established to "examine the actions of the Commonwealth Bank of Australia (CBA) in relation to the misconduct of advisers and planners within the CBA's financial planning businesses and the allegations of a cover up." It said that further investigations ...

Treasury contemplates TASA relief for experienced advisers

LAURA MILLAN  |  THURSDAY, 26 JUN 2014
... belong to a professional association will not have to meet the new Tax Agents Services Act 2009 (TASA) requirements for advisers, Treasury said. The government has issued an exposure draft outlining the proposed amendments to TASA, which are open for ...

Morningstar re-jigs Australasian team

HARRY PAGE  |  THURSDAY, 26 JUN 2014
... in the UK team for three years. The research house stated that it was committed to continuing to provide investors and advisers with independent, timely research on Australian and New Zealand funds." Morningstar has also appointed Chris Douglas to the ...

Retail funds also guilty of 'Compare the Pair' vagueness

JAMES FERNYHOUGH  |  THURSDAY, 26 JUN 2014
... would appear also to apply to the BT and ANZ ads. BT and ANZ are both members of the FSC. The Association of Financial Advisers chief executive Brad Fox said the ASIC ruling demonstrated that ISA could not be trusted in its position on the Future of ...

Zenith launches range of retirement portfolios

MARK SMITH  |  WEDNESDAY, 25 JUN 2014
... subsequent demand for dedicated portfolios to meet that segment's needs. "Zenith's Retirement Portfolio Solutions provides advisers the ability to construct dedicated and personalised retirement portfolios within existing compliance and Professional ...