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Showing 6461 - 6470 of 9822 results for "Advisers"

Advice riskiest ASIC sector

LAURA MILLAN  |  WEDNESDAY, 19 FEB 2014
... industry is working really hard to gain the public's confidence because with super, we need reliable advice." He said that advisers "need to go beyond the law to gain the confidence of Australians" and he expressed concern "that the financial advice ...

Capital Group appoints two senior executives

MARK SMITH  |  TUESDAY, 18 FEB 2014
... wholesale sales for Australia. Brown will be responsible for relationships and business development across dealerships, advisers, platforms and research houses. He joined Capital Group on 3 February from Perpetual where he was general manager for adviser ...

EQT hires AMP exec to target financial adviser relationships

MARK SMITH  |  TUESDAY, 18 FEB 2014
... funds distribution business as key account manager, with responsibility for building EQT's relationships with financial advisers in Victoria and West Australia. Papakonstantinos joins from AMP where he was investment research manager. He has also worked ...

Van Eyk expands research team

STAFF WRITER  |  TUESDAY, 18 FEB 2014
... team since joining the company in late 2013, adding three analysts to its manager research team that services financial advisers. Murray Asken has joined van Eyk from UK-based fund manager Broadstone Pensions & Investments, where he advised institutional ...

FoFA reform brings general advice into the spotlight

LAURA MILLAN  |  MONDAY, 17 FEB 2014
The proposed amendment to Future of Financial Advice (FoFA) that exempts general advisers from conflicted remuneration could see a return to commissions according to the Opposition, despite some industry bodies arguing that these claims are "misconceived." ...

Lawyer questions legality of FoFA amendments

JAMES FERNYHOUGH  |  MONDAY, 17 FEB 2014
... Leibler's advice supported this claim, saying: "A court declaration of invalidity would operate retrospectively... financial advisers who relied on the regulations could be found to have acted unlawfully.A The regulations would therefore create significant ...

Certified financial planners report higher profitability

LAURA MILLAN  |  FRIDAY, 14 FEB 2014
... program found that CFPs report higher profitability and client satisfaction. In Australia, 64% of firms believe that advisers with CFP certification are more productive and the same percentage thinks they lower compliance and legal risks. When asked ...

Rubik partners with Stargate on integration interface

JAMES FERNYHOUGH  |  FRIDAY, 14 FEB 2014
... managing director wealth, said: "We are delighted to work with Stargate Technologies to allow greater collaboration between advisers and mortgage brokers that enhances their ability to target, qualify and service clients. "This is the first initiative ...

Matrix to focus on attracting aligned advisers

LAURA MILLAN  |  FRIDAY, 14 FEB 2014
Matrix Financial Solutions will be focusing on strategies to attract advisers from aligned dealer groups after the resignation of its managing director Rick Di Cristoforo. "There are opportunities now that didn't exist five years ago, and this will ...

BT announces upgrades to ageing Wrap platform

MARK SMITH  |  FRIDAY, 14 FEB 2014
... integrating banking and wealth services offering single sign-on, mobile access and transactional capabilities to customers and advisers. The 'simplified and consolidated' product set will be built on modern infrastructure to better meet the needs of ...