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Showing 641 - 650 of 1174 results for "Wales"

Kaplan launches adviser diagnostic tool

KERRIE SYDEE  |  THURSDAY, 11 AUG 2016
Kaplan Professional, in partnership with the University of New South Wales, has launched a new diagnostic tool that will provide a scientifically validated assessment of an adviser's technical knowledge and skill. The tool, Kaplan-UNSW Global Diagnostic ...

AZ NGA appoints Genesys vet as advice GM

ALEX BURKE  |  MONDAY, 8 AUG 2016
... manager of the equity program of AMP's former licensee, Genesys Wealth Advisers. Prior to AMP, he worked as the New South Wales state manager at Leveraged Equities/Bendigo Wealth, and was senior manager dealership services for St George Bank Financial ...

ANZ faces mis-selling allegations in court

ALEX BURKE  |  THURSDAY, 4 AUG 2016
The Administrative and Equal Opportunity Division of the Civil and Administrative Tribunal of New South Wales has allowed a case against ANZ and OnePath for mis-selling a life insurance product to proceed. Charles and Judith Cairns, New Zealand citizens ...

Economic Wrap

ALEX DUNNIN  |  TUESDAY, 2 AUG 2016
... Territory (2.8%) and Victoria (0.1%), but increased in the Northern Territory (3.6%), South Australia (1.6%) and New South Wales (0.8%) in trend terms. The value of total building approved rose 1.2% in June, in trend terms, and has risen for six months. ...

Unlicensed product adviser receives four year ban

KERRIE SYDEE  |  THURSDAY, 28 JUL 2016
ASIC has banned a New South Wales man from providing financial services for four years after it was found he had unlawfully carried on an unlicensed financial services business. Ronald Cross, chief executive and director of Park Trent Properties Group ...

Insync apppoints new BDM from YBR

ALEX BURKE  |  TUESDAY, 26 JUL 2016
... Financial Standard 's annual Advisers Big Day Out Investment Manager Roadshow, travelling through Queensland and New South Wales. Commenting on the appointment, Insync chief investment officer Monik Kotecha said: "The Roadshow is a great opportunity ...

Fordham sets sight on growth

KERRIE SYDEE  |  FRIDAY, 15 JUL 2016
... Advisors has appointed six new partners, including one internal appointment. Five new partners will join Fordham in New South Wales: Darren Hill, Stephen Waite, Stuart Le Cornu, Jennifer Nairne and Michael Doughty. Neil Cahir has been promoted to partner ...

Link Group appoints independent director

DARREN SNYDER  |  FRIDAY, 15 JUL 2016
... director of ASX-listed entities Spark Infrastructure Group and Specialty Fashion Group; and is also chair of Water New South Wales. McDonald was a partner of Ernst & Young for 15 years until 2005. This experience was gained by working with a wide cross ...

Fee and return disclosures influence retirement choice

DARREN SNYDER  |  THURSDAY, 14 JUL 2016
... and consequently led to higher account balances," the working paper said. The researchers from the University of New South Wales and the University of Sydney suggest a "smart" interactive disclosure where members could populate a single table with attribute ...

Elders adds fifth practice

KERRIE SYDEE  |  WEDNESDAY, 13 JUL 2016
... Stephen Clark has joined Border Region Financial Services, a corporate authorised practice in the Kyogle region of New South Wales. Border Region Financial Services is the fifth practice EFP has added to its stable over the last three months as part ...