Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 7171 - 7180 of 9822 results for "Advisers"

Synchron appoints state manager

LINDA HAUSKEN  |  THURSDAY, 16 AUG 2012
... increased from 12 to 65 over the past five years. "We now have the welcome mat well and truly out for West Australian advisers. Our initial goal is to double our presence from 16 practices to 32 in the next 12 months," added Trapnell.

Macquarie focuses on independents with Visor

MELANIE TIMBRELL  |  THURSDAY, 16 AUG 2012
Macquarie has renamed its financial planning software for independent advisers Visor, following last week's sale of the COIN business to Rubik. The sale saw the business divided into two software offerings. While Rubik Financial will service the institutional ...

ASIC targets securities dealers

MELANIE TIMBRELL  |  TUESDAY, 14 AUG 2012
... statement released yesterday ASIC said it found "some securities dealers that were not taking adequate steps to ensure their advisers were giving appropriate advice to clients." ASIC said it had also found instances of mis-selling of securities and other ...

CommCentral launches FOFA revenue management solution

LINDA HAUSKEN  |  MONDAY, 13 AUG 2012
Melbourne based financial technology company CommCentral has launched Revex, a remuneration solution designed for advisers and dealer groups to manage revenue and Future of Financial Advice reform requirements. The new web based software solution, Revex ...

All advice scaled in proposed ASIC guidance

MELANIE TIMBRELL  |  FRIDAY, 10 AUG 2012
... provided. "These measures aim to improve the standard of adviser conduct and improve engagement by retail clients with advisers and advice." The draft ASIC guidance in this area found it is possible to provide less complex advice in a way that is consistent ...

Unprecedented nominations for AFA Advisers awards

LINDA HAUSKEN  |  THURSDAY, 9 AUG 2012
Entries in the Association of Financial Advisers Female Excellence in Advice Award 2012 have now closed, with the number of nominations (130) up over a fifth (23%) on last year. AFA and its award sponsor, Tal said the calibre of nominees this year is ...

Patron grows adviser numbers

LINDA HAUSKEN  |  THURSDAY, 9 AUG 2012
... that is currently dissatisfied with institutional dealer groups. Last financial year, Patron Financial Advice added 18 advisers to its business and is expected to add another 15 over the next 12 months. "We are focused on expanding our advice network ...

MLC appoints head of client succession

LINDA HAUSKEN  |  WEDNESDAY, 8 AUG 2012
... well as succession planning strategies. " McLiesh said this is a crucial position for MLC given the increasing number of advisers reaching retirement age and the Future of Financial advice reforms, which are prompting many practices to rethink their ...

CFS names new executive manager

LINDA HAUSKEN  |  WEDNESDAY, 8 AUG 2012
... experience to lead the CFS team through the changes facing our industry and deliver the best outcomes for our customers and advisers." Spring added that Elkins has been acting in the role since May 2012 and her appointment against a strong field of internal ...

UK adviser offered 50% PI discounts

ALEX DUNNIN  |  TUESDAY, 7 AUG 2012
... wealth intermediary group Tenet has introduced a 50% discount on the cost of professional indemnity (PI) insurance for advisers promoting risk-rated multi-asset funds. Tenet, a large fee for service intermediary support services group that works with ...