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Showing 7251 - 7260 of 9822 results for "Advisers"

IOOF appoints new investment specialist

LINDA HAUSKEN  |  WEDNESDAY, 13 JUN 2012
... resources to raise the profile and sales of the WealthBuilder suite in the market. Smith joins IOOF from State Street Global Advisers where he spent the past eight years building the SSga suite of Exchange Traded and Unlisted Funds. Prior to this role ...

EOFY: Review of super contributions essential

LINDA HAUSKEN  |  TUESDAY, 12 JUN 2012
To avoid clients being hit with tax penalties on excess contributions advisers should be reviewing their salary sacrificing arrangements, according to industry experts. The concessional super contributions cap is legislated to reduce from $50,000 to ...

Former AFA president mourned

RACHEL DAVIS  |  TUESDAY, 12 JUN 2012
Former Association of Financial Advisers president and former South Australian state director, Michael Murphy, has died at the age of 66, after a six year battle with cancer. In announcing his loss to Association of Financial Advisers (AFA) members ...

AFA opens Adviser of the Year nominations

LINDA HAUSKEN  |  FRIDAY, 8 JUN 2012
The Association of Financial Advisers, in partnership with Zurich, has opened nominations for the 2012 AFA Adviser of the Year Award. The Award is celebrating its 10th year of recognising the best advisers in Australia. "Zurich partnered with the Association ...

Wilson HTM expands investment team

LINDA HAUSKEN  |  FRIDAY, 8 JUN 2012
Wilson HTM Investment Group has added three new advisers to its Melbourne based investment team. David Permezel has been appointed as a senior institutional adviser. Prior to joining Wilson HTM, he spent four years at E.L. & C Baillieu where he was ...

MLC Advice names new state manager

LINDA HAUSKEN  |  THURSDAY, 7 JUN 2012
... July 2. Cassidy will assume responsibility for the delivery of the advice offering and practice management services to advisers in Victoria and Tasmania. He has over 16 years' banking and finance experience and has developed a deep understanding and ...

Wealthy clients need consumer protections too: FPSB

ALEX DUNNIN  |  WEDNESDAY, 6 JUN 2012
... protections as everybody else. These should include duty of care, required disclosures and management of conflicts by financial advisers. The FPSB also recommended that financial advisers be required to document their support for how clients are classified ...

Consortium buys Challenger Infrastructure Fund assets

BEN COLLINS  |  TUESDAY, 5 JUN 2012
... during the Global Financial Crisis and global recession," said Graham Matthews, chief investment officer, Access Capital Advisers. "It is precisely this type of stable infrastructure asset that suits long-term pension fund investors globally," he said. ...

Commonwealth FP adviser banned

LINDA HAUSKEN  |  TUESDAY, 5 JUN 2012
... financial services industry. The EU follows an investigation into the advice provided by several of CFPL's financial advisers including Don Nguyen, Simon Langton, Christopher Baker, Anthony Awkar, and Jane Duncan. CFPL is a wholly owned subsidiary of ...

Platform satisfaction on the rise

LINDA HAUSKEN  |  TUESDAY, 5 JUN 2012
Platform providers' $130m investment in technology is showing strong benefits with advisers' satisfaction reaching the highest level recorded in nine years, according to a new report by Investment Trends. Investment Trends have been tracking planners' ...