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Showing 711 - 720 of 1907 results for Laura Millan

BMO creates intermediary sales director role

LAURA MILLAN  |  MONDAY, 20 OCT 2014
BMO Global Asset Management has created the role of intermediary sales director to build its presence in the Australian financial advice channel. Michael Angwin has been appointed to the role and he will report to BMO managing director in Australia ...

Van Eyk starts due diligence with potential buyer

LAURA MILLAN  |  MONDAY, 20 OCT 2014
Van Eyk administrator Moore Stephens has entered into an exclusivity arrangement with a potential buyer of the van Eyk Australian business which is now conducting due diligence. Moore Stephens will nevertheless recommend moving the research business ...

AFA to lobby for MySuper opt in arrangement

LAURA MILLAN  |  FRIDAY, 17 OCT 2014
The Association of Financial Advisers (AFA) is concerned that mandatory transfer to default MySuper products could lead to consumers losing their existing insurance arrangements and asked for an opt-in arrangement to MySuper. AFA chief executive Brad ...

Countplus business acquires advice practices

LAURA MILLAN  |  FRIDAY, 17 OCT 2014
Countplus financial planning group subsidiary Total Financial Solutions (TFS) has added two advice practices to its network and acquired a 49% interest in a third firm. A Sydney-based specialist personal insurance advice business will join TFS this ...

The pathway to professionalism

LAURA MILLAN  |  FRIDAY, 17 OCT 2014
... already holding the right qualifications it will be business as usual, but for those who need to do some studying, Laura Millan has come up with a guide to help you navigate through certifications, designations, CPD, courses and masters. On July 14 ...

RG146 "insufficient" on tax education: IPA

LAURA MILLAN  |  THURSDAY, 16 OCT 2014
The Institute of Public Accountants (IPA) said that the current education requirements for advisers on taxation law are insufficient and expressed concern at the exemption for advisers who belong to a professional association. "One semester unit of ...

Adviser Ratings website to launch paid options

LAURA MILLAN  |  THURSDAY, 16 OCT 2014
The Adviser Ratings website, which allows consumers to rate their financial planners for free, will launch paid services for advisers and consumers in the future. "We are looking at value-added services down the track; advisers and consumers will be ...

AFA awards Joe Nowak for "a lifetime of contribution"

LAURA MILLAN  |  TUESDAY, 14 OCT 2014
The Association of Financial Advisers (AFA) has awarded the Michael Murphy Award to Joe Nowak for "a lifetime of contribution" to the association and to the advice industry. AFA chief executive Brad Fox said that "Joe's commitment to his clients, his ...

Labor considers ban on insurance commissions

LAURA MILLAN  |  TUESDAY, 14 OCT 2014
The Labor Party will consider introducing a ban on life insurance adviser commissions into its policy platform in response to last week's damning report on life risk advice from the Australian Securities and Investments Commission (ASIC). Speaking at ...

AFA questions ASIC life report

LAURA MILLAN  |  TUESDAY, 14 OCT 2014
AFA chief executive Brad Fox raised concerns over the methodology of Australian Securities and Investments Commission's (ASIC) report on life insurance advice that was released last week. He told the media that there were questions over the methology ...