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Showing 721 - 730 of 1875 results for "broker"

Accountants should beware AFSL traps

ALEX BURKE  |  MONDAY, 4 APR 2016
Accountants should be careful in choosing the right licensee if they want to continue providing SMSF advice from July 1, according to Connect Financial Service Brokers chief executive Paul Tynan. Tynan noted that existing business models and succession ...

Over 45s lead super MDIOs

DARREN SNYDER  |  THURSDAY, 31 MAR 2016
ING DIRECT Australia has shown there is an increasing trend for Australians nearing retirement to want more investment control over their superannuation without the burden of administration. Announcing its full-year results today, ING DIRECT revealed ...

Financial services leading Australian M&A

DARREN SNYDER  |  THURSDAY, 31 MAR 2016
Law firm Pitcher Partners believes financial services and professional services will continue to lead mid-market merger and acquisition deals for the remainder of 2016. In the second issue of its Dealmakers report, Pitcher Partners said M&A deals in ...

European Cities Fund to take advantage of future proof cities

WHITNEY FITZSIMMONS  |  TUESDAY, 15 MAR 2016
TH Real Estate has launched its flagship European Cities Fund aimed at tapping into the long-term growth potential of income-producing properties in 'future proof cities'. Head of global business development Austin Mitchell said TH Real Estate is focused ...

AWI appoints CEO and MD

ALEX BURKE  |  THURSDAY, 10 MAR 2016
... director. Ron Hodge was previously chief operating officer at AWI; he is also the co-founder of managed funds discount broker InvestSMART, now owned by AWI. Hodge was previously chief executive of health insurance comparison site CompareHealth. He was ...

SEC to run ad campaign promoting online consumer adviser checks

ALEX DUNNIN  |  FRIDAY, 4 MAR 2016
... to remind investors they can go to the SEC's financial adviser register to run a free check of any authorised adviser or broker. The campaign follows the SEC stepping up its involvement in the US Department of Labor's reform proposals to introduce a ...

ASIC cracks down on "independent" AFSLs

ALEX BURKE  |  THURSDAY, 3 MAR 2016
ASIC has requested that three Australian financial services licensees "remove or amend" claims about their independence. Wilson HTM, iSelect Life and Citywide Insurance Brokers and Financial Planners have complied with ASIC's request after the regulator ...

ANZ Wealth alternatives head departs

ALEX BURKE  |  THURSDAY, 3 MAR 2016
... of alternative investments from 2006 to 2009. He was also head of futures sales at J.P. Morgan and a futures trader and broker at Mercantile House Group, Sydney Futures Exchange and the Chicago Board of Trade. Ford's departure occurs alongside ANZ's ...

US resistance to DOL fiduciary rule gathers pace

ALEX DUNNIN  |  WEDNESDAY, 2 MAR 2016
Momentum is building against the US Department of Labor's (DOL) proposed fiduciary rule for retirement advisers with House Speaker Paul Ryan now joining the critics. The DOL has been working on expanding the fiduciary obligation since the GFC when millions ...

YBR chair appoints two chief executives in business revamp

ALEX BURKE  |  THURSDAY, 25 FEB 2016
... and reach certain 2020 milestones including an $100 billion loan book, 30% wealth clients, 300 branded branches and 1,000 broker groups. "Our intention in 2016 is to double down on our wealth activities and maintain the momentum in our lending businesses. ...