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Showing 61 - 70 of 101 results for "Advice 4 U"

ASIC takes Westpac to court

JAMIE WILLIAMSON  |  FRIDAY, 23 DEC 2016
A battle over the definition of personal and general financial advice will play out in the Federal Court following ASIC's decision to bring civil proceedings against Westpac subsidiaries. The corporate regulator is alleging Westpac Securities Administration ...

Findex brings family office to the masses

ALEX BURKE  |  THURSDAY, 20 OCT 2016
Findex has launched an integrated wealth management service aimed at bringing the family office model out of the domain of the ultra-rich. Suitably named Family Office, the new service aims to provide a "single point of contact" for all aspects of wealth ...

Fiducian acquires second Sydney practice

LAURA MILLAN  |  THURSDAY, 13 AUG 2015
Fiducian Group has acquired a Sydney-based financial planning business, its second acquisition in one month. Fiducian paid $2.4 million in cash and shares and the financial planners will relocate into the group's premises. The acquisition brings an ...

Rethinking robo regulation

MARK SMITH  |  THURSDAY, 6 AUG 2015
The current legal and regulatory environment is not equipped to deal with potential issues arising from robo advice. According to Herbert Smith Freehills partner Michael Vrisakis, the wording of current legislation only considers the administration ...

Midwinter unveils digital advice platform

ALEX BURKE  |  FRIDAY, 8 MAY 2015
Software provider Midwinter has revealed its "holistic" digital advice solution, with the company insisting it's not 'robo advice'. Based on the company's AdviceOS software, the platform will enable clients of AFSLs to self-process simple scaled advice ...

PROFILE: HESTA chief executive Debby Blakey

LAURA MILLAN  |  WEDNESDAY, 8 APR 2015
"I love the fact that Melbourne has lots of immigrants and great, multicultural suburbs," she says, comparing it to the quiet suburb in Durban, South Africa, where she spent most of her childhood and early years of her adult life. A computer programmer ...

FEATURE: 2014 year in review

MARK SMITH, LAURA MILLAN, JAMES FERNYHOUGH  |  FRIDAY, 12 DEC 2014
This year has been another busy one for the financial servives industry. FoFA remained on the radar and the Financial System Inquiry has the potential to change things in a big way. The Financial Standard team takes a look at the issues that made waves ...

RI Advice launches cashflow management tool

STAFF WRITER  |  WEDNESDAY, 22 OCT 2014
ANZ Wealth-owned RI Advice Group has launched a cashflow management solution that will allow its adviser network to help clients stay on top of their finances. The advice group has developed a customised version of Moneysoft's automated cashflow software. ...

Movers and shakers

Surprise exit for van Eyk asset consulting team Van Eyk's three person asset consultant team has left the company, the company has confirmed. Head of asset consulting Jonathan Ramsay and asset consultants Fil Andronaco and Jonathan Tolub resigned their ...

CommInsure nabs Asteron head of underwriting

LAURA MILLAN  |  THURSDAY, 7 AUG 2014
CommInsure has appointed Asteron Life's executive manager of risk assessment to head the Commonwealth Bank's insurance business retail advice underwriting team. John Kraszula will join the CommInsure retail advice leadership team on August 25, a Commonwealth ...