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Showing 61 - 70 of 168 results for "Advisers for"

Count Financial bolsters leadership team

ALLY SELBY  |  MONDAY, 6 APR 2020
... mission critical role." Most recently, Creswell led a team of 17 compliance professionals overseeing 700 financial advisers for IOOF. Prior to this he worked for KPMG in London and Price Waterhouse. During his career, Creswell sat on the FPA Professional ...

Good time to be in managed accounts: IMAP

ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
... clients. "They don't have to try and manage portfolios one by one," he said. "There is a psychological advantage for advisers for using managed accounts, particularly when the structure is managed by an investment committee and competent professionals." ...

Consumers trust Google over advisers: NobleOak

ALLY SELBY  |  TUESDAY, 25 FEB 2020
... research by independent life insurer NobleOak has found close to half of all consumers are turning to the internet over advisers for guidance on their financial goals and needs. It points to the digital revolution and fallout from the Royal Commission ...

Zenith enters superannuation

ELIZA BAVIN  |  TUESDAY, 18 FEB 2020
... Zenith's corporate values and ambitions. "Chant West has been serving super and pension funds, employers and financial advisers for over two decades with unbiased research, member-focused consultancy services and user-friendly tools, all aimed at supporting ...

OneVue takes control of Madison

JAMIE WILLIAMSON  |  THURSDAY, 6 FEB 2020
... managing director Connie McKeage said Madison is an important client of OneVue. "We have known most of the Madison advisers for many years and we care about them and their businesses," she said. "The group has been through quite an unsettling couple ...

ASIC confirms SMSF negative returns

ELIZA BAVIN  |  TUESDAY, 14 JAN 2020
... statistical overview provided by the ATO is the most recent on record. Regulatory bodies like the ATO have been warning advisers for some time now about the risks associated with low-balance SMSFs, encouraging a higher level of diversification. Last ...

Former NAB, Infocus advisers banned

ALLY SELBY  |  MONDAY, 2 DEC 2019
ASIC has banned two former financial advisers for five years and one year respectively. Former NAB adviser Wendy Chapman and Brisbane-based former financial adviser Nina Katherina Williams were banned by the regulator last week. Chapman who has been ...

Three advisers cop ASIC bans

KANIKA SOOD  |  WEDNESDAY, 20 NOV 2019
ASIC has banned three financial advisers for up to five years each, in separate banning orders made recently. Wendy Michelle Chapman was banned for five years from providing any financial services. She was most recently employed as a senior planner ...

FASEA chief unaware of dwindling adviser numbers

JAMIE WILLIAMSON  |  FRIDAY, 1 NOV 2019
... asked by Liberal Senator Amanda Stoker whether the authority acknowledged the risk of losing experience financial advisers for whom the requirements are simply too much. Glenfield answered that it was FASEA's job to implement legislation, before Stoker ...

Colonial First State hit with second class action in less than a week

ELIZA BAVIN  |  MONDAY, 21 OCT 2019
... and Gordon Special Counsel Nathan Rapoport said in 2013 the Australian Government banned commissions to financial advisers for new members because it was clear they were not in members' best interests, through its Future of Financial Advice reforms. ...