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Showing 61 - 70 of 147 results for "Kew"

AFA appoints general manager

JAMIE WILLIAMSON  |  WEDNESDAY, 10 OCT 2018
The Association of Financial Advisers appointed a new general manager for strategic alliances. David Plant will now be responsible for building mutually beneficial alliances across the spectrum of financial advice. He has worked in the industry for ...

Dealer groups lift due diligence post Dover

JAMIE WILLIAMSON  |  MONDAY, 17 SEP 2018
The sudden closure of Dover Financial Advisers saw a mad scramble by authorised representatives to secure alternative licensing arrangements. Hundreds were successful in doing so before the July 6 deadline, but latest ASIC Financial Adviser Register ...

BTFG faces possible union action

JAMIE WILLIAMSON  |  WEDNESDAY, 12 SEP 2018
The Finance Sector Union is planning urgent workplace meetings and teleconferences with BT Financial Advice employees impacted by a planned restructure of BT Financial Group's advice offering. Last week BT Financial Group told Financial Standard ...

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  MONDAY, 3 SEP 2018
The 2018 finalists for the Association of Financial Advisers' most coveted accolades have been announced. In partnership with Zurich, the AFA has announced the three finalists for the 2018 Adviser of the Year Award. This year, Capital Focused's ...

Advice firm rebrands, confirms independence

JAMIE WILLIAMSON  |  WEDNESDAY, 29 AUG 2018
... to now meet the legal requirements for independence. Celebrating its 10th anniversary, Hogben Farrell Financial Planning in Kew, Victoria has changed its name to Guided Wealth. According to the practice, the name represents the direction the business ...

Female Excellence in Advice finalists announced

DARREN SNYDER  |  THURSDAY, 16 AUG 2018
As the Association of Financial Advisers National Conference nears, the finalists for its 2018 Female Excellence in Advice Award were named this week. More than 370 nominations and 44 applications were received for this year's award, a record number ...

Pressure mounts on regional advice

JAMIE WILLIAMSON  |  MONDAY, 23 JUL 2018
The already limited availability of financial advice in regional and rural Australia is at risk of being further undermined as the fallout from the Royal Commission continues. An analysis of the ASIC Financial Adviser Register (FAR) shows 4700 financial ...

Financial services employees face ongoing stress at work

HARRISON WORLEY  |  WEDNESDAY, 11 JUL 2018
Latest research from SuperFriend shows about half of financial services employees face ongoing stress at work. According to the mental health organisation's annual Indicators of a Thriving Workplace survey, 47% of financial services employees are ...

Multi-disciplinary industry trend continues: CBA

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUN 2018
About half of all accounting firms are considering a move into financial planning. According to Commonwealth Bank, 43% of Australia's accounting firms are planning to add or grow their wealth management and financial planning capabilities in the ...

ASIC issues warning over Dover advisers

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
Advice licensees considering onboarding ex-Dover Financial Advisers' authorised representatives have been warned to ramp up due diligence processes by the corporate regulator. As the fallout from Dover's shock closure continues, ASIC has reinforced ...