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Showing 71 - 80 of 158 results for "Advisory Group"

PwC appoints SMSF specialist

DARREN SNYDER  |  WEDNESDAY, 16 DEC 2015
... superannuation including SMSFs. She was also a member of the Australian Tax Office's (ATO) Superannuation Industry Advisory Group. Westover is a Fellow Chartered Accountant and a CA SMSF specialist. She holds a Master of Legal Studies from the University ...

Paying women more super not the answer

DARREN SNYDER  |  TUESDAY, 15 DEC 2015
... women were becoming stronger decision makers in relationships and learning about money was empowering them. Bloom Advisory Group's Jennifer Porter said people are still not embracing super at lower levels of income because they don't trust the system. ...

Paradigm appoints new CEO

ALEX BURKE  |  WEDNESDAY, 11 NOV 2015
Paradigm Group, an investment advisory group that focuses exclusively on executives, professionals and business owners, has appointed a new chief executive. Bill Danaher joins Paradigm from Industry Fund Services, where he was also chief executive. ...

Court fines SMSF admin for "free setup" ads

ALEX BURKE  |  WEDNESDAY, 4 NOV 2015
... social media has been a focus area for the group. In August, the regulator issued infringement notices to Dixon Advisory Group for "misleading claims" on its website pertaining to the performance of SMSFs relative to industry and retail super funds. ...

BlackRock adds to distribution team

STAFF WRITER  |  TUESDAY, 29 SEP 2015
... Management. Kate McDermott has joined the fund manager as director and head of southern region sales within its Wealth Advisory group. Based in Melbourne, she will report to head of Wealth Advisory James Langlands. The Wealth Advisory group is responsible ...

Midwinter gives Dover discount digital advice

STAFF WRITER  |  THURSDAY, 24 SEP 2015
Midwinter has partnered with Dover Financial Advisers to offer competitive pricing for AdviceOS, its digital advice platform. As reported in Financial Standard in May, AdviceOS is a holistic digital advice solution, which enables clients of AFSLs to ...

Market Wrap AM

AAP  |  WEDNESDAY, 20 MAY 2015
The Australian market looks set for a flat open after a sluggish lead from Wall Street. At 0656 AEST on Wednesday, the June share price index futures contract was up three points at 5,623. Locally on Wednesday, Reserve Bank deputy governor Philip Lowe ...

Not over yet for active management

ALEX DUNNIN  |  TUESDAY, 17 MAR 2015
Active management isn't dying but it needs to re-invent itself so it can compete against low cost technology operators that are fundamentally challenging its business model. "It isn't dead but the market is playing hard to get," said Olivier d'Assier ...

SMA operators to become a sector in their own right

LAURA MILLAN  |  WEDNESDAY, 13 AUG 2014
Separately managed accounts (SMA) operators are poised for strong growth over the coming years and are likely to become a sector in their own right, Lonsec research shows. The research house has looked at five SMA platforms in Australia and has assigned ...

AMP's ipac Financial Planning wins group of the year award

LAURA MILLAN  |  WEDNESDAY, 30 APR 2014
AMP-owned ipac Financial Planning has won CoreData's 2013 Advisory Group of the Year Award. The award is given to the licensee with the strongest ability to acquire prospective clients and it is based on the ratings of consumers who were in the market ...