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Showing 71 - 80 of 95 results for "Independent advice"

Lazard consolidates Sydney foothold

MARK STORY  |  TUESDAY, 11 SEP 2012
... Garren lead a quality group and share our culture and values of providing clients with thoughtful, robust and independent advice," said John Wylie. Having emerged in 2007 after acquiring boutique advisory firm Carnegie, Wylie & Co, Lazard Australia continues ...

HIP Super enters advice partnership

MELANIE TIMBRELL  |  TUESDAY, 12 JUN 2012
... priced, professional, and accessible to fund members," said Ross Bernays, chief executive officer of HIP. "Independent advice is key and Bridges' wide range of financial products gives us solid confidence for true independent advice without bias for ...

Consolidation creating conflict between product and advice

RACHEL DAVIS  |  THURSDAY, 1 DEC 2011
... industry funds are all looking to achieve a similar outcome and this ultimately leads to less choice and less independent advice for the consumer." Rodney Brown, director of Tristone Private Wealth agreed that while the future of financial advice (FOFA) ...

Paragem sells dealer services to netwealth

CLAIRE MCGREAL  |  MONDAY, 7 NOV 2011
... a time when regulatory change is driving many advisers into bank owned networks despite consumer demand for independent advice". Netwealth meanwhile, was looking to expand further its adviser service offering to the independent financial adviser (IFA) ...

Midwinter takes on Coin, Xplan

ELISE BURGESS  |  MONDAY, 16 MAY 2011
Independent advice technology developer, Midwinter, is set to launch its own CRM for advisers to compete against industry giants Coin and Xplan. After releasing earlier this year, the off-the-shelf CRM will target advisers that want ease of use for ...

KPMG investment consulting no direct threat

MATT WOODINGTON  |  THURSDAY, 24 MAR 2011
... are the reasons why." "Having been the fund manager, there's a natural conflict in my mind between providing independent advice on investment selection and the ongoing management of it. And there wasn't anyone providing support to investors on that side ...

ASIC strikes back in Opus dispute

JOHN MCDULING  |  FRIDAY, 22 OCT 2010
... that the cancellation was "based upon a technical accounting interpretation" that was in direct conflict with independent advice it had received, with the Federal Court setting aside ASIC's cancellation. The company breached the NTA condition of its ...

Planners as fiduciaries to drive industry growth

MICHELLE BALTAZAR  |  MONDAY, 8 MAR 2010
... ground has already shifted in the last two years as major financial planning groups answer renewed calls for independent advice. AMP will soon phase out commission-based planning ahead of any fee reforms while industry funds have long offered fee-for-service ...

Planners should be fiduciaries: IFSA

ALEX DUNNIN  |  THURSDAY, 19 NOV 2009
... Common Law principles. Brogden dismissed Whiteley's objections, citing how medical doctors are able to provide independent advice to patients even though they have relationships with pharmaceutical companies. Planners will be supervised by ASIC to ensure ...

Media Super hires ING as insurer

COMPANY RELEASE  |  THURSDAY, 23 JUL 2009
... Print Super were asked to tender, along with other major players in the insurance sector. The board sought independent advice from Rice Warner in their role as consultant to the tender process." The process was conducted as two separate assignments ...