Search Results | Showing 71 - 80 of 221 results for "New Adviser" |
| | | On the anniversary of the Royal Commission's final report, AFA chief Phil Kewin reflects on the year that was and how the playbook - and rules - changed for advisers. It's been 12 months since the financial services sector was hit with Commissioner ... |
| | | | Koda Capital has added a new adviser and partner to its Brisbane offices. James Christopher has worked in senior roles at HSBC, Nomura and Credit Suisse, and recently moved back to Australia from the UK. Koda confirmed the appointment to Industry Moves ... |
| | | | The platform provider expanded its distribution team, hiring several business development managers and appointing a national team of training and relationship managers to support financial advisers. Former CommSec Adviser Services state manager Lydia ... |
| | | | Perpetual picked up a Melbourne-based specialist risk advisory business. Perpetual has acquired Priority Life, a specialist risk advisory business with a strong focus on medical practitioners, professionals and business owners, to strengthen its risk ... |
| | | | FASEA chief executive Stephen Glenfield refused to acknowledge the impact increased education requirements has had on financial adviser numbers during a recent Senate Estimates hearing. Appearing before the committee, Glenfield was asked by Liberal ... |
| | | | A dealer group boss decided to close down its Australian Financial Services License after finding it hard to restock advisers with the FASEA education requirements. Queensland-based Myonlineadvisers was started by James Sutherland in 2012 as a non-aligned ... |
| | | | The Federal Government has extended the deadlines for financial advisers to pass the Financial Adviser Standards and Ethics Authority's exam, as well as meet its qualification requirements. Assistant Minister for Financial Services, Superannuation ... |
| | | | Latest figures from ASIC's Financial Adviser Register (FAR) paint a telling picture of the state of Australia's financial advice sector, with close to 3000 advisers dropping out of the industry since February. According to Rainmaker analysis, the official ... |
| | | | Perpetual is willing to break away from its value investing heritage as it looks for new investment managers to add to its lineup. Perpetual Investments, which brings almost half of the company's operating profits, reported a 29% slump in its profits ... |
| | | | Fitzpatricks Private Wealth added another practice to its growing network. Fitzpatricks told Financial Standard it bought a stake in Perth-based Stewart Symonds & Partners, representing 38 new advisers who have joined. It is one of seven new practices ... |
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