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Showing 81 - 90 of 158 results for "Advisory Group"

ATO initiative raises $640 million from wealthy Australians

MARK SMITH  |  WEDNESDAY, 26 MAR 2014
... program and wealthy individuals' compliance booklet. Tax agent visits and forums such as the ATO Tax Practitioner Advisory Group and the online Let's Talk Platform are also used as a means to communicate tax obligations. "As a result of our compliance ...

Blue Sky hires ex-Certitude exec to run new office

MARK SMITH  |  TUESDAY, 4 MAR 2014
Listed alternative investment manager Blue Sky has appointed ex-Certitude Global Investments executive Laz Siapantas to run its new office in Melbourne. Siapantas has been appointed as Blue Sky's new key account manager and will be responsible for servicing ...

HUB24 inks deal with Premium

STAFF WRITER  |  THURSDAY, 7 NOV 2013
... inked a deal to administer a new white label investment and superannuation wrap offering for boutique financial advisory group Premium Wealth Management (Premium). As part of the agreement, the HUB24 platform will be branded for use by Premium's 52 advisers ...

Platforms hit $445bn record

ALEX DUNNIN  |  WEDNESDAY, 25 SEP 2013
... mainly due to new groups joining the Rainmaker survey albeit they said there has been some fragmentation of the advisory group sector due to the reaction to mergers and acquisitions. However, the number of advisers decreased 389 through the year to 17,886 ...

AFA names Rising Star finalists

LAURA MILLAN  |  THURSDAY, 19 SEP 2013
... Stanford Brown (Genesys), Peter Khoury from National Financial Advisers (Securitor) and Tatiana Coulter Monarch Advisory Group (Securitor). The award winner will be announced at the AFA National Conference on the Goald Coast in October. Supported by ...

Centric Wealth recalibrates advice through newly-formed board

ALICE URIBE  |  WEDNESDAY, 10 APR 2013
... advisory board. And despite ongoing industry discussion about fees, the first meeting of the Centric Wealth client advisory group confirmed that quality of advice was more valuable than price. "For me and our advisers the most important message was that ...

Don't stop me now

BENJAMIN ONG  |  WEDNESDAY, 20 FEB 2013
... offering large premiums, that shows how much value is still in the market," said Mike Gibbs, co-head of the equity advisory group at Raymond James in Memphis, Tennessee." Please don't get me wrong -- long time readers know that I've been one of the equity ...

MLC dealer group the best: CoreData

BEN COLLINS  |  MONDAY, 21 JAN 2013
... shadow-shopping exercise, research group CoreData said that MLC-aligned Apogee Financial Planning had again won its Financial Advisory Group of the Year award. "CoreData's research shows customers value honesty and transparency above all else in an advice ...

FoFA readiness is all about client engagement: MLC

MARK SMITH  |  FRIDAY, 18 JAN 2013
... having about fees. MLC-aligned dealer group Apogee Financial Planning has been named by CoreData as its Financial Advisory Group of the Year for the third time in five years. "CoreData's research shows customers value honesty and transparency above all ...

Regulation biggest concern for SFOs

MELANIE TIMBRELL  |  THURSDAY, 5 JUL 2012
... SFO, which evolves to reflect the needs of different generations of a particular family. Kenny Foo, head of wealth advisory group of J.P. Morgan Private Bank Asia told Hong-Kong based magazine The Asset that in Asia SFOs are putting their own stamp on ...