Search ResultsShowing 1 - 10 of 100+ results for "Advice"
Super fund names advice head
ELIZABETH MCARTHUR  |  MONDAY, 20 JAN 2020
The executive manager of distribution at VicSuper has jumped to a $55 billion industry fund to lead its advice and education function. Josh Parisotto has stepped into the chief advice officer role at HESTA, beginning on 13 January 2020. He joins from ...
Wealth giants shrink advertising budgets
KANIKA SOOD  |  FRIDAY, 17 JAN 2020
... advertising since 2015 when it spent about $1.2 million on a campaign aimed at creating awareness of its brand and the value of advice. Interestingly, the June 2015 campaign was then scrapped. However, some moved in the opposite direction. Cbus has gone ...
Cbus head of advice launches firm
KANIKA SOOD  |  FRIDAY, 17 JAN 2020
The former head of advice of the $57 billion superannuation fund has launched a new consultancy firm aimed at working with super funds and dealer groups to develop better models of delivering advice. Greg Harper led Cbus's head of advice and retirement ...
J.P. Morgan wins custody mandate
ELIZABETH MCARTHUR  |  THURSDAY, 16 JAN 2020
... commenced signing up new members during the quarter. A new Xplore MDA offer for wholesale clients also launched to some advice AFSLs. J.P Morgan secured a mandate extension for its custody services with Local Government Super in December last year. However ...
Why women struggle in financial advice
ELIZABETH MCARTHUR  |  THURSDAY, 16 JAN 2020
New research points the finger at conflicted remuneration as one of the factors keeping women out of the financial advice industry. The University of Otago in New Zealand and RMIT University in Melbourne have collaborated to explore why so many fewer ...
ASIC increases levy costs
ELIZA BAVIN  |  THURSDAY, 16 JAN 2020
... many unaware that the costs were set to rise. ASIC published the indicative levy owed by licensees that provide personal advice would include a minimum levy of $1500 plus $1142 per adviser, up from $907 per adviser initially indicated in March last year. ...
Better retirement income products needed
ELIZABETH MCARTHUR  |  WEDNESDAY, 15 JAN 2020
... reporting the lowest levels of worry. In perhaps disheartening news for financial advisers, whether a person received advice did not have any significant impact on levels of worry about retirement savings. "Australia has one of the best pension systems ...
Bank of Mum and Dad forking out serious dosh
ALLY SELBY  |  TUESDAY, 14 JAN 2020
... incentives available of up to $82,145 for first home buyers (in Victoria) and with the various schemes available and the right advice I am confident everyday Australians can continue to access the housing market." Robertson disagreed. "As a parent, if ...
Former RBC I&TS lead joins tech firm
JAMIE WILLIAMSON  |  TUESDAY, 14 JAN 2020
The former managing director of RBC Investor & Treasury Services has been named chief executive of a financial advice technology provider. David Travers has joined Fourth Line, a risk management and compliance regtech solution as its chief executive. ...
Crestone bolsters team
ELIZABETH MCARTHUR  |  TUESDAY, 14 JAN 2020
... new appointments, bringing its team to 80. The firm said the hires reaffirm its commitment to high-quality professional advice in the high net worth and ultra-high net worth client segments. Paul Shalhoub, Duane O'Donnell, John Taylor and Elliott Greenberg ...
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