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Showing 1 - 6 of 6 results for "Clayton Daniel"

Platform reveals advice firms' top issues

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... oceans' are crowded spaces to be in, taking more effort and resources to stand out," Ensombl chief executive Clayton Daniel said. "In terms of shifting adviser focus, we can see conversations around retirement and Centrelink, two related topics ...

Sam Henderson attempts to set record straight

ELIZABETH MCARTHUR  |  FRIDAY, 13 DEC 2019
... Commission that he impersonated a client, calling it "laughable". Henderson was interviewed by XY Adviser co-founder Clayton Daniel, who introduced him as his "buddy" and described him as "patient zero" of the Royal Commission. Asked by Financial Standard ...

The case for tax deductible advice

JAMIE WILLIAMSON  |  MONDAY, 3 JUN 2019
... position of providing positive outcomes for all audiences: consumers, advisers and licensees." XY Adviser co-founder Clayton Daniel confirmed Synchron as one of the supporting dealer groups. It's a sentiment also shared by Announcer Group managing ...

Sole purpose test divides industry

HARRISON WORLEY  |  MONDAY, 11 MAR 2019
... offer] is okay, then why is it okay? If this is not okay, then why is it not okay?" he asks. XY Adviser co-founder Clayton Daniel questioned whether ASIC would probe AustralianSuper's offer, given its renewed commitment to enforcement following the Royal ...

Advisers must prepare for the next generation of clients

EMMA RAPAPORT  |  WEDNESDAY, 7 JUN 2017
... millennials will be the first in line to secure the next generation of clients, according to former XY adviser and author Clayton Daniel. Speaking to Financial Standard, Daniel said consumers - not institutions - are leading the charge towards non-traditional ...

Expensive property market creating super opportunity

JAMIE WILLIAMSON  |  WEDNESDAY, 25 JAN 2017
... labeled Sydney as the second most expensive in the world. Former financial adviser and personal finance author Clayton Daniel did the math. He found if a person contributed to super the difference between rent payments and the weekly cost of owning a ...
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