Search ResultsShowing 1 - 10 of 100+ results for "Advisers"
Adviser association rebrands, grows membership
KARREN VERGARA  |  THURSDAY, 18 JUL 2019
The United Financial Advisers Association has re-emerged to grow its membership to 2500 advocating for several reforms in the advice sector. Formerly known as the Life Insurance Customer Group, UFAA recently rebranded and decided to cease lobbying ...
CPA, CAANZ designations approved
KANIKA SOOD  |  THURSDAY, 18 JUL 2019
... will now be able to claim credits for prior learning towards meeting the FASEA education standards for financial advisers. The Financial Adviser Standard and Ethics Authority will approve one credit for advisers who have completed coursework to ...
Russell launches next gen managed accounts
ELIZABETH MCARTHUR  |  THURSDAY, 18 JUL 2019
... Hampshire said Russell plans to roll out the offering to other platforms very soon. "Our research shows Australian advisers continue to be faced with a limited choice between two key structures; a highly active managed account at a premium price ...
BT Panorama boosts functionality
ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... for BT Panorama and since then the platform has enjoyed 78% growth, BT Financial Group said. BT Panorama's active advisers also increased by 48% during the period and customer account numbers were boosted by 78%. That makes BT Panorama the ...
HUB24 launches white label SMA
KARREN VERGARA  |  TUESDAY, 16 JUL 2019
... scale and efficiencies for the business. Additionally, HUB24 said it secured new clients with a network of financial advisers. HUB24 is rolling out its platform to Madison Financial Group and Centrepoint Alliance, as well as an unnamed stockbroking ...
FASEA exam was fair: Poll
KARREN VERGARA  |  TUESDAY, 16 JUL 2019
Less than a third of the financial advisers surveyed in Financial Standard 's spot poll found the inaugural FASEA exam questions difficult, while the majority said it was reasonable. Less than half (44%) of the survey participants said the ...
Wealth jobs in demand
HARRISON WORLEY  |  MONDAY, 15 JUL 2019
... wealth firms and super funds were still active industry employers and were "adding headcount". The firm said advisers culled as a result the big four's attempts to exit wealth would re-enter the market in the second half of the year ...
Advisers struggle with untapped SMSF market
KARREN VERGARA  |  FRIDAY, 12 JUL 2019
... for SMSF advice, as members indicated their struggles with different aspects of investment strategies - a gap which advisers can meet. Vanguard Australia head of intermediary Rebecca Pope said this year's report showed the ongoing challenge for ...
NEOS upgrades super product
KARREN VERGARA  |  THURSDAY, 11 JUL 2019
... transaction processing for new policies, refunds, claims or commissions, ensuring Australians are protected and advisers are paid faster, NEOS managing director Brett Yardley said. "Historically, advisers selling risk-only super policies have ...
Former financial adviser jailed
ELIZABETH MCARTHUR  |  THURSDAY, 11 JUL 2019
... to cover up his theft. ASIC commissioner Danielle Press said: "Clients need to be able to trust their financial advisers, and in this case, Mr Gibbs breached that trust." She explained that an ASIC investigation revealed Gibbs deliberately ...
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