Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1051 - 1060 of 1224 results for "Licensees"

Planners must return to strategy

ELISE BURGESS  |  MONDAY, 6 FEB 2012
... planners may be losing sight of their roles and getting caught up in the "unnecessary noise" flooding the industry, with licensees also urged to better support planners through strategy tools. Philippa Sheehan, managing director of adviser group My Adviser ...

FSP reviews group terms, eyes recruits

ELISE BURGESS  |  MONDAY, 23 JAN 2012
... 2012. "Just as it is essential for advisers to review and refresh their value proposition, it's also essential that licensees review their value propositions for advisers," said newly-appointed chief executive, Charles Smith. "Our dealer group terms ...

Stronger Super draft needs clarity

ELISE BURGESS  |  TUESDAY, 17 JAN 2012
... MySuper." Included in the Government's draft are more details on the duties of Registrable Superannuation Entity (RSE) licensees, including duties relating to MySuper products, and personal duties for directors or corporate trustees. Also included in ...

Round two of Stronger Super revealed

CLAIRE MCGREAL  |  TUESDAY, 13 DEC 2011
... Overall the second tranche of reforms include the expansion of the covenants for registrable superannuation entity (RSE) licensees, applying new duties to trustees of an RSE that offer a MySuper product and applying personal duties to the directors of ...

ASIC cancels two financial services licences

CLAIRE MCGREAL  |  FRIDAY, 25 NOV 2011
... is part of ASIC's focus to improve the standards of gatekeepers, specifically the obligations of financial services licensees to monitor authorised representatives and ensure adequate compliance measures are in place to address licence obligations," ...

MySuper Mythconceptions

ALEX DUNNIN  |  TUESDAY, 22 NOV 2011
... Explanatory Memorandum, established funds only have to ensure their MySuper products follow pre-defined characteristics. RSE licensees will even be able to apply for permission to offer more than one MySuper product, though this is expected to be unusual. ...

APRA urges trustees to adhere to industry standards

CLAIRE MCGREAL  |  WEDNESDAY, 16 NOV 2011
... are adhering to industry standards and that the trustees at all times are ultimately responsible. In a letter to super licensees, the regulator said that while trustees were aware of their obligations to comply with the Operating Standard on Outsourcing ...

Mid-sized licensees to disappear: CoreData

ELISE BURGESS  |  TUESDAY, 15 NOV 2011
Mid-sized financial planning firms will be "swallowed up" by opportunistic licensees as the rate of acquisition will rise while new forms of advice will reign, according to a research paper from CoreData. In its "Licensee of the Future" white paper ...

ANZ Wealth appoints head of practice based fin planning

ELISE BURGESS  |  TUESDAY, 8 NOV 2011
... Select and head of advice business solutions. In the Sydney-based role Younger will be responsible for all ANZ Wealth licensees including RI Advice, Financial Services Partners and Millennium3 in addition to the group's Sentry and Fortnum investments. ...

AMP planning associations adopt insight products

ELISE BURGESS  |  TUESDAY, 1 NOV 2011
... compliance pressures for practices, Sequential Project Services' Business Insights product provides practice owners and licensees a comprehensive independent assessment and practice recommendations to improve business operations and efficiency. AMP Financial ...