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Showing 91 - 100 of 190 results for "IFA"

IFAs to benefit from ASIC SME focus

ALEX BURKE  |  FRIDAY, 17 JUL 2015
ASIC commissioner Greg Tanzer has highlighted the regulator's expanding role in the SME registration space. Speaking at the National Council of Small Business Australia Conference in Sydney, Tanzer noted that small businesses, with fewer than 20 employees ...

Why SMSFs are attractive to Gen X and Gen Y

DARREN SNYDER  |  FRIDAY, 3 JUL 2015
SelfWealth managing director, Andrew Ward, says customer engagement coming from Gen X and Y self-managed superannuation fund (SMSF) trustees is increasing. Speaking at a recent executive roundtable hosted by Bravura Solutions, Ward said SelfWealth was ...

Greens strike pension test deal with coalition

DARREN SNYDER  |  WEDNESDAY, 17 JUN 2015
... that were in place prior to 2007, will be guaranteed access to the Commonwealth Seniors Health Card. Austock Life head of IFA product and relationships, Richard Atkinson, said financial advisers are revisiting Commonwealth Seniors Health Card (CSHC) ...

Mandatory qualifications will lead to adviser exodus

ALEX BURKE  |  WEDNESDAY, 27 MAY 2015
Enforcing minimum qualifications for financial advisers will lead to many leaving the industry, according to Connect Financial Services Brokers chief executive Paul Tynan. Speaking to Financial Standard, Tynan pointed to the results of introducing minimum ...

IFAs to benefit from budget

ALEX BURKE  |  TUESDAY, 12 MAY 2015
The 2015 budget's $5.5 billion jobs and small business package will benefit independent financial advice businesses, according to industry commentators. The package includes a 1.5% tax cut for all small business (incorporated or not), a 5% tax discount ...

Xpress Super grows online trading suite

ALEX BURKE  |  WEDNESDAY, 8 APR 2015
... fixed fee," she said. She added, "Xpress Super was designed for the DIY Investor, but due to overwhelming demand from the IFA market, we have now included platforms utilised within their businesses which expands our clientele to those of Financial Advisory ...

Small tech providers tempt aligned advisers to defect

LAURA MILLAN  |  WEDNESDAY, 3 DEC 2014
Aligned advisers are finding large platforms slow to react to the changing environment, with some starting to "defect" and to small independent providers, AdviceInnovation members said. "People are beginning to defect. A couple years ago there wasn't ...

BT grows life insurance team

JAMES FERNYHOUGH  |  FRIDAY, 17 OCT 2014
... BT's new regional manager for New South Wales and the ACT. He will lead the business development team operating across the IFA, aligned and bank adviser channels. Meanwhile, Rachel Leong has joined BT as product technical manager, life insurance. Leong ...

Planners keen to leave big dealer groups

JAMES FERNYHOUGH  |  FRIDAY, 5 SEP 2014
... Financial Planning Services Australia (FPSA) and also establishing AFSL's for financial planning firms that wish to operate as an IFA under their own License." He said 23 advice firms and 45 advisers had expressed an interest in joining FPSA. He said ...

HUB24 hits $1bn milestone amid rapid growth

LAURA MILLAN  |  THURSDAY, 4 SEP 2014
... on more than $2.5 billion of client funds. "Paragem is now incredibly well positioned and equipped to be a landing pad for IFA practices seeking a non-conflicted APL while accessing technology which will effectively leapfrog traditional wrap platforms," ...