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Showing 91 - 100 of 199 results for "New Adviser"

AFA praises FASEA's 'sensible' first priority

JAMIE WILLIAMSON  |  FRIDAY, 27 OCT 2017
The Association of Financial Advisers believes the Financial Adviser Standards and Ethics Authority's decision to first clarify the education pathway for new advisers is an encouraging first step by the board. The move by FASEA has been welcomed by ...

Industry helps shape new adviser expectations

JAMIE WILLIAMSON  |  FRIDAY, 6 OCT 2017
The Association of Financial Advisers' New Financial Advice Competency Framework white paper reveals a consensus among financial services professionals to understand knowledge, attitudes and behaviours. The white paper, produced in partnership with ...

Fortnum subsidiary flags aggressive growth plan

ALEX BURKE  |  TUESDAY, 1 AUG 2017
... Private Wealth is on an aggressive growth track following the acquisition of a Sydney practice and the appointment of a new adviser. Samuel Fenning has joined his brother Matthew at Fortuity Strategic Advisors as an adviser and director, having also ...

HUB24 hiring to support record growth

ALEX BURKE  |  WEDNESDAY, 5 JUL 2017
HUB24 has entered a recruitment drive to support record inflows and 115 new financial advisers flocking to the platform over the past quarter. Following on from the appointment of former BT Financial Group head of SMSF Craig Lawrenson as HUB24's new ...

Netwealth celebrates managed accounts surge

JAMIE WILLIAMSON  |  WEDNESDAY, 28 JUN 2017
... in addition to strong FUMA growth, has seen the launch of many exciting new initiatives including a wide range of new adviser efficiency enhancements, nine new private label managed accounts and the successful transition of the Russell IQ Wealth and ...

Professional standards need deeper thought: Consultant

JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAR 2017
Financial advisers must look beneath the surface of the recently enacted professional standards legislation and start combating the real challenges facing the developing advice profession. Assured Support principal and founder Sean Graham believes the ...

Professional standards spark SAFAA training

DARREN SNYDER  |  THURSDAY, 23 FEB 2017
The Stockbrokers and Financial Advisers Association is partnering with a global compliance training service provider for a new e-learning initiative. The partnership with GRC Solutions coincides with the passing of legislation for new requirements to ...

Landmark advice reforms pass Senate

EMMA RAPAPORT  |  FRIDAY, 10 FEB 2017
The wealth management industry was overwhelming in its support of the Senate passing two significant reforms aimed at strengthening consumer confidence in the financial planning and life insurance sectors. Both pieces of legislation were passed unchallenged ...

HUB24 the fastest growing platform

JAMIE WILLIAMSON  |  WEDNESDAY, 8 FEB 2017
HUB24 signed 10 new distribution agreements and welcomed 47 advisers to its platform over the December quarter as it continues an impressive growth strategy. The platform's quarterly business update showed a $1.8 billion (75%) surge in funds under administration ...

Make 2017 a big year for financial advice

MICHELLE BALTAZAR  |  MONDAY, 9 JAN 2017
... generation of clients. We've found that when wealth passes on from one generation to the next, the inheritor often finds a new adviser. But, if you have an existing relationship with your clients' heirs, you can significantly minimise the risk of this ...