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Showing 1091 - 1100 of 4658 results for "Financial Advisers"

Risk inflows marginally recover

ANNABELLE DICKSON  |  FRIDAY, 19 NOV 2021
... few years are a problem that needs to be fixed rather than a trend. Speaking on a panel at the Association of Financial Advisers national conference in September, AIA chief executive Damien Mu said calling it a trend sets the wrong expectation. "We do ...

Link to provide due diligence information

ANNABELLE DICKSON  |  MONDAY, 15 NOV 2021
... an expectation of future price gains." The Link board has since appointed Macquarie Capital and UBS as its financial advisers and Herbert Smith Freehills as its legal adviser.

BetaShares introduces suite of ethical SMAs

RACHEL ALEMBAKIS  |  FRIDAY, 12 NOV 2021
BetaShares has become the first ETF manager to launch ethical SMAs for financial advisers, with four new products on offer. This represents a milestone for BetaShares, becoming the first Australian ETF manager to successfully bring an ethical direct ...

Government advances adviser levy drop

KARREN VERGARA  |  THURSDAY, 11 NOV 2021
... taking the total figure back to July 2015 levels of 19,238. "The freeze in the per adviser levy will provide financial advisers with the certainty they need over the next two years to deal with the impacts of COVID-19 and further regulatory reforms making ...

BT closes self-licensee business

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 NOV 2021
... spokesperson said. The BT Practice Principals' Community offers a series of support services to self-licensed financial advisers. These include a dedicated advisory council, professional governance support, compliance consulting, training and education ...

Licensee chair steps down

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
... team, as well as monitor the group's management and performance. Miles founded Fortnum in 2010 to support financial advisers seeking an alternative to the large institutionally owned dealer groups that dominated the landscape at the time. His career ...

MLC Life expands retail distribution leadership

JAMIE WILLIAMSON  |  TUESDAY, 9 NOV 2021
... have been made to the life insurer's retail distribution team as part of its increased focus on supporting financial advisers. MLC Life has appointed a head of retail distribution governance and key accounts as well as a senior manager of retail distribution ...

Gwen Fletcher Memorial Award winner revealed

ELIZABETH MCARTHUR  |  TUESDAY, 9 NOV 2021
... Financial Planning Association of Australia (FPA). Sydney-based financial adviser Susan Buda of Brady & Associates Financial Advisers has taken home the award. The Gwen Fletcher Memorial Award recognises the highest performing student in the Certified ...

Carlyle Group bids for Link

ANNABELLE DICKSON  |  FRIDAY, 5 NOV 2021
... The Link board said it is considering the proposal and has since appointed Macquarie Capital and UBS as its financial advisers and Herbert Smith Freehills as its legal adviser. "Shareholders do not need to take any action in relation to the proposal. ...

ASIC outlines ROA guidance

ANNABELLE DICKSON  |  FRIDAY, 5 NOV 2021
The corporate regulator released examples of Records of Advice (ROA) to provide clarity to financial advisers and licensees on their obligations when using them for clients. The information sheet, INFO 266 FAQs: Records of Advice, provides answers to ...