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Showing 1131 - 1140 of 1226 results for "Licensees"

AXA maintains 2012 planner recruitment target

RUTH LIEW  |  TUESDAY, 18 AUG 2009
... practices' growth. An AXA survey of 820 advisers showed half of the respondents rated acquisition support from their licensees as their top support need - showing an increasing appetite from existing planning businesses to buy other firms and adding ...

Paraplanners left out of planning reforms, for now

MICHAEL HOBBS  |  TUESDAY, 11 AUG 2009
... standards as financial planners but there may be a level of requirement at an entry level." She said financial planning licensees determine the education standards for paraplanners. "They're very technical so I would be very surprised if paraplanners ...

ASIC charts margin lending requirements

MICHAEL HOBBS  |  TUESDAY, 14 JUL 2009
... training to advise on margin lending and also apply the financial resource requirements to Australian financial service licensees (AFSL) that deal in margin lending products. At present, Tier 1 products, that are more complex, attract advanced training ...

NAB and Aviva rule platform land

RUTH LIEW  |  MONDAY, 22 JUN 2009
... operations today, is expected to fork out $825 million for the deal. Currently NAB/MLC is number four on the charts with six licensees for 1,414 advisers or 11 per cent of the adviser market and $34 billion in funds under advice, Rainmaker Information ...

FPA recommends fee-for-service advice

MICHELLE BALTAZAR  |  FRIDAY, 1 MAY 2009
... outlining a host of remuneration policies that addressed fees for advice, soft dollar benefits and payments made to licensees for funds under management and sponsorship. Bloch said the recommendations are designed to remove the stigma that financial ...

Disclosing conflicts not enough: APRA

ALEX DUNNIN  |  TUESDAY, 7 APR 2009
... where the trustee forms part of a financial group, where someone is a trustee on more than one entity, where trustees or licensees have a stake in a service provider and where beneficiaries might be impacted by the role of professional advisers. But ...

OneVue partners with Super Concepts

COMPANY RELEASE  |  TUESDAY, 24 MAR 2009
... via the OneVue Administration Service. Melbourne based financial advice firm, London Partners, was one of the first licensees to sign on to the service. "A longstanding problem for advisers has been getting timely and accurate information on member's ...

ASIC boosts online MIS registration

COMPANY RELEASE  |  TUESDAY, 10 MAR 2009
... to lodge forms on behalf of companies. The forms supplement the existing online forms that can already be used by AFS licensees.

Paragem tips scales for small planners

MICHELLE BALTAZAR  |  FRIDAY, 20 FEB 2009
... extends to Professional Indemnity (PI) insurance costs for each licensee. By negotiating PI insurance for one or more licensees, provided they are all high-quality businesses, the annual PI costs would come down too, he said. In separate news, Knox said ...

SuperCentral hires Negline

COMPANY RELEASE  |  THURSDAY, 5 FEB 2009
... service to financial planners and dealer groups that are developing their SMSF business. Negline said advisers and their licensees had trebled their SMSF resources. "Advisers and accountants are looking for any opportunity to reduce their time costs ...