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Showing 1181 - 1190 of 1714 results for "Register"

NAB gives advisers 3 years to meet tougher standards

LAURA MILLAN  |  MONDAY, 25 AUG 2014
... making cost-effective financial advice accessible to all Australians." Hagger said MLC also supports an enhanced national register of financial advisers, and consumers having open access to information about the ownership and independence of their financial ...

Research group launches adviser rating app

LAURA MILLAN  |  THURSDAY, 21 AUG 2014
Consumers will be able to rate their financial planners through a mobile app, which includes an adviser register and is part of the broader Most Trusted Advisers network. The Beddoes Institute launched the network, the register and the app yesterday ...

Advisers to study for 200 hours under TASA

LAURA MILLAN  |  WEDNESDAY, 20 AUG 2014
Planners registered as tax financial advisers with the Tax Practitioners Board (TPB) will have to undertake at least 200 hours of study covering Australian taxation and commercial law. Advisers who are members or are seeking membership of a professional ...

Age of the billion-dollar financial adviser

MICHELLE BALTAZAR  |  MONDAY, 18 AUG 2014
... business to run more than a billion dollars in funds, and why the time is ripe to transition into managed accounts. To register for the forum, click here. The FS Managed Accounts magazine and the inaugural Financial Standard Adviser Survey on Managed ...

Advice group sues online forum over negative review

LAURA MILLAN  |  MONDAY, 18 AUG 2014
Financial planning firm WCS Group has started legal action against forum website Whirlpool over comments posted by a user named 'homemadecook.' WCS Group is a financial planning and mortgage broking business within NAB-owned dealer group Apogee. As ...

Licensee transparency far more urgent than advice register

LAURA MILLAN  |  THURSDAY, 14 AUG 2014
... for licensees to provide references when an adviser leaves a dealer group is more urgent than the government's advice register, the Association of Financial Advisers (AFA) chief executive Brad Fox said. "My belief is that it's more important and more ...

CBA posts record profit, strong wealth management growth

LAURA MILLAN  |  WEDNESDAY, 13 AUG 2014
Commonwealth Bank (CBA) has reported an $8.6 billion net profit after tax for the year ended June 30, 2014, up 12% from last year. The group registered strong growth in its wealth management division, with average funds under administration (excluding) ...

Do not take adviser loyalty for granted: research

LAURA MILLAN  |  TUESDAY, 12 AUG 2014
Platform providers should not take financial adviser's loyalty for granted, as new research shows that planners are exercising choice when it comes to platforms. The number of advisers using a platform due to the dealer group's preferences has fallen ...

CBA, ASIC unveil details of new compensation scheme

LAURA MILLAN  |  FRIDAY, 8 AUG 2014
... compensation program that CBA put in place in July 2012. However, customers included in this process are also eligible to register for the Open Advice Review program. Read the original document on Commonwealth Financial Planning new license conditions ...

Advice register talks focus on financial advice scope

LAURA MILLAN  |  MONDAY, 4 AUG 2014
At its first meeting last week, the government's industry committee on the proposed register of advisers focused what kind of financial advisers should be included. The advice register working group met last Thursday and will meet again before mid-August ...