Search Results | Showing 101 - 110 of 199 results for "IFA" |
| | | 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 ... |
| | | | ... 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) ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | 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'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 ... |
| | | | ... 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 ... |
| | | | ... 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," ... |
| | | | ... said. At the same time the group has also established two Adviser technology committees, with representatives formed from the IFA market and netwealth dealer owned Financial Planning Services Australia. "The establishment of the Adviser technology committees ... |
|