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Showing 1201 - 1210 of 4745 results for "Financial advisers"

Advisers query super changes

ANNABELLE DICKSON  |  TUESDAY, 19 OCT 2021
Financial advisers have been focused on mitigating the impacts of COVID-19 on superannuation for their clients, according to BT. BT's technical team received over 2000 enquiries from advisers in the September quarter and the most asked question was ...

Talaria lists strategies on Chi-X

KARREN VERGARA  |  MONDAY, 18 OCT 2021
... teams. In his most recent role as portfolio specialist, Hannigan was responsible for the retail distribution to financial advisers in the NSW, ACT and West Australian markets.

Industry mixed over FSC advice framework

ANNABELLE DICKSON  |  FRIDAY, 15 OCT 2021
... dealer group is unsure whether the FSC is trustworthy - particularly for risk advisers. The Association of Financial Advisers (AFA), The Advisers Association (TAA) and Synchron support changes that will lead to affordable advice for consumers and relieving ...

ASIC extends SoA relief measure

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
... ASIC said it extended this relief after an industry consultation found that the relief was quite helpful for financial advisers in the current circumstances. Further, ASIC is reintroducing a relief measure that gives advisers additional time to give ...

myprosperity launches new platform

ELIZABETH MCARTHUR  |  WEDNESDAY, 13 OCT 2021
Financial services platform myprosperity launched its latest technology offering for financial advisers. The service is called Rooms and aims to create a collaborative, fully digital service where households and businesses can connect with financial ...

FSC advice reforms slash time, costs by 30%

KARREN VERGARA  |  TUESDAY, 12 OCT 2021
... reforms by the FSC be successfully implemented, the cost could potentially drop to $3360-$3467 or 35%-37%. Financial advisers would then only take up to 16.8 hours to produce the advice. These reforms include removing the safe-harbour steps, which will ...

Shaw and Partners awards tech mandate

ANNABELLE DICKSON  |  MONDAY, 11 OCT 2021
... experience. Shaw and Partners implemented LAB Group's white labelled client onboarding solution, LABform, to support financial advisers and desk assistants to originate domestic and international equity trading accounts for their clients. LAB Group also ...

Fiducian adds $38m FUA to network

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
... policy not to disclose the names of advisers that join its network. According to Rainmaker's analysis of ASIC Financial Advisers Register, Fiducian currently has 78 authorised representatives, spread across New South Wales (34), Victoria (18), Tasmania ...

Advice on ageing key to future success: CFPs

JAMIE WILLIAMSON  |  THURSDAY, 7 OCT 2021
Knowing more about financial issues related to ageing will ensure success for financial advisers in the years to come, according to more than half of all CFP professionals. The Financial Planning Standards Board recently surveyed 4250 certified financial ...

PFAN appoints chair, deputy

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... currently head of marketing at Ignition Advice and was previously general manager, marketing at the Association of Financial Advisers (AFA). She was senior marketing manager at NEOS Life and head of retail marketing at TAL Life. The board members include ...