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Showing 1261 - 1270 of 4744 results for "Financial advisers"

Industry associations slam last resort scheme

KARREN VERGARA  |  FRIDAY, 13 AUG 2021
... Financial Planning Association of Australia, Institute of Public Accountants, SMSF Association, Association of Financial Advisers, Stockbrokers and Financial Advisers Association, and the Boutique Financial Planning Principals Association are pushing ...

Sunsuper, Iress launch adviser data feed

KARREN VERGARA  |  TUESDAY, 10 AUG 2021
Sunsuper and Iress have launched a solution that enables financial advisers to efficiently access clients' superannuation data. Advisers can now access super information in their clients' portfolios when using Iress' advice software Xplan. ...

BT Panorama down for a week

ELIZABETH MCARTHUR  |  MONDAY, 9 AUG 2021
... in their development process?" A spokesperson for BT provided Financial Standard with communication sent to financial advisers from BT head of platforms Kieran Varcoe in which he apologised for the outage. "We know that some clients have raised questions ...

Single disciplinary body consultation opens

KARREN VERGARA  |  FRIDAY, 6 AUG 2021
... looks at the types of administrative sanctions made against a financial adviser that must be included on the Financial Advisers Register. There were mixed responses from critics. "As part of the consultation on the exposure draft legislation for the ...

Evalesco acquires boutique firm

ANNABELLE DICKSON  |  THURSDAY, 5 AUG 2021
Evalesco Financial Services recently finalised the acquisition of former Association of Financial Advisers national president Marc Bineham's advice firm. Evalesco, led by Marshall Brentnall, Jeff Thurecht and Jules Knox, has taken on Noall & Co's ...

FS Power50: Final days to nominate

STAFF WRITER  |  THURSDAY, 5 AUG 2021
... is only two days left to get your nominations in for the 2021 FS Power50, celebrating the most influential financial advisers in Australia today. The FS Power50 recognises the 50 most influential financial advisers, as voted by Financial Standard readers. ...

Centrepoint names chief executive

KARREN VERGARA  |  WEDNESDAY, 4 AUG 2021
... expanding our service offering and digitising key services." As a provider of advice and business services to financial advisers, Centrepoint had over 70 authorised representatives at the end of FY21.

Six Park lowers minimum investment to $2k

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 AUG 2021
... "This is also clear to our growing number of partners, who come from a diverse range of backgrounds, including financial advisers, accountants, and wealth coaches. All of these partners recognise the importance - and indeed the responsibility - of providing ...

Investment Trends adds to team

KANIKA SOOD  |  TUESDAY, 3 AUG 2021
... and ESG. Its managed accounts report published last week said, over the last five years, the proportion of financial advisers who recommend managed accounts has doubled from 22% to 44%, with 70% already using or planning to use managed accounts.

Former Millennium3 representatives cop ban

KARREN VERGARA  |  TUESDAY, 3 AUG 2021
... they breached their duties while working as director and officer respectively. Neither Parry nor Price were financial advisers. Parry was sole director and secretary of NCFS between 4 September 2008 and 15 October 2020. Price has been an officer and ...