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Showing 111 - 120 of 227 results for "Marsh"

Advisers demand self-licensing regime: Poll

KARREN VERGARA  |  MONDAY, 16 JUL 2018
A majority of financial advisers would welcome an overhaul of the AFS licensing regime, a recent survey shows. The majority (78%) of financial advisers polled in Financial Standard's sister publication FS Advice would prefer to be self-licensed, similar ...

Advised clients and their most frequently asked questions

KARREN VERGARA  |  MONDAY, 9 JUL 2018
Looking back on the 2017-18 financial year, Financial Standard wants to know the most common financial advice clients requested. This week the Financial Standard spot poll asks where did advisers spend the most time actually delivering advice in FY18? ...

Statements of Advice: Out with the old

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
Compliance requirements for financial advisers are on the rise and practices clinging to ancient technology will need to use their imagination and embrace change in order to keep up. Discussing the value of technology at a recent Advice Intelligence ...

FPA predicts self-licensing tsunami

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
The Financial Planning Association of Australia's policy lead believes the current AFS licensing regime is standing in the way of financial advisers delivering greater value. During a discussion about goals-based advice at a recent Advice Intelligence ...

IOOF boosts adviser compliance support

KARREN VERGARA  |  TUESDAY, 19 JUN 2018
IOOF's financial advice licensee support service has partnered with Integrity Compliance to help financial advisers manage AFSL requirements. IOOF Alliances aims to help its network of self-licensed advice businesses manage governance, risk and compliance ...

GROW Super seeks RSE licence

JAMIE WILLIAMSON  |  MONDAY, 28 MAY 2018
... different APRA-regulated super funds; OneVue's trustee business Diversa is a popular choice. OneVue head of product Brett Marsh says: "These days it's very difficult to get a new super fund up and running and so this model fits with their individual ...

Baby boomers receive $259 million, pension work bonus lifted

KANIKA SOOD  |  TUESDAY, 8 MAY 2018
Working baby boomers who also receive age pensions will now be able to earn up to $300 a fortnight before the Government starts to trim their pension payments. The 2018 Budget initiative formed part of Treasurer Scott Morrison's $258.6 million baby ...

Royal Commission sees increased ASIC, APRA funding

ALEX BURKE  |  TUESDAY, 8 MAY 2018
Both ASIC and APRA will receive additional payments from the Government in light of the financial services Royal Commission. ASIC will receive $10.6 million over two years from 2017-18 and APRA will receive $2.7 million in 2018-19. The Government said ...

What the associations want from Budget 2018

KANIKA SOOD  |  TUESDAY, 8 MAY 2018
When the clock strikes half past seven and Treasurer Scott Morrison starts to read his speech, here is what Australia's major financial services associations will be hoping for. Financial Planning Association (FPA) In a 45-page pre-budget submission ...

Aurora repays stolen $1 million

ALEX BURKE  |  TUESDAY, 27 MAR 2018
Aurora Funds Management has repaid the $1 million misappropriated from its Buy-Write Income Trust (AUP). The money, which Aurora traced to SIV Asset Management (SAM), formerly known as Aurora Funds Limited, was fully repaid into AUP. In addition, Aurora ...