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Showing 1291 - 1300 of 4745 results for "Financial advisers"

Zenith introduces ESG classification

KARREN VERGARA  |  FRIDAY, 16 JUL 2021
... list now have a responsible investment classification. The responsible investment classification aims to help financial advisers with an environmental, social and governance (ESG) focus to select funds based on this criteria. The classifications further ...

Raiz rolls out SMSF functionality

ELIZABETH MCARTHUR  |  THURSDAY, 15 JUL 2021
... changes, no switching fees between portfolios, and no fee for automatic rebalancing. Raiz is now reaching out to financial advisers, asking them whether they think its products are in the best interests of clients and should be on approved product lists. ...

Ord Minnett appoints state lead

KARREN VERGARA  |  MONDAY, 12 JUL 2021
... respect for the heritage of the business," he said. Lane has featured in the Barron's Top 100 Australian Financial Advisers list in 2020 and 2021.

Hejaz expands with three new funds

KARREN VERGARA  |  MONDAY, 12 JUL 2021
... group, looking to take the offerings to the international stage in the near future. Hejaz currently has 15 financial advisers and is in the process of recruiting more and recently hired a business development manager. It looks to have 50 advisers on ...

FASEA scraps three-month rule

KARREN VERGARA  |  FRIDAY, 9 JUL 2021
The Financial Adviser Standards and Ethics Authority is introducing a relief that will allow financial advisers to sit the November examination regardless of their last sitting. FASEA is proposing to relax the three-month registration requirement in ...

WealthO2 launches top manager MDA

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... including BlackRock, Evergreen, Lonsec, Morningstar, Ralton AM and Zenith. As WealthO2 is the provider of the MDA, financial advisers are not required to have an MDA authority on their licence. "It's akin to a service equivalent SMA where the adviser ...

Netwealth FUA, inflows rise

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... Trends' latest Adviser Technology Needs Report revealed Netwealth as the overall top-rated platform by financial advisers at 80%. Earlier in the year, Investment Trends Platform Benchmarking & Competitive Analysis Report saw HUB24 rank first for ...

FSC launches DDO templates

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... Sally Loane said. "Our templates and standards should make life much easier for product issuers, platforms and financial advisers who would otherwise face confusing and inconsistent compliance requirements. Without this alignment, advisers in particular ...

AFA slams new SOA measures

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
The Association of Financial Advisers has hit back at ASIC and APRA for causing "confusion" and "interfering" with financial advice as they look to introduce new changes to Statements of Advice. The association points to the regulators' joint letter ...

FYG expands network

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
... Queensland-based Designing Financial Solutions joined the FYG group. ASIC adviser data shows that the group had 71 financial advisers at the end the 2021 financial year. "For me, when determining which licensee to choose, the advocacy for FYG amongst ...