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Showing 1301 - 1310 of 4745 results for "Financial advisers"

Adviser platform satisfaction slips

ANNABELLE DICKSON  |  WEDNESDAY, 7 JUL 2021
The level of satisfaction financial advisers have with their main platform has dropped as the pandemic puts pressure on platform providers to increase capabilities, new research shows. Investment Trends' latest Adviser Technology Needs Report showed ...

Former AFA chief in new role

KARREN VERGARA  |  TUESDAY, 6 JUL 2021
The former chief executive of the Association of Financial Advisers announced his next move, which involves leading another industry body. Phil Kewin will become the president of the National Insurance Brokers Association (NIBA) from August 16. Kewin ...

ASIC announces advice affordability findings

KARREN VERGARA  |  TUESDAY, 6 JUL 2021
ASIC has revealed the major concerns of financial advisers in making advice more affordable following its nine-month review. In an effort to provide consumers access to good quality and affordable financial advice, the corporate regulator unveiled its ...

FS Power50 nominations open

ELIZABETH MCARTHUR  |  TUESDAY, 6 JUL 2021
Nominations have opened for the FS Power50, Financial Standard 's annual list of the 50 most influential financial advisers in Australia. Those hoping to nominate themselves and/or financial advisers they admire have until August 9. Now in its eighth ...

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
Some 450 financial advisers left the industry in the last month of the financial year, taking the total population to 19,544, latest ASIC data shows. As at July 1, AMP Financial Planning finished the financial year with 690 advisers, while The SMSF ...

QSuper, IFM bid for Sydney Airport

ANNABELLE DICKSON  |  MONDAY, 5 JUL 2021
... Airport board has commenced an assessment of the proposed offer and has appointed Barrenjoey and UBS as its financial advisers. The announcement comes ahead of the merger between QSuper and Sunsuper which is expected to be finalised in September, creating ...

Regulators warn trustees of super advice fee obligations

KARREN VERGARA  |  THURSDAY, 1 JUL 2021
The regulators issued a firm reminder to trustees and financial advisers to heed the new law that limits the charges on superannuation advice. From July 1, trustees and financial advisers must have the proper processes and systems in place to meet the ...

IOOF hires from AustralianSuper

ELIZABETH MCARTHUR  |  THURSDAY, 1 JUL 2021
... The company also recently completed its acquisition of MLC Wealth from National Australia Bank, adding 406 financial advisers to IOOF and making key appointments. The merger has also doubled the size of IOOF's advice business to $494 billion in funds ...

Milford lowers fees

ELIZABETH MCARTHUR  |  THURSDAY, 1 JUL 2021
... fund to bi-annual. "Since joining Milford I want to ensure that our offer reflects our commitment to support financial advisers and their clients, as well as our desire to expand our adviser client base. Advisers will now have access to the same performance ...

EOFY tips for advisers

KARREN VERGARA  |  WEDNESDAY, 30 JUN 2021
Financial advisers should keep in mind some valuable tax breaks for their businesses as the 2021 financial year comes to a close. H&R Block director of tax communications Mark Chapman told Financial Standard temporary full expensing (TLE) is one tax ...