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Showing 1311 - 1320 of 9814 results for "Advisers"

MLC Life backs adviser platform

CASSANDRA BALDINI  |  WEDNESDAY, 16 AUG 2023
MLC Life Insurance has assisted the launch of Risk Hub, a new support platform designed to help advisers excel in risk advice. Risk Hub was officially launched this month by founder and former Zurich Financial Services head of digital Marc Fabris. It ...

AMP North partners with Sandstone Insights

CASSANDRA BALDINI  |  MONDAY, 14 AUG 2023
North has partnered with Sandstone Insights to provide advisers with access to the latest equity research and analysis through the platform. AMP said the agreement is the first of its kind in the Australian platform market and reflects North's ongoing ...

Fiducian eyes IFAs, South Australia for inflows

KARREN VERGARA  |  MONDAY, 14 AUG 2023
... group's latest full-year results saw net inflows of $265 million out of the total $364 million came from its aligned advisers. Fiducian's funds under advice (FUA) increased by 5% to $4.6 billion year on year. IFAs account for 14% of total FUA. ...

BT names platform strategy lead

CHLOE WALKER  |  MONDAY, 14 AUG 2023
... delivering product development in alignment with the platform's market strategy, as it continues to focus on supporting advisers to run efficient practices. He will work alongside the strategy and product leadership team, reporting to BT chief strategy ...

ASX-listed firms partner for financial education

KARREN VERGARA  |  FRIDAY, 11 AUG 2023
... Investment Management have joined forces to provide a financial education program that utilises the expertise of financial advisers. The two ASX-listed firms launched My Financial Fitness, which provides subscribers with online content and monthly webinars ...

FSCP issues slap on the wrist to adviser

KARREN VERGARA  |  FRIDAY, 11 AUG 2023
... recommendation in relation to superannuation. From this case, Miller said it is important to note that when scoping advice, advisers must consider the risks of what is excluded from the advice, which may include that excluding an area would be inappropriate. ...

AMP provisions $50m in response to class action

ANDREW MCKEAN  |  THURSDAY, 10 AUG 2023
... ruled against AMP over its controversial change to the Buyer of Last Resort (BOLR) rules, backing AMP Financial Planning advisers who protested against the decline in their business valuations from 4x to 2.5 recurring revenue. Due to this change, businesses ...

Aware Super hires business development lead

CASSANDRA BALDINI  |  THURSDAY, 10 AUG 2023
... "In particular, Natalie will play a key role in helping us accelerate our drive to sign on more independent financial advisers to our network, ensuring we're continuing to strengthen our offer as Australia's most helpful super fund." Travis said the ...

Former advisers costs CBA $1.2bn in remediation

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2023
... 2023 financial year, of which the lion's share related to its historical aligned adviser network. The former aligned advisers were representative of Financial Wisdom, Count Financial and Commonwealth Financial Planning Limited-Pathways. CBA sold Count ...

Wall Street firms slugged $442m for recordkeeping breach

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2023
... broker-dealer and investment adviser, was additionally charged with violating certain recordkeeping provisions of the Investment Advisers Act of 1940 and with failing to reasonably supervise with a view to preventing and detecting those violations." ...