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Showing 1401 - 1410 of 4389 results for "financial Advice"

FASEA urged to clarify in-house product conflicts

ELIZABETH MCARTHUR  |  THURSDAY, 5 NOV 2020
... much to be desired. IMAP's main issue is with Standard 3, which seeks to eliminate conflicts of interest from financial advice. In the latest guidance, FASEA clarified that where advice is in the best interests of the client, safe harbour has been followed ...

Iress delivers on advice, super

ELIZA BAVIN  |  THURSDAY, 5 NOV 2020
Iress has delivered a strong revenue performance in the third quarter in Australia driven by financial advice and super which was up 12%, and secured several new mandates in the process. Iress said the Q3 result is consistent with the prior corresponding ...

More good news for Xplore

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 NOV 2020
... its shareholders approve the acquisition. Xplore's chief executive Michael Wright, formerly general manager of financial advice at BT, has been pushing ahead with a plan to bring together Xplore's four businesses - the platform, responsible superannuation ...

AFA rejigs board

ANNABELLE DICKSON  |  MONDAY, 2 NOV 2020
... president Marc Bineham who served on the board for 10 years. Nowak was previously president during the Future of Financial Advice Reform period in 2013/14 and has been a member of the AFA board for over eight years. He has been managing director of Nowak ...

Synchron hires from MLC Life

ELIZA BAVIN  |  FRIDAY, 30 OCT 2020
... her to the Synchron team. "Sarah has extensive industry experience and an excellent understanding of insurance, financial advice and practice development," Trapnell said. "She is also a 2017 NextGen graduate and a highly-valued member of the Synchron ...

NZ looks to recognise qualified Aussie advisers

KARREN VERGARA  |  WEDNESDAY, 28 OCT 2020
... Australian advisers who demonstrate competence, knowledge and skills according to its Code of Professional Conduct for Financial Advice Services. Some Australian qualifications are equivalent to, or exceed, the standards of competence, knowledge and ...

HUB24 to acquire Xplore, offloads Paragem

ELIZA BAVIN  |  WEDNESDAY, 28 OCT 2020
... announced a series of significant transactions, including plans to acquire Xplore Wealth and the sale of its financial advice business. Paying $60 million for Xplore, the platform provider said the proposed acquisition through a scheme of arrangement ...

Super SA hires former Elders manager

ELIZABETH MCARTHUR  |  MONDAY, 26 OCT 2020
Government fund Super SA has appointed a former Elders regional manager to head up its financial advice offering. Allan Ward has been appointed as senior manager financial advice at the fund. He was previously the regional manager for Elders Financial ...

FS Power50 revealed

STAFF WRITER  |  MONDAY, 26 OCT 2020
... Australian public and the advice industry itself, for the advisers who are playing a key role in shaping the future of financial advice. "Some are influencing the advice industry, be it through regulatory bodies or peer groups, others are influencing ...

Calls to axe TPB for financial advisers

ELIZABETH MCARTHUR  |  FRIDAY, 23 OCT 2020
... either ASIC or the disciplinary body, as it is unnecessary to have a separate regulator for one small area of financial advice," Ardino said. "Instead, some tax experts should be embedded within the main regulator. These are the core changes that need ...