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Showing 1481 - 1490 of 4746 results for "Financial advisers"

Frydenberg unveils Retirement Income Review

KARREN VERGARA  |  FRIDAY, 20 NOV 2020
... said, working with the advice industry and ASIC to reduce the red tape and increase the professionalisation of financial advisers. Pointing to the super gender gap, Hume does not see the gap closing but narrowing over time.

FPA board member joins new firm

ELIZABETH MCARTHUR  |  THURSDAY, 19 NOV 2020
... Melbourne based financial services consultancy was founded by Rob Jones and Michael Harrison, both former Shadforth financial advisers. Matheson joins as principal consultant and general manager for the firm's iDELIVER program. Jones said it has seen ...

Financial adviser reference checks under scrutiny

ELIZABETH MCARTHUR  |  THURSDAY, 19 NOV 2020
ASIC has released a consultation paper seeking feedback on reference checking protocols for financial advisers and mortgage brokers. Requiring financial advisers to have reference checks was one of the recommendations to come out of the Royal Commission. ...

Praemium improves on-boarding

KARREN VERGARA  |  WEDNESDAY, 18 NOV 2020
A new functionality on the Praemium platform is helping financial advisers on-board clients more efficiently. Praemium's integration with Iress' financial planning software Xplan enables advisers to initiate new applications more seamlessly. The new ...

Old problem needs new solution: Research

ANNABELLE DICKSON  |  WEDNESDAY, 18 NOV 2020
Financial advisers need to adopt a new approach to providing income for retiree clients, according to Allianz Retire+. Following the Reserve Bank of Australia's (RBA) latest cash rate cut, down to 10 basis points, retirees with a large allocation to ...

ASIC opens consultation on scaled advice

ANNABELLE DICKSON  |  TUESDAY, 17 NOV 2020
The Australian Securities and Investments Commission (ASIC) is calling on financial advisers to provide feedback to its consultation paper on affordable scaled advice. As previously announced last month, ASIC's latest consultation paper, Promoting access ...

Fintech to take on super with new hire

ELIZA BAVIN  |  MONDAY, 16 NOV 2020
... experience. Prior to taking the role at Stake, Kitto worked as an SMSF specialist at Intello, Solutions for Financial Advisers. He has also worked as director at Superfund Partners and general manager of Superfund Wholesale. Most recently, he had been ...

CountPlus to continue acquisition spree

ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
... rejigged its adviser cohort to ensure they meet the professional standards in place. Rowe said a further 240 financial advisers have enquired to join Count Financial but they must meet these standards. "We remain vigilant with our growth plans and only ...

Cashwerkz director departs

ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
... bond income business, offering greater access to bond and fixed income solutions for wholesale investors and financial advisers. Further to the launch of Bond Income, Cashwerkz launched a funds incubator named Fund Income to support new managers entering ...

Advice firms need technology to survive: FPA

ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
... The Financial Planning Association's (FPA) recent survey undertaken by CoreData found that just over half of financial advisers surveyed (50.7%) believe advice businesses with outdated technology will not survive. The FPA argues that the implementation ...