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Showing 1571 - 1580 of 4746 results for "Financial advisers"

Debt vulture crackdown welcome

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 JUL 2020
... are suggestions debt management and credit repair firms held to the kind of regulatory and ethical standards financial advisers are held to. The Consumer Action Law Centre wants these debt assistance providers to have membership with the Australian Financial ...

Lonsec adds to research team

ANNABELLE DICKSON  |  WEDNESDAY, 29 JUL 2020
... improving and re-imagining research, and this means we need the resources to stay ahead of the curve and give financial advisers the tools they need to deliver for their clients." "We're very excited to welcome Ron and Sebastian. Their portfolio management ...

APRA intervention blindsided AFA, FPA taskforce

ELIZABETH MCARTHUR  |  TUESDAY, 28 JUL 2020
... admitted to being blindsided by APRA's intervention on individual disability income insurance. Association of Financial Advisers chief executive Phil Kewin and Financial Planning Association of Australia chief executive Date De Gori discussed the many ...

Calls for broad default life insurance system

ELIZA BAVIN  |  MONDAY, 27 JUL 2020
... Life Insurance (CALI) campaign, includes members from AIA, MLC Life, TAL and Zurich plus the Association of Financial Advisers and Financial Planning Association of Australia. A research paper released by the group said Australia needs a broad 'default' ...

State Street to launch ESG ETF

ANNABELLE DICKSON  |  MONDAY, 27 JUL 2020
... to come at a premium. E200 will spark a new wave of investing for institutions, intermediaries, platforms, financial advisers and retail investors alike," Victor said.

Netwealth launches Milliman managed accounts

ANNABELLE DICKSON  |  FRIDAY, 24 JUL 2020
... when SmartShield was designed; they could not have foreseen that its launch would coincide with the pandemic. "Financial advisers were already facing a raft of challenges, as the industry undergoes significant adjustments and regulatory requirements ...

NULIS calls for clearer regulatory definitions

ELIZA BAVIN  |  FRIDAY, 24 JUL 2020
... revealed that its cost for those services was $2.8 million in FY19. In response to whether NULIS allows external financial advisers access to online facilities to charge for external financial advisers consented by members using their funds, NULIS said ...

Class launches Xplan integration

ALLY SELBY  |  WEDNESDAY, 22 JUL 2020
... now available for new Class Super and Class Portfolio customers as a public pilot. The data feed will enable financial advisers and accountants to seamlessly share a single, consistent and up to date view of their client's wealth, across both SMSF and ...

Hearts and Minds but no ratings

ALLY SELBY  |  TUESDAY, 21 JUL 2020
... chair; a clear conflict of interest. "I've got a little bit of a bugbear that to get on an approved list for financial advisers you've got to have particular reviews done of you," Hearts and Minds Investments chief investment officer Rory Lucas ...

Almost 2000 advisers gone so far in 2020

ELIZABETH MCARTHUR  |  TUESDAY, 21 JUL 2020
The first half of 2020 has seen almost 2000 financial advisers leave the industry amid a time of flux for the sector. In January, the ASIC Financial Adviser Register showed 23,682 active advisers, but now the register shows 21,913 advisers. That's ...