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Showing 1581 - 1590 of 4746 results for "Financial advisers"

AMP advisers low priority for ASIC

ELIZABETH MCARTHUR  |  WEDNESDAY, 15 JUL 2020
... that the Australian Small Business and Family Enterprise Ombudsman has received over 100 complaints from the financial advisers affiliated with AMP. Those complaints were about the BOLR changes, AMP applying legislative changes to grandfathered commissions ...

Regtech adds to advisory board

ALLY SELBY  |  MONDAY, 13 JUL 2020
... commercialisation and international expansion. Asendium is an automated compliance document generation system for financial advisers. It was founded in 2019.

FASEA brings back remote tests

ELIZABETH MCARTHUR  |  FRIDAY, 10 JUL 2020
... Geelong, Ballarat, Traralgon and Albury/Wodonga physical exam locations will continue to be offered. However, financial advisers who need to sit the exam in metrpolitan Melbourne will have the option of doing it online. At the end of June FASEA released ...

US surpasses Asia Pacific for HNWI growth

ELIZABETH MCARTHUR  |  FRIDAY, 10 JUL 2020
... until the end of April 2020. Capgemini believes this volatility means HNWI clients will need new solutions from financial advisers and product providers. "In the face of today's extraordinary uncertainty, wealth managers and firms are finding themselves ...

BT un-aligns group insurance, awards mandate

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 JUL 2020
... currently facing a class action from policy holders arguing that the recommendations made by Westpac aligned financial advisers breached fiduciary and statutory duties. A trial date has been scheduled for May 2021.

Advisers switch platforms amid pandemic

ALLY SELBY  |  TUESDAY, 7 JUL 2020
New research has revealed Australia's financial advisers switched between various investment platforms in their search for better service and support in the wake of the Royal Commission and COVID-19 pandemic. Investment Trends' 2020 Planner Technology ...

JBWere to add 50 to team

ELIZA BAVIN  |  FRIDAY, 3 JUL 2020
NAB has announced it is looking to boost its team at JBWere with the recruitment of 50 new bankers and financial advisers. NAB said the move is part of a strategy to provide high-net -worth clients with a single point of access for their financial needs. ...

SG Hiscock, Morgan Stanley launch global equity funds

ELIZA BAVIN  |  THURSDAY, 2 JUL 2020
... director Daniel Vanden Boom said SGH has strong existing relationships among dealer groups and independent financial advisers which the Partnership Program aims to build upon. "Our firm manages in excess of $10 billion for Australian institutional investors ...

New appointment to TAA board

ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
... Blue is an advice firm licensed by AMP Financial Planning. TAA represents AMP Financial Planning and Hillross financial advisers, and its board is made up of representatives from both licensees. Prior to joining Invest Blue, Mogg worked in a variety ...

Super for women under scrutiny

ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
... of Advice." Lusher is concerned that coaches may not have the same level of accountability as professional financial advisers when offering guidance that may impact consumer's finances. Hobbs said Verve does not charge higher fees to cover its additional ...