Search Results | Showing 141 - 150 of 777 results for "AFSL" |
| | iFactFind has appointed Bill Taylor to the newly created position of chief operating officer. Taylor, who was previously business manager at Trapeze Group and led the Asia Pacific division of global event automation platform Certain, will spearhead ... |
| | | ... to provide consumers with access to affordable and quality advice, Fin365 said. Acquiring miPlan provides Fin365 with an AFSL and consumer-facing brand required to build out its hybrid advice model which will now also offer investment and insurance solutions. ... |
| | | The move to self-licensing continues to grow as a Victoria-based advice practice scored its own AFSL after operating under a dealer group for 13 years. Armed with a new AFSL, Retireinvest has rebranded to Templeton Advice Group. Templeton has three ... |
| | | ... trend Rainmaker found is the rapid rate in which advisers moved between licensees. In 2021, nearly 13% switched to a new AFSL. Another finding was the shift towards the non-aligned sector, which is growing at an unprecedented rate, Rainmaker said. The ... |
| | | ... non-aligned segment lost 653 advisers and ended the year with 11,767. The SMSF Advisers Network is the largest non-aligned AFSL (647) and owns 5.8% of the market. Synchronised Business Services (422) comes second place, along with Capstone Financial ... |
| | | ... process of developing recommendations. Superannuation funds make their own independent voting decisions. ACSI already holds an AFSL and provides its advice free of charge to companies the subject of the advice." The Australian Institute of Superannuation ... |
| | | The financial advice industry lost more than 2200 advisers this year, marking an 11% year-on-year drop to 18,822. Rainmaker modelling of ASIC's Financial Adviser Register reveals that only 18,822 advisers are left as of yesterday, December 16. At ... |
| | | ... to continue charging fees to these members, engaged in misleading or deceptive conduct and breached its obligations as an AFSL holder to provide services efficiently, honestly and fairly. It is seeking declarations, pecuniary penalties and other orders ... |
| | | ... The Federal Court has found Caddick and her company, Maliver, carried out a financial services business without holding an AFSL. The court has therefore ordered that Maliver be wound up and Caddick's assets be collected, sold and funds distributed ... |
| | | The number of women working in the financial advice industry has dropped to 21% compared to 25% two years ago. Rainmaker's modelling of the September ASIC Financial Adviser Register shows that only one in five financial advisers out of the total pool ... |
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