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Showing 1791 - 1800 of 4746 results for "Financial advisers"

Half of all AFSL applications approved

ELIZABETH MCARTHUR  |  MONDAY, 16 DEC 2019
... AFSLs who have not yet updated the Financial Adviser Register that they need to add new details about their financial advisers by 1 January 2020. New information on advisers is required by AFSLs under the most recent professional standards reforms for ...

Dealer group launches transition support service

HARRISON WORLEY  |  FRIDAY, 13 DEC 2019
... self-licensees to seamlessly navigate and embrace those elements of change." Lifespan is home to more than 180 financial advisers.

Sam Henderson attempts to set record straight

ELIZABETH MCARTHUR  |  FRIDAY, 13 DEC 2019
... that exact number is unconfirmed, suicides in the industry have been widely reported and the Association of Financial Advisers and Financial Planning Association of Australia have each put resources behind mental health initiatives to support members. ...

Practice profitability at risk: MLC Life

JAMIE WILLIAMSON  |  FRIDAY, 13 DEC 2019
... Framework changes come into effect on January 1. New research commissioned by MLC Life shows commission-only financial advisers - particularly those with complex clients - need to examine their cost base to ensure future sustainability as maximum upfront ...

Advisers better learn what women want: Research

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 DEC 2019
New research from Allianz Retire+ suggests that if financial advisers want to keep clients happy and gain referrals, they need to better understand the advice needs of women. The research, which looked at the 10 years before retirement and in retirement ...

AMP to cut contribution fees

JAMIE WILLIAMSON  |  WEDNESDAY, 11 DEC 2019
AMP has informed licensees and financial advisers it will phase out contribution fees in Q1 2020. In a letter from AMP managing director of superannuation, retirement and platforms Lara Bourguignon, AMP has said it will cease charging and paying contribution ...

Platform appoints TPB director

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 DEC 2019
... years. Berry was formerly chair of the Financial Planning Association of Australia, chair of the Institute of Financial Advisers in New Zealand and chair of a CountPlus subsidiary. She also brings experience as an Australian representative on the International ...

Integration of super advice business completes

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 DEC 2019
... industry fund First State Super is being tied up. The ASIC Financial Adviser Register showed hundreds of StatePlus financial advisers as 'ceased' earlier this week. This was an administrative action as StatePlus is brought in-house at the fund. "The ...

Aussies unprepared for wealth transfer

ALLY SELBY  |  MONDAY, 9 DEC 2019
... misunderstandings when it comes time to distribute inheritance," This creates a significant opportunity for financial advisers, Baker said. "If you don't know where to start, having a conversation with a financial adviser can be a good step in helping ...

Advice dealer group rebrands

HARRISON WORLEY  |  MONDAY, 9 DEC 2019
... benefit from its tighter integration within the Sargon family. The licensee is currently home to about 110 financial advisers. "Since the acquisition, we have aligned and strengthened our processes, procedures and governance with Sargon, whilst continuing ...