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Showing 1891 - 1900 of 4746 results for "Financial advisers"

CommSec responds to sale rumours

ELIZABETH MCARTHUR  |  TUESDAY, 17 SEP 2019
... Ord Minnett management for $115 million. Ord Minnett has $10.1 billion in funds under advice and 264 licensed financial advisers. The completion of that sale is expected to happen next week (September 24). The consortium was also set to acquire JP Morgan's ...

One regulatory regime enough: FSC

HARRISON WORLEY  |  FRIDAY, 13 SEP 2019
... Commissioner Kenneth Hayne in its call for a "significant" simplification of the regulatory system for tax and financial advisers. In a submission to the independent review of the Tax Practitioner's Board and Tax Agents Service Act 2009, the FSC called ...

The end of grandfathered commissions

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 SEP 2019
... legislation will see the banning of grandfathered commissions from 1 January 2021. Responding, the Association of Financial Advisers (AFA) has argued thousands of clients will be worse off without grandfathered commissions and a three-year transition ...

Suitability of managed accounts grows

HARRISON WORLEY  |  TUESDAY, 10 SEP 2019
... Forum in Sydney this morning, Netwealth head of managed investment products James Mantella told the crowd of financial advisers that the growth in managed accounts wasn't only due to their well publicised efficiency benefits. "Everyone's heard of the ...

Zurich launches new SMA

KRISTI CHENG  |  MONDAY, 9 SEP 2019
... which will be available on the HUB24 platform. The Zurich Investments Global Growth Opportunities SMA offers financial advisers the opportunity to invest in a high conviction growth strategy of up to 22 global securities, which will be selected and managed ...

Priced out: Advice affordability at risk

ELIZABETH MCARTHUR  |  MONDAY, 9 SEP 2019
The issue of affordability is plaguing the financial advice industry, further compounded by recent action taken by both AMP and MLC Wealth. Speaking at the recent Association of Financial Advisers' National Conference, AFA general manager of policy ...

Vote in the FS Power50 now

JAMIE WILLIAMSON  |  THURSDAY, 5 SEP 2019
Voting is now open for the 2019 FS Power50, compiling the most influential financial advisers in Australia. This year, Financial Standard received more than 430 nominations for the FS Power50 and the voting process has now launched with 103 advisers ...

United front but no merger: AFA

JAMIE WILLIAMSON  |  MONDAY, 2 SEP 2019
The Association of Financial Advisers has rebuffed the possibility of a merger with the Financial Planning Association of Australia but acknowledged the two bodies are increasingly recognising the strength of a single voice and a single message. Speaking ...

Secrets to selling revealed

ELIZABETH MCARTHUR  |  MONDAY, 2 SEP 2019
... Hoskin gives her tips for successfully selling a financial advice business. Appearing at the 2019 Association of Financial Advisers' National Conference, Hoskin revealed that businesses she had coached were worth much more on the open market than similar ...

Government extends FASEA deadlines

KARREN VERGARA, JAMIE WILLIAMSON  |  FRIDAY, 30 AUG 2019
The Federal Government has extended the deadlines for financial advisers to pass the Financial Adviser Standards and Ethics Authority's exam, as well as meet its qualification requirements. Assistant Minister for Financial Services, Superannuation ...