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Showing 1901 - 1910 of 9816 results for "Advisers"

NAB tops bad advice compensation bill

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
... Westpac's compensation bill came to $953.3 million. Magnitude Group, Securitor Financial Group, and other Westpac-employed advisers are due to fully remediate customers by the end of March. AMP's bad advice emanating from AMP Financial Planning ...

Managed accounts demand surges: BTFG

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
Financial advisers' appetite for managed accounts solutions boomed in the December 2021 quarter, according to BT Financial Group. BT Panorama's surge in managed accounts funds under management to $10.4 billion, a 68% jump year on year, is testament ...

Sequoia makes three appointments

ELIZABETH MCARTHUR  |  TUESDAY, 15 FEB 2022
... Australia. He joined InterPrac last year and prior to that worked at Centrepoint, Asteron and AMP in roles assisting advisers and accountants to build their businesses. Paul Griffith has been appointed regional manager for Victoria and Tasmania. Prior ...

FSCP panel members named

CHLOE WALKER  |  TUESDAY, 15 FEB 2022
... Commission Response - Better Advice) Act 2021 established the FSCP within ASIC as the single disciplinary body for financial advisers from this year. Under the new regime, ASIC is responsible for convening individual panels to consider disciplinary matters ...

Mason Stevens builds on distribution capabilities

JAMIE WILLIAMSON  |  MONDAY, 14 FEB 2022
... have someone of Ben's calibre join our growing team as we continue to provide the highest levels of service to financial advisers and their clients." Lemmon's appointment follows changes to the Mason Stevens leadership at the beginning of this year ...

Synchron names new state manager

KARREN VERGARA  |  MONDAY, 14 FEB 2022
... Regenass in January. The group's director Don Trapnell commented that Crother's experience in working with financial advisers and the fact that she is a Synchron NextGen graduate, means she has an excellent understanding of the challenges and ...

Skill shortages hitting advice firms hard

ELIZABETH MCARTHUR  |  MONDAY, 14 FEB 2022
... has observed a skilled staff shortage in advice, particularly for client service officers, associates and established advisers who can bring books to a new firm. "I have known a number of client service officers recently offered the job in or after the ...

Proxy advice reforms defeated

RACHEL ALEMBAKIS  |  FRIDAY, 11 FEB 2022
... Laws Amendment (Greater Transparency of Proxy Advice) Regulations 2021 started on February 7, and required all proxy advisers to gain a new type of Australian Financial Services Licence (AFSL) and will be required to share their recommendations on a ...

Advisers can step up to retirement planning boom

KARREN VERGARA  |  FRIDAY, 11 FEB 2022
With the passing of the Retirement Income Covenant, there has never been a better time for advisers to position themselves as retirement advice specialists. This is according to SuperEd chair Jeremy Duffield, who predicts that retirement planning will ...

Drummond Capital names strategic growth lead

KARREN VERGARA  |  FRIDAY, 11 FEB 2022
... delivering institutional investment management to the financial advice market." "Witnessing the enormous pressure that advisers have faced in recent years, has motivated me to be part of the solution - to partner with advice firms with a goal of improving ...