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Showing 1911 - 1920 of 9816 results for "Advisers"

AMP reports $252m loss

KARREN VERGARA  |  THURSDAY, 10 FEB 2022
... improved investment markets and a reduction in net cash outflows. The North platform saw inflows from external financial advisers increase by 18% to $1.3 billion. SuperConcepts, which services 41,754 SMSFs, recorded total assets under administration ...

AFA Practitioner Community appoints new leaders

KARREN VERGARA  |  THURSDAY, 10 FEB 2022
The Association of Financial Advisers welcomed a new chair and deputy chair to its Practitioner Community. AFA Group Wealth founder John Cachia was named chair, while Mazi Wealth founder Deline Jacovides serves as deputy chair. "Our key role is to be ...

AFA responds to Quality of Advice Review

KARREN VERGARA  |  THURSDAY, 10 FEB 2022
The Association of Financial Advisers hopes that the upcoming industry review will listen to the voices of clients and overhaul the advice process. In its submission to the draft terms of reference for the Quality of Advice Review, the AFA is calling ...

Iress wins new mandate

ELIZABETH MCARTHUR  |  MONDAY, 7 FEB 2022
... Iress' financial advice software Xplan to use across its operations. Iress will support the more than 400 partners and advisers that are part of the Findex network under the new mandate. These Findex partners and advisers cater to more than a quarter ...

BetaShares launches new bond ETF

CHLOE WALKER  |  MONDAY, 7 FEB 2022
... bonds. "OZBD has been designed to be a core portfolio allocation for fixed income for Australian investors and their advisers. OZBD's intelligent investment approach seeks to avoid the shortcomings of traditional debt-weighted indices and aims to provide ...

Allan Gray Australia reduces fees

CHLOE WALKER  |  FRIDAY, 4 FEB 2022
... the long term. "We don't believe in legacy pricing or negotiated fee deals." Further, Barr stated that financial advisers and individuals will pay no asset-based administration fees for any Allan Gray Australia managed funds that they hold. "All ...

RI Advice slapped with $6m penalty

KARREN VERGARA  |  FRIDAY, 4 FEB 2022
... against RI Advice sends a strong message to financial services licensees to properly monitor the advice given by their advisers to make sure consumers are protected." Justice Moshinsky determined that RI Advice, a former ANZ subsidiary that is now owned ...

FPA calls for stronger experience pathway

KARREN VERGARA  |  FRIDAY, 4 FEB 2022
... in authorised financial planners to date and post the exam compliance cut off, will fail to attract exited financial advisers back, nor will it remove the regulatory burden, duplication and inefficiencies which have led to the significant increase in ...

Synchron appoints compliance lead

ELIZABETH MCARTHUR  |  FRIDAY, 4 FEB 2022
... was group general manager for compliance at Lifestyle Asset Management and director and responsible manager at the SMSF Advisers Network. Earlier in his career he was an authorised representative at Interprac Financial Planning and Hillross. "Phil has ...

New operations chief for advice tech start-up

CHLOE WALKER  |  FRIDAY, 4 FEB 2022
... Zealand's financial planning market. He will also drive the group's business development strategy and work with financial advisers and AFSLs to deliver practice efficiencies. Taylor will report to iFactFind chief executive Paul Moran. "iFactFind is poised ...