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Showing 1931 - 1940 of 4746 results for "Financial advisers"

Risk advisory firms merge

KARREN VERGARA  |  WEDNESDAY, 14 AUG 2019
... protection, while MBS focuses on personal and business risk protection. The combined entity will have 18 authorised financial advisers and 40 administrative staff members. The two firms will initially operate under their own brands until a new corporate ...

ASIC to crack down on platform fees

ELIZABETH MCARTHUR  |  WEDNESDAY, 14 AUG 2019
... of the Royal Commission, ASIC has been collecting information from platforms on the fees they charge and the financial advisers using them. In a letter obtained by Financial Standard, ASIC requested the names of every retail client who had an ongoing ...

AFA names education award finalists

KRISTI CHENG  |  WEDNESDAY, 14 AUG 2019
The Association of Financial Advisers has named the 2019 finalists for its AFA Excellence in Education Award. In its 12th year now, the award recognises "the transformative power of education in advice" and rewards advisers who are "striving for excellence ...

Fidante loses $3.9bn of super fund assets

KARREN VERGARA  |  TUESDAY, 13 AUG 2019
... annuity sales dipping by 4% year on year to $3.3 billion, this business remains resilient as sales by independent financial advisers jumped 26%, Howes said. The overseas life business dragged annuity sales thanks to MS Primary sales in Japan, which were ...

Ex-ANZ adviser goes solo

ELIZABETH MCARTHUR  |  TUESDAY, 13 AUG 2019
... Alysia Laird told Financial Standard she started Zebra after 16 years with ANZ, when things started to shift for financial advisers at the big bank. "The duties of a financial planner wouldn't change but relationships with ongoing clients were potentially ...

Adviser of the Year finalists named

KRISTI CHENG  |  TUESDAY, 13 AUG 2019
... between the AFA and Zurich and represents the peak of achievement and recognition for Australia's premier financial advisers. Financial Standard is the official media partner for the 2019 AFA National Conference to be held in Adelaide, August 28- ...

AMP advisers to fight BOLR changes

JAMIE WILLIAMSON  |  MONDAY, 12 AUG 2019
... has said the group is now moving to break trust with its own people. Under contract, AMP must consult with financial advisers when considering changes to terms in addition to 13 months' notice of any move expected to have a detrimental impact, ampfpa ...

FASEA approves more coursework

KARREN VERGARA  |  MONDAY, 12 AUG 2019
... Adviser Standards and Ethics Authority has approved a number of education credits and bridging courses to help financial advisers meet its education standards. Coursework offered by the Certified Investment Management Analyst (CIMA), CFA Societies Australia ...

AFA names Female Excellence finalists

KRISTI CHENG  |  MONDAY, 12 AUG 2019
... more women to consider financial planning as a potential career. The awards, supported by the Association of Financial Advisers (AFA) and TAL, aims to "promote positive change in the financial advice sector by encouraging more women to enter the industry ...

Advisers to bear brunt of AMP failings

JAMIE WILLIAMSON  |  FRIDAY, 9 AUG 2019
... advisers, De Ferrari said. According to Rainmaker data, AMP and its aligned dealer groups was home to 2358 financial advisers as at June end. While De Ferrari said it is not about the numbers, the group's investor presentation showed about 60% of advice ...