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Showing 1 - 10 of 100+ results for "Adviser"

Capstone drops jailed adviser

KARREN VERGARA  |  FRIDAY, 15 OCT 2021
Capstone Financial Planning has revoked the authorisation of Mark Babbage, the Victorian financial adviser jailed for breaching Western Australia's strict border restrictions to attend the AFL Grand Final. Financial adviser and broker Mark Babbage ...

Industry mixed over FSC advice framework

ANNABELLE DICKSON  |  FRIDAY, 15 OCT 2021
The financial advice industry welcomes the Financial Services Council (FSC) recommendations to help reduce red tape and make financial advice more affordable, but one dealer group is unsure whether the FSC is trustworthy - particularly for risk advisers. ...

ASIC extends SoA relief measure

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
Corporate regulator ASIC is extending the temporary Statement of Advice relief measure until 15 April 2022. This marks the second time that ASIC has extended the relief measure, which enables advisers to replace SoAs with Records of Advice for existing ...

CFS adopts advice consent solution

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
... July 1, as recommended by the Hayne Royal Commission. A client who does not renew an ongoing fee arrangement with their adviser for example, will terminate the arrangement 30 days after the end of the renewal period. CFS chief distribution officer Bryce ...

AZ NGA acquires regional advice firm

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
AZ Next Generation Advisory has acquired a regional financial advice firm with $250 million in funds under management. AZ NGA is expanding to the New South Wales Hunter Region by acquiring RI Newcastle and Lower Hunter for an undisclosed amount. RI ...

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
The Financial Planning Association of Australia unveiled its shortlist of finalists for the upcoming FPA Awards. The ninth annual FPA Awards recognise the outstanding achievements of financial planners, paraplanners, university students and FPA professional ...

myprosperity launches new platform

ELIZABETH MCARTHUR  |  WEDNESDAY, 13 OCT 2021
Financial services platform myprosperity launched its latest technology offering for financial advisers. The service is called Rooms and aims to create a collaborative, fully digital service where households and businesses can connect with financial ...

Digital advice firm hires for institutional strategy

ANNABELLE DICKSON  |  WEDNESDAY, 13 OCT 2021
Ignition Advice has appointed a senior adviser to provide its senior management with guidance in executing not only its business strategy in Asia Pacific but also its global pension fund strategy. Andrew Baker is currently a director of global advisory ...

FSC advice reforms slash time, costs by 30%

KARREN VERGARA  |  TUESDAY, 12 OCT 2021
The reforms proposed by the Financial Services Council could reduce the time and cost to produce financial advice by more than 30% respectively. Modelling provided by KPMG Australia estimates that advisers incur $5334 to provide advice and spend 23.9 ...

Shaw and Partners awards tech mandate

ANNABELLE DICKSON  |  MONDAY, 11 OCT 2021
... account record. "We're proud to be part of Shaw and Partners' growth journey and grateful for the opportunity to support its adviser and client network. Shaw and Partners is effectively leveraging multiple aspects of the LAB Group offering, deriving ...
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