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Showing 2011 - 2020 of 9816 results for "Advisers"

Licensee chair steps down

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
... team, as well as monitor the group's management and performance. Miles founded Fortnum in 2010 to support financial advisers seeking an alternative to the large institutionally owned dealer groups that dominated the landscape at the time. His career ...

Centrepoint partners with Iress

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
... Vigilante said the automated solution will result in reduced time spent on paper-based administration and data entry for advisers, as well as increased connectivity between licensees, advisers, clients, and platforms. The new law, which took effect on ...

MLC Life expands retail distribution leadership

JAMIE WILLIAMSON  |  TUESDAY, 9 NOV 2021
... have been made to the life insurer's retail distribution team as part of its increased focus on supporting financial advisers. MLC Life has appointed a head of retail distribution governance and key accounts as well as a senior manager of retail distribution ...

Gwen Fletcher Memorial Award winner revealed

ELIZABETH MCARTHUR  |  TUESDAY, 9 NOV 2021
... Financial Planning Association of Australia (FPA). Sydney-based financial adviser Susan Buda of Brady & Associates Financial Advisers has taken home the award. The Gwen Fletcher Memorial Award recognises the highest performing student in the Certified ...

AustralianSuper, LUCRF push ahead on merger

ELIZABETH MCARTHUR  |  MONDAY, 8 NOV 2021
... towards a merger. This agreement follows the successful completion of due diligence by the two funds and their respective advisers. LUCRF Super and AustralianSuper are now targeting a completed merger before the end of the 2021/2022 financial year. The ...

Carlyle Group bids for Link

ANNABELLE DICKSON  |  FRIDAY, 5 NOV 2021
... The Link board said it is considering the proposal and has since appointed Macquarie Capital and UBS as its financial advisers and Herbert Smith Freehills as its legal adviser. "Shareholders do not need to take any action in relation to the proposal. ...

ASIC outlines ROA guidance

ANNABELLE DICKSON  |  FRIDAY, 5 NOV 2021
The corporate regulator released examples of Records of Advice (ROA) to provide clarity to financial advisers and licensees on their obligations when using them for clients. The information sheet, INFO 266 FAQs: Records of Advice, provides answers to ...

ASIC bans adviser over Linchpin, Endeavour fund

ANNABELLE DICKSON  |  THURSDAY, 4 NOV 2021
... provide appropriate advice in the best interests of his clients and prioritised his own interests ahead of his clients. "Advisers have a duty to provide advice that prioritises their client's interests ahead of their own interests and/or the interests ...

Wealthwise acquires holistic advice firm

KARREN VERGARA  |  THURSDAY, 4 NOV 2021
... that will add considerable value to the joint entity," he said. The Wealthwise group has now expanded to 11 financial advisers across four locations: Osborne Park, Mandurah, Rockingham and Cockburn Central. Luxton said the group had no immediate plans ...

Fiducian acquires $1.1bn advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 3 NOV 2021
... acquisition sees Fiducian's footprint in South Australia and the Northern Territory swell significantly. More than 50 advisers will also come across in the deal, bringing Fiducian's total network to 92. Following the completion of the transaction ...