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Showing 2071 - 2080 of 4746 results for "Financial advisers"

Smaller platforms continue to excel

HARRISON WORLEY  |  WEDNESDAY, 13 MAR 2019
... the last year despite facing difficult regulatory conditions. "Many platforms have lifted their game to help financial advisers improve efficiencies in their practice," Choi said. "Many improvements are made with the goal of helping advisers reduce their ...

Advisers to return US$125m in fees

KANIKA SOOD  |  TUESDAY, 12 MAR 2019
Financial advisers in the US are set to return about US$125m million to retail customers after a regulatory clampdown on inadequate fee disclosures last year. The Securities and Exchange Commission charged 79 people, including well-known names such ...

Platform rebrands for next phase

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2019
... and will be accompanied by a program to familiarise the market and clients on its offer, and how it can help financial advisers and their clients. "The directors believe that the business is well placed for growth. Our renewed focus is on offering advisers ...

Risk advice a hard sell: Research

KARREN VERGARA  |  THURSDAY, 7 MAR 2019
... review of the Life Insurance Framework reforms, Bailey said collaboration between regulators, policymakers, financial advisers and insurers is essential to ensure the review will help determine the choices consumers have in accessing expert help with ...

FPA launches FASEA policy, education hub

JAMIE WILLIAMSON  |  THURSDAY, 7 MAR 2019
Financial advisers can now access up to date and easy to understand information about education policy developments via an online education hub from the Financial Planning Association of Australia. The FPA's Return to Learn portal was rolled out this ...

New retirement loan launches

KARREN VERGARA  |  WEDNESDAY, 6 MAR 2019
A new debt product that facilitates funding needs for financial advisers' retiree clients has launched. Household Loan, backed by specialist retirement funding provider Household Capital, enables retirees to draw equity from the family home to fund ...

Global fund launches in retail market

KARREN VERGARA  |  WEDNESDAY, 6 MAR 2019
... available to retail investors via the Netwealth and HUB24 platform. The Loomis Sayles Global Equity Fund targets financial advisers and direct investors. Investors Mutual Limited (IML) is the responsible entity for the fund, incepted on 1 November 2018. ...

Financial advisers evolving as wealth managers: Report

KARREN VERGARA  |  MONDAY, 4 MAR 2019
Financial planners are increasingly repositioning themselves as asset allocators instead of stock pickers, according to Investment Trends. The research firm's survey of nearly 1000 financial planners and stockbrokers found about one in four (25%) ...

Grandfathered commissions ban unconstitutional: Association

JAMIE WILLIAMSON  |  MONDAY, 4 MAR 2019
... Liberal parties are drafting bills to push the ban through ahead of the Federal election in May at the expense of financial advisers and consumers, he said. The AIOFP is calling on advisers to assist with the cost of the action and to "fight for our ...

BT adds extra capability to life quote software

HARRISON WORLEY  |  FRIDAY, 1 MAR 2019
Financial advisers using BT's life insurance quote and application software will enjoy new enhancements after the wealth group rolled out an update. Two new features have found their way into BT's LifeCENTRAL+ and are set to make life easier for financial ...