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Showing 2111 - 2120 of 4746 results for "Financial advisers"

MLC drops wrap and super admin fees

DARREN SNYDER  |  TUESDAY, 29 JAN 2019
... fall from $130 to $78 per annum. Lloyd said he is confident the new price changes will be well received by financial advisers. Additionally, NAB Financial Planning and NAB Direct Advice no longer accept grandfathered commissions from NAB Wealth superannuation ...

Franklin Templeton appoints head of retail

HARRISON WORLEY  |  FRIDAY, 25 JAN 2019
... Australia. Manuel Damianakis will join the global firm with a remit to drive its retail strategy and ensure financial advisers in Australia and New Zealand can access its investment capabilities. Damianakis is set to report to Matthew Harrison - the ...

ASIC bans former NAB, CBA advisers

JAMIE WILLIAMSON  |  THURSDAY, 24 JAN 2019
... Financial Wisdom. Geappen was licensed by Financial Wisdom from 2008 to 2016. In December 2016 he joined Dover Financial Advisers before jumping to Synchron in May 2018. According to ASIC FAR, Geappen ceased as an adviser in October 2018. ASIC said it ...

Advice dealer group seeks ASX listing

JAMIE WILLIAMSON  |  THURSDAY, 24 JAN 2019
... Securities has already been appointed lead manager to three IPOs on the ASX in 2019." AD Capital is home to about 50 financial advisers, with the group having acquired two dealer groups in 2018. "AD Capital intends to seek further advisory acquisitions ...

Pacific Current Group expands US investment

HARRISON WORLEY  |  THURSDAY, 24 JAN 2019
... growth prospects." According to PAC, the Florida based business has a mission is to improve the lives of the financial advisers it supports by providing the tools and support needed for their advice practices. As a "hybrid RIA platform", IFP provides ...

NEOS Life expands to the west coast

KARREN VERGARA  |  WEDNESDAY, 23 JAN 2019
... Sargon as the trustee of its new insurance-only superannuation fund NEOS Super Plan. NEOS Super Plan provides financial advisers with a pay-by-super option for their client's NEOS Protection life insurance policies, Yardley said.

Copia hires from Zenith

KANIKA SOOD  |  WEDNESDAY, 23 JAN 2019
... operating officer Sam Cole said the multi-affiliate is now focusing on articulating its boutiques' capabilities to financial advisers - after getting them onto major platforms. "We're delighted to have someone of Anthony's calibre join our team. Anthony ...

Managed accounts not immune to Royal Commission

KARREN VERGARA  |  TUESDAY, 22 JAN 2019
... Commission will have on remuneration and product recommendations. The Fold Legal chair Claire Wivell Plater urges financial advisers not to be "naive" in thinking that managed accounts are not subject to the same conflicts of interest as larger institutions. ...

SelfWealth launches ETF

KARREN VERGARA  |  WEDNESDAY, 16 JAN 2019
... revenue stream to the company," he said. Further, Ward said the SelfWealth Adviser Platform, which enables financial advisers to manage client portfolios, continues to be rolled out, and more advisers are set to join in early 2019. Also set to launch ...

IOOF, ANZ deal not in best interests of members: Morningstar

JAMIE WILLIAMSON  |  WEDNESDAY, 16 JAN 2019
... APRA, the estimate was $9.30 per share. Going forward, Morningstar expects IOOF will struggle with attracting financial advisers and funds, and may also be the target of a number of class actions. More proactive regulation by ASIC and higher compliance ...