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Showing 2121 - 2130 of 4746 results for "Financial advisers"

Aussies want budget help: MoneySoft

HARRISON WORLEY  |  TUESDAY, 15 JAN 2019
... financial situation through its Personal Financial Management Platform, which it said was specifically develop for financial advisers and other finance professionals. According to Firefly Wealth founder and planner Adele Martin, young Aussies are feeling ...

International equities rule Aussie ETFs: Vanguard

HARRISON WORLEY  |  MONDAY, 14 JAN 2019
... investors. However the firm said flows into its ETFs were in some part driven by an increasing interest from financial advisers, who have been turning to the instrument in a bid to diversify portfolios for clients. Vanguard added that more institutional ...

Specialist SMSF advisers need only apply

JAMIE WILLIAMSON  |  THURSDAY, 10 JAN 2019
The final report calls for additional requirements that financial advisers must comply with before they provide SMSF advice. The Productivity Commission is again calling for specialist training for those financial advisers wishing to advise on SMSFs ...

Regulators in Productivity Commission firing line

HARRISON WORLEY  |  THURSDAY, 10 JAN 2019
... fund performance. ASIC's focus should be on the behaviour of the system's players, namely trustees and financial advisers, in addition to the appropriateness of products and disclosure. The Commission also called on the regulators to become "member ...

Advice groups sign on to HUB24

KANIKA SOOD  |  WEDNESDAY, 9 JAN 2019
... Patersons Securities, which already has an existing in-house platform called Accolade. The group currently has 113 financial advisers on its books, overseeing about $13.5 billion in CHESS-registered assets. Its Accolade platform administers about $2.4 ...

FASEA reforms see ASIC register swell

JAMIE WILLIAMSON  |  TUESDAY, 8 JAN 2019
Calls for existing financial advisers to join ASIC's Financial Advisers Register (FAR) were answered in 2018. More than 3300 names were added throughout the year. Rainmaker analysis of the ASIC Financial Advisers Register shows advisers registered ...

AFA explains stance on grandfathered commissions

DARREN SNYDER  |  FRIDAY, 21 DEC 2018
The Association of Financial Advisers has shed further light on its opposition to end grandfathered commissions, outlining considerations the financial services Royal Commission did not address in public hearings. Speaking to Financial Standard on Thursday ...

FASEA releases professional year standard

HARRISON WORLEY  |  FRIDAY, 21 DEC 2018
New financial advisers will be required to undertake 1500 hours of work activities and an additional 100 hours of structured training before becoming known as a provisional financial planner or adviser. On Thursday FASEA registered the legislative instrument ...

FASEA finalises adviser CPD standard

HARRISON WORLEY  |  FRIDAY, 21 DEC 2018
FASEA has settled on the continuing professional development requirements for financial advisers. Listening to industry consultation, the Financial Adviser Standards and Ethics Authority made several determinations upon registering the legislative instrument ...

CFS study finds managed accounts improve advice

KANIKA SOOD  |  FRIDAY, 21 DEC 2018
Financial advisers now have a number for how much more time they can expect to spend with their clients if they switch to managed accounts. A new whitepaper published by Colonial First State this week found advisers using managed accounts were spending ...