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Showing 2141 - 2150 of 9816 results for "Advisers"

CSLR unfairly locks out some victims: Maurice Blackburn

ELIZABETH MCARTHUR  |  MONDAY, 16 AUG 2021
... Financial Planning Association of Australia, Institute of Public Accountants, SMSF Association, Association of Financial Advisers, Stockbrokers and Financial Advisers Association, and the Boutique Financial Planning Principals Association have also opposed ...

Industry associations slam last resort scheme

KARREN VERGARA  |  FRIDAY, 13 AUG 2021
... Financial Planning Association of Australia, Institute of Public Accountants, SMSF Association, Association of Financial Advisers, Stockbrokers and Financial Advisers Association, and the Boutique Financial Planning Principals Association are pushing ...

Perpetual acquires advice firm

KARREN VERGARA  |  THURSDAY, 12 AUG 2021
... of assets. Established in 2015, Jacaranda Financial Planning caters to the high-net-worth market with a team of nine advisers based in Sydney and Melbourne. Jacaranda has 24 staff members altogether, founded by principals Brett Stene and Jeannie McKenzie ...

AMP flags recovery, profit jumps

KARREN VERGARA  |  THURSDAY, 12 AUG 2021
... George said: "We really want to broaden that offering to the external adviser market, because it has been more focused on advisers that have been aligned to us. I think there's a real opportunity for us and I see that as really positive growth." ...

Perpetual hires from AMP Capital

KANIKA SOOD  |  WEDNESDAY, 11 AUG 2021
... this month. Perpetual Private's multi-manager team is responsible for investment solutions implemented by Perpetual's advisers in client portfolios. Its remit includes multi-asset and single asset multi-managers funds, implemented portfolios and managed ...

Profit boost for CBA, ups remediation bill

KARREN VERGARA  |  WEDNESDAY, 11 AUG 2021
... The advice class action relates to Commonwealth Financial Planning, Financial Wisdom and CommInsure, which alleges that advisers failed to act in customers' best interest when recommending life insurance products. ASIC is also taking action against ...

ROAR launches interactive SOA tool

KARREN VERGARA  |  TUESDAY, 10 AUG 2021
... allows clients to post questions to their adviser. ROAR chief executive Kevin Liao said DynamicDocs is designed to help advisers run more efficient practices, manage compliance obligations and build a scalable proposition for low account balance clients. ...

Government passes continuous disclosure changes

KANIKA SOOD  |  TUESDAY, 10 AUG 2021
... proposed separate legislation to permanently allowed the above three. The proposal has been panned by investors and proxy advisers, but ASIC took a "no-action" position on virtual AGMs. Australian Institute of Company Directors (AICD) chief executive ...

Sunsuper, Iress launch adviser data feed

KARREN VERGARA  |  TUESDAY, 10 AUG 2021
Sunsuper and Iress have launched a solution that enables financial advisers to efficiently access clients' superannuation data. Advisers can now access super information in their clients' portfolios when using Iress' advice software Xplan. ...

BT Panorama down for a week

ELIZABETH MCARTHUR  |  MONDAY, 9 AUG 2021
BT's $169 billion platform, the largest in the country, was down all last week - leaving advisers frustrated and clients unable to move money. Disruption to BT Panorama started on Monday August 2 and full service was not restored until Sunday August ...