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Showing 2141 - 2150 of 4389 results for "financial Advice"

IOOF boosts adviser compliance support

KARREN VERGARA  |  TUESDAY, 19 JUN 2018
IOOF's financial advice licensee support service has partnered with Integrity Compliance to help financial advisers manage AFSL requirements. IOOF Alliances aims to help its network of self-licensed advice businesses manage governance, risk and compliance ...

Advice group strengthens leadership team

JAMIE WILLIAMSON  |  TUESDAY, 19 JUN 2018
A boutique financial advice group appointed three senior leaders to further support its growing adviser network, including a newly-created head of adviser experience role. In announcing the hires, Fitzpatricks Group said the appointments will significantly ...

Adviser performance data vital to remuneration

JAMIE WILLIAMSON  |  TUESDAY, 19 JUN 2018
In-depth communication of business performance data in financial advice practices can play a key role in motivating team members and the creation of remuneration packages, latest research shows. The inaugural Adviser Remuneration Report from Elixir ...

The future of advice fee structures

JAMIE WILLIAMSON  |  MONDAY, 18 JUN 2018
To ensure the success of financial advice businesses in the post-Royal Commission world, financial advisers must separate planning and product advice fees, as well as benchmark both planning advice fees and portfolio performance. That is the view of ...

ASIC drags Westpac to court

KANIKA SOOD  |  MONDAY, 18 JUN 2018
... whose poor advice has already seen the bank foot a $12 million bill to remediate clients. Sudhir Sinha provided financial advice in the Perth area as an employee of Westpac between 2001 and 2014 before the bank dismissed him. Westpac identified compliance ...

HUB24 inks MDA, tech deal

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
HUB24 will deliver both a managed portfolio solution and a new administration solution to a boutique financial advice group. The $7.4 billion platform provider was selected by Fitzpatricks Private Wealth to develop a tailored managed portfolio solution ...

HESTA revamps executive lineup

JAMIE WILLIAMSON  |  WEDNESDAY, 6 JUN 2018
... Halpin has also previously held senior roles with Sunsuper, Equipsuper and Mercer across operations, technology, financial advice and service delivery. HESTA chief executive Debby Blakey said she is excited to have Halpin joining the team in July. "His ...

ASIC bans former AMP adviser

HARRISON WORLEY  |  MONDAY, 4 JUN 2018
... between 2013 and 2016. ASIC said its wealth management project - which focuses on the conduct of the largest financial advice firms - has banned 47 advisers and one director from the financial services industry. The banning of Luplau is the latest in ...

Super scorecard to shift consumer playing field

DARREN SNYDER  |  THURSDAY, 31 MAY 2018
... based on an integration of five core capabilities: strategy and governance, understanding and engaging consumers, financial advice, investment strategies and products, and assessment of consumer outcomes. Presenting the scorecard and an accompanying ...

Advisers still resistant to social media

JAMIE WILLIAMSON  |  THURSDAY, 31 MAY 2018
About 60% of financial advice practices are yet to integrate social media into client engagement strategies despite the majority of Australians using some form of social media every day. Latest research from Netwealth shows 40% of advice practices use ...