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Showing 2181 - 2190 of 9816 results for "Advisers"

De Gori to leave FPA

JAMIE WILLIAMSON  |  MONDAY, 26 JUL 2021
... that has increased more than 340% in recent years, and called for changes to the reference checking regime for financial advisers to be expanded to all entities providing advice. FPA chair Marisa Broome said De Gori has always put members and the financial ...

AFA announces new chief executive

KANIKA SOOD  |  MONDAY, 26 JUL 2021
The Association of Financial Advisers has appointed a new chief executive to replace Phil Kewin who resigned earlier this year. Helen Morgan-Banda will move into the role on August 2. She has nearly 10 years of experience as the chief executive of two ...

Advice firm acquires investment consultant

KARREN VERGARA  |  MONDAY, 26 JUL 2021
... members. Meredith said asset consulting groups servicing wealth management firm sometimes lack the understanding of what advisers do and how they can help them run a stronger business that provides better outcomes for clients. "We are looking through ...

FIRB updates guidance

ELIZABETH MCARTHUR  |  MONDAY, 26 JUL 2021
... framework in the coming weeks, with the review to be completed by December 10. "Investors should seek advice from key legal advisers about the impact of the new FIRB guidance in respect of your private capital investment activities in the Australian ...

AMP shakes up advice service model

KARREN VERGARA, JAMIE WILLIAMSON  |  MONDAY, 26 JUL 2021
... this morning, AMP is putting an end to all Buyer of Last Resort (BOLR) arrangements at the end of the year and giving advisers the freedom to leave the network with their clients from 2022. As part of a new service model it will institute within its ...

ASIC industry levy to increase

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
Financial advisers will need to fork out an extra 27% to pay the regulator's industry funding levy for the 2021 financial year. Advisers will pay $71.354 million in aggregate or $3138 on a per adviser basis plus a fixed amount of $1500 per licence ...

CSLR raises concern among advisers

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
The Association of Financial Advisers (AFA) has raised concerns about the cost of the government's proposed Compensation Scheme of Last Resort and the fact that super funds and managed investment schemes are excluded from the proposed regulation. ...

M&As to create super advice firms

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... complexity and value destruction, he warned. "M&A is an important tool for business growth and in the next three years many advisers will be tempted to do a deal but just because you can, doesn't mean you should," he said. Since 2015, AZ NGA has ...

National practice manager joins Madison

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... general manager. Johns said Gapps brings a unique perspective to Madison as he has been an adviser, but also supported advisers in building successful practices. "His expansive knowledge will strengthen the Madison community and our team, and we are ...

Zenith adds client to Macquarie Wrap

ANNABELLE DICKSON  |  FRIDAY, 23 JUL 2021
... burden to the business. "Zenith look after the implementation and reporting, including governance. This shift means our advisers are freed up to focus more on serving the client rather than back-end administration," The Moreton Group director Cameron ...