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Showing 2211 - 2220 of 9816 results for "Advisers"

Advice engagement jumps during COVID-19

KARREN VERGARA  |  FRIDAY, 9 JUL 2021
... adviser. A study by ASX-listed firm ClearView shows that demand for financial advice is building - despite record numbers of advisers leaving the industry. Some 54% of advisers ClearView surveyed believe that COVID-19 has increased public awareness of ...

FASEA scraps three-month rule

KARREN VERGARA  |  FRIDAY, 9 JUL 2021
The Financial Adviser Standards and Ethics Authority is introducing a relief that will allow financial advisers to sit the November examination regardless of their last sitting. FASEA is proposing to relax the three-month registration requirement in ...

BT Panorama completes migration

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... transitioned from BT Wrap. "The migration has been an enormous undertaking, not only for BT, but for the dealer groups and advisers who are embedding a new system into their businesses, at an extremely important and busy time of year. We would like to ...

WealthO2 launches top manager MDA

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... including BlackRock, Evergreen, Lonsec, Morningstar, Ralton AM and Zenith. As WealthO2 is the provider of the MDA, financial advisers are not required to have an MDA authority on their licence. "It's akin to a service equivalent SMA where the adviser ...

Netwealth FUA, inflows rise

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... Trends' latest Adviser Technology Needs Report revealed Netwealth as the overall top-rated platform by financial advisers at 80%. Earlier in the year, Investment Trends Platform Benchmarking & Competitive Analysis Report saw HUB24 rank first for ...

FSC launches DDO templates

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... Sally Loane said. "Our templates and standards should make life much easier for product issuers, platforms and financial advisers who would otherwise face confusing and inconsistent compliance requirements. Without this alignment, advisers in particular ...

AFA slams new SOA measures

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
The Association of Financial Advisers has hit back at ASIC and APRA for causing "confusion" and "interfering" with financial advice as they look to introduce new changes to Statements of Advice. The association points to the regulators' joint letter ...

FYG expands network

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
... Queensland-based Designing Financial Solutions joined the FYG group. ASIC adviser data shows that the group had 71 financial advisers at the end the 2021 financial year. "For me, when determining which licensee to choose, the advocacy for FYG amongst ...

Crestone expands Brisbane presence

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
... several years, the firm's client base in Queensland had grown, demanding the establishment of an expanded presence. The six advisers report directly to Michael Tritton, the head of advisory for New South Wales, Queensland and South Australia. Tritton ...

Adviser platform satisfaction slips

ANNABELLE DICKSON  |  WEDNESDAY, 7 JUL 2021
The level of satisfaction financial advisers have with their main platform has dropped as the pandemic puts pressure on platform providers to increase capabilities, new research shows. Investment Trends' latest Adviser Technology Needs Report showed ...