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Showing 2251 - 2260 of 9816 results for "Advisers"

ASIC releases ongoing fee obligations guidance

KARREN VERGARA  |  WEDNESDAY, 16 JUN 2021
The corporate regulator is providing more guidance to financial advisers to help them prepare for their upcoming ongoing fee obligations, due to take effect in less than two weeks. ASIC's Information Sheet (INFO 256) outlines the burning questions advisers ...

iFactFind launches

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
... dynamic financial advice process has launched. Developed by co-founders Paul Moran and Sahil Matta, iFactFind provides advisers a comprehensive, interactive digital fact-find. For prospective clients, iFactFind has a built-in financial services guide ...

Licensee to acquire Sentry Group

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
... its books. WT Financial Group (WTL) announced today that upon completing the takeover, it will have some 275 financial advisers across 200 practices. WTL will pay $3.5 million in cash to fund the transaction and another $3.5million is payable in WTL ...

Advisers win annual renew law relief

KARREN VERGARA  |  FRIDAY, 11 JUN 2021
The federal government will introduce a carve out to help financial advisers to meet their ongoing fee disclosure obligations. Senator Jane Hume announced this evening that advisers will have 60 days to provide clients an estimate of fees they will ...

CFS, UniSuper win customer satisfaction nods

KARREN VERGARA  |  FRIDAY, 11 JUN 2021
... transformation to continue to deliver outstanding market leading products, services and experiences for our customers and their advisers," she said. Roy Morgan introduced the Major categories this year with the aim of recognising the largest players ...

Aware Super awards $30bn mandate

ELIZABETH MCARTHUR  |  FRIDAY, 11 JUN 2021
... appointed an index solutions provider to take care of its passive equity and fixed income mandates. State Street Global Advisers will now manage about $30 billion in passive strategies for the $145 billion fund. The appointment follows a comprehensive ...

Boutique hires from Allan Gray

KANIKA SOOD  |  THURSDAY, 10 JUN 2021
... on both my banking and asset management background, as well as allowing me to continue working closely with financial advisers and their clients. Alexander Funds is uniquely placed to assist in accessing opportunities within the credit markets and meeting ...

Interprac grows advice network

KARREN VERGARA  |  THURSDAY, 10 JUN 2021
... Butler said the move expands on Sequoia's strategy to grow its own businesses and provide an exit point for retiring advisers and retain equity. That way, clients can remain in the group and continue to receive advice and support from the group, he added. ...

Citi appoints head of global asset managers

ELIZABETH MCARTHUR  |  THURSDAY, 10 JUN 2021
... capital markets and advisory Jan Metzger. "John is one of Australia's most experienced and trusted capital markets and M&A advisers and is the right choice to deepen and grow our asset manager client base in the region," Metzger said. McLean's move follows ...

Count Financial adds two practices

KARREN VERGARA  |  WEDNESDAY, 9 JUN 2021
... network, joined the ASX-listed firm in May. A snapshot of the adviser population as at June 3 shows that the number of advisers dropped to 19,922, according to ASIC's Financial Adviser Register. IOOF's Consultum Financial Planning is the largest ...