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Showing 2251 - 2260 of 4746 results for "Financial advisers"

Royal Commission challenges super regulators

KARREN VERGARA  |  TUESDAY, 28 AUG 2018
... corporations law. Hodge recommended Aon Hewitt may have breached the Corporations Act with regards to three financial advisers moving clients to a choice product and out of a MySuper product. The advisers failed to provide a Statement of Advice and Financial ...

Morgan Stanley amends false independence claims

JAMIE WILLIAMSON  |  TUESDAY, 28 AUG 2018
... controls in place to ensure any public statements they make comply with the Corporations Act. The independence of financial advisers is an important issue for consumers and investors," the regulator said. "This is why the Corporations Act puts strong ...

Retail super funds in hot water: Royal Commission

KARREN VERGARA  |  MONDAY, 27 AUG 2018
... greater fees and ongoing commission payments being deducted from member accounts; and Put the interests of financial advisers at the expense of members in delaying the transition, kept ongoing commission payments and by taking steps to ensure clients ...

Managed accounts forum to address vertical integration, best practice

STAFF WRITER  |  FRIDAY, 24 AUG 2018
... stage at the annual Financial Standard Managed Accounts Forum to be held in Melbourne next month. More than 160 financial advisers and managed account specialists have registered to the annual event, to be held at the Crown Promenade in Melbourne on ...

ClearView results up despite adviser earnings drop

HARRISON WORLEY  |  FRIDAY, 24 AUG 2018
... advisers, ClearView said it was committed to "quality over quantity" and was focused on high quality independent financial advisers. Ten advisers left Matrix Planning Solutions and ClearView Financial Advice, dropping the overall adviser total to 233. ...

Macquarie Wrap adds Vanguard SMAs

JAMIE WILLIAMSON  |  WEDNESDAY, 22 AUG 2018
... managed accounts strategies are now available via Macquarie's Wrap platform. Targeting the growing number of financial advisers adopting managed accounts, Vanguard ETFs will predominantly be used to implement the asset allocation strategies. Available ...

Mainstream co-founder becomes non-exec chair

HARRISON WORLEY  |  WEDNESDAY, 22 AUG 2018
... account investment solution, which the company said would be its official entry into digital services targeted at financial advisers. The SMA solution will be initially launched in Australia. It will offer advisers customised access to models across ...

Advice mentoring opportunities abound

JAMIE WILLIAMSON  |  TUESDAY, 21 AUG 2018
Mature-age financial advisers considering leaving the industry before 2024 may find themselves with a new role to fill as the need for professional coaches and mentors grows. Mentor Education founder and principal Mark Sinclair said the number of enquiries ...

BetaShares to launch three tech ETFs

KANIKA SOOD  |  TUESDAY, 21 AUG 2018
... development at BetaShares for over 12 months, chief executive Alex Vynokur told Financial Standard. "We worked with financial advisers, brokers, retail investors and index providers in developing the ETFs," Vynokur said. BetaShares runs a research team ...

Advisers can't ignore CIPR debate: SSGA

KARREN VERGARA  |  MONDAY, 20 AUG 2018
Financial advisers can't afford to ignore the Comprehensive Income Products for Retirement (CIPR) debate as it will affect all corners of the advice industry, a retirement solutions expert says. State Street Global Advisors head of retirement solutions ...