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Showing 2301 - 2310 of 4746 results for "Financial advisers"

Disability income insurance an ongoing concern: APRA

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
... particularly how it's offered outside of superannuation. The interplay between ratings houses and independent financial advisers recommending products with additional "bells and whistles" is an area APRA will target. Phase one of APRA's review ...

Advisers name top platform provider

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
Financial advisers rated Netwealth as the top administration platform in Adviser Ratings' annual satisfaction survey. More than 1100 advisers surveyed in the Financial Advice Landscape Report said Netwealth delivered the best investment functionality. ...

AMP sales director retires

JAMIE WILLIAMSON  |  MONDAY, 9 JUL 2018
... 2011. He was responsible for the distribution of AMP's insurance, wealth management and banking products to financial advisers. Wyatt spent 25 years at AXA both in Australia and the UK, and was general manager of marketing and strategy prior to its acquisition ...

Advised clients and their most frequently asked questions

KARREN VERGARA  |  MONDAY, 9 JUL 2018
... contribute to a lack of client engagement and understanding. A recent survey from NAB and Investment Trends found financial advisers using managed accounts save an average of 12.4 hours per week on portfolio management tasks. A managed account structure ...

Dover advisers turn orphans

JAMIE WILLIAMSON  |  FRIDAY, 6 JUL 2018
While there are Dover financial advisers that have managed to transition elsewhere in recent weeks, latest ASIC data shows hundreds of advisers will be without a licensee when the disgraced AFSL shutters today. Rainmaker analysis of ASIC's Financial ...

HSBC quietly exits financial advice

KARREN VERGARA  |  THURSDAY, 5 JUL 2018
... risk to existing policies or investments," it said. According to ASIC's AFSL register, HSBC had 18 active financial advisers in December 2017. There were only five at the end of April 2018. HSBC joins three of the major four banks currently in the ...

Simple Fund 360 picks up AdviserLogic

HARRISON WORLEY  |  THURSDAY, 5 JUL 2018
... now have AdviserLogic on board," Lesh said. "AdviserLogic has a suite of software products built to assist financial advisers, licensees, brokers, corporate authorised representatives, software providers and AFSL holders to prosper." AdviserLogic chief ...

Trade-off needed on existing adviser standards: Fox

JAMIE WILLIAMSON  |  WEDNESDAY, 4 JUL 2018
The former chief executive of the Association of Financial Advisers believes a practical trade-off is required in order for the Financial Adviser Standards and Ethics Authority to meet its "mutually exclusive" goals for increasing industry professionalism. ...

Macquarie axes grandfathered commissions

JAMIE WILLIAMSON  |  WEDNESDAY, 4 JUL 2018
Macquarie will axe the payment of grandfathered commissions to financial advisers working within its wealth management division. Following BT Financial Group's lead, Macquarie has said it will discontinue the practice of advisers within its private ...

Praemium inks deal with WA-based wealth manager

HARRISON WORLEY  |  WEDNESDAY, 4 JUL 2018
... Morgan Stanley Wealth Management Australia in June. The solution goes live this month, and will see about 115 financial advisers use Praemium's separately managed accounts technology.