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Showing 2381 - 2390 of 9816 results for "Advisers"

NZ overhauls regulation of advice

JAMIE WILLIAMSON  |  FRIDAY, 19 MAR 2021
... Authorised Financial Adviser (AFA) and Qualifying Financial Entities (QFE) adviser. These has all been removed, with all advisers now required to meet the same standards and subject to a new Code of Conduct. Now, individuals must either hold a Financial ...

HUB24 hits fund managers with higher fees

KANIKA SOOD  |  FRIDAY, 19 MAR 2021
... significant increase in their "reporting fees". HUB24 charges fund managers a reporting fee if they want to see which financial advisers and/or dealer groups are investing in their funds. For the last six years, HUB24 has charged about $3000 per fund ...

Colonial First State names executive chair

JAMIE WILLIAMSON  |  THURSDAY, 18 MAR 2021
... make CFS one of the most competitive superannuation and investments businesses in Australia, which will benefit members, advisers and employers". Coombe has extensive experience as a leader in financial services, including wealth management, superannuation ...

Synchron demands clarity from insurers

ELIZABETH MCARTHUR  |  THURSDAY, 18 MAR 2021
... Synchron adviser, who reported that insurers are responding in different ways to the new regime - creating confusion for advisers and their clients. According to Trapnell, the way insurers respond to this new regime might even impact Australia's underinsurance ...

Banks should pay advice exit levy: TAA

ANNABELLE DICKSON  |  THURSDAY, 18 MAR 2021
The Advisers Association (TAA) is calling on the government to mandate major banks and institutions pay an exit levy upon leaving the advice industry to provide relief for financial advisers and mitigate the increasing levy. Earlier this month the Australian ...

Life Company of the Year named

ANNABELLE DICKSON  |  THURSDAY, 18 MAR 2021
The Association of Financial Advisers has announced the winner of its 2020 Life Company of the Year award, going to the same insurer four years in a row. TAL took out the top spot again with runners up AIA Australia, MLC Life Insurance and NEOS Life. ...

Low pass rate for latest FASEA exam

ELIZABETH MCARTHUR  |  THURSDAY, 18 MAR 2021
... The latest Financial Adviser Standards and Ethics Authority (FASEA) exam had the lowest pass rate yet. A total of 1079 advisers sat the exam, compared to an average of 1323 across all exams. Only 73% of those that sat the January exam passed. The overall ...

IOOF firms abandon ship

ANNABELLE DICKSON  |  WEDNESDAY, 17 MAR 2021
... thirdly, in my opinion their professional standards team is the best in the industry, which gives us comfort that the other advisers in the network will have the same high level of standards & processes that we strive to maintain." IOOF announced its ...

Zenith acquires asset allocation specialist

ELIZABETH MCARTHUR  |  TUESDAY, 16 MAR 2021
... shy about its plans for further expansion across wealth management and superannuation. "With ongoing change impacting advisers, super funds and platforms, including their clients and members directly, we believe proven providers of relevant services ...

BetaShares targets HNW market with new role

ELIZA BAVIN  |  TUESDAY, 16 MAR 2021
... business. Nathan Lui will join from iShares and Ben Roht from Vanguard. BetaShares said Lui and Roht will jointly look after advisers in Victoria, Tasmania and South Australia. BetaShares said the new appointments add to its increasing presence in Melbourne ...