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Showing 2601 - 2610 of 9818 results for "Advisers"

Advice reforms to be legislated: Hume

ANNABELLE DICKSON  |  WEDNESDAY, 14 OCT 2020
After having previously been placed on hold, the single disciplinary body for financial advisers and the compensation scheme of last resort is set to be legislated by mid-2021. Speaking at the 2020 Association of Financial Advisers Vision Conference ...

Financial advice more important than ever: HUB24

ELIZA BAVIN  |  TUESDAY, 13 OCT 2020
... June quarter with strong flows driven from both new and existing licensee channels across self-licensed and boutique advisers, brokers and large national accounts," it said. "This includes advisers winning new clients as well as funds being transitioned ...

Consortium eyes Link Group

KARREN VERGARA  |  TUESDAY, 13 OCT 2020
... The board said it will consider the proposal, including obtaining advice from Macquarie Capital and UBS, its financial advisers, and Herbert Smith Freehills its legal adviser. "Shareholders do not need to take any action in relation to the proposal. ...

Class launches new product

ANNABELLE DICKSON  |  TUESDAY, 13 OCT 2020
... number of discretionary and unit trusts. Class Trust is said to make the administration process easier for financial advisers and accountants by automating parts of the process from deed establishment and management through to closure. Class chief executive ...

ClearView pushes ahead with SFT

KARREN VERGARA  |  FRIDAY, 9 OCT 2020
... strategic partnership for ClearView. We are committed to delivering a high-quality, differentiated wrap-based offer to advisers and clients, with a focus on adviser efficiency, offering choice and value for money," he said.

Vanguard boosts Aussie executive team

ELIZA BAVIN  |  FRIDAY, 9 OCT 2020
... we continue the steady journey of building presence and earning greater trust with more direct investors and financial advisers." Prior to joining Vanguard, Jacques was with Macquarie Group for over three years, most recently as the division director ...

Ratings house launches

KARREN VERGARA  |  THURSDAY, 8 OCT 2020
... will pay a fee to have their investment vehicles and products rated, and the reports will be made available to financial advisers. Ashton said because Evergreen Consultants has traditionally focussed on managed accounts and liquid investments, an analysis ...

FPA renews calls for advice definition changes

ANNABELLE DICKSON  |  THURSDAY, 8 OCT 2020
... confusion in the market, within industry, media, government and consumers about the definitions and roles of financial advisers and financial planners, and those that sell financial products." Further to replacing the term 'general advice', the FPA said ...

Cashwerkz fits out bond service

ANNABELLE DICKSON  |  THURSDAY, 8 OCT 2020
... bond income business, offering greater access to bond and fixed income solutions for wholesale investors and financial advisers. Bloomberg's global head of sell-side solutions Phil McCabe said: "Our fixed income heritage and deep technology expertise ...

Clime partners with asset consultant

ANNABELLE DICKSON  |  THURSDAY, 8 OCT 2020
... Clime is excited to be partnering with Mercer. "When combined with Mercer's global managed fund capability, financial advisers will have access to a truly unique proposition in the market that will lower costs for their business; improve the quality ...