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Showing 2631 - 2640 of 9818 results for "Advisers"

ASIC provides relief to Victorian advisers

ALLY SELBY  |  TUESDAY, 22 SEP 2020
The corporate watchdog has shifted to a no-action position on fee disclosure statements and renewal notice obligations for financial advice businesses in Victoria. The no-action applies to AFS licensees and representatives where their business is solely ...

Praemium to acquire remaining Powerwrap shares

ALLY SELBY  |  MONDAY, 21 SEP 2020
... after tax of $4.9 million - up 91% from the previous financial year. "Our prospects for growth are very exciting as more advisers become aware of the unique capabilities that our integrated management accounts platform can provide," Praemium chief executive ...

Zenith hires consultants from Lonsec

KANIKA SOOD  |  FRIDAY, 18 SEP 2020
... financial markets and advice delivery to investors, the company said. "Zenith has been providing managed account services to advisers for over four years now and this year, our service delivery to advisers has ramped-up even further," Zenith Investment ...

Managed accounts inch to $80bn

KARREN VERGARA  |  WEDNESDAY, 16 SEP 2020
... when at the same time there was positive funds inflow and newly reported FUM," Huang said. IMAP chair Toby Potter said: "Advisers tell us, inflow is principally from migrating existing clients from advice only services to managed accounts to provide ...

Advice too expensive, hard to access: FPA

ALLY SELBY  |  WEDNESDAY, 16 SEP 2020
... the event, Australian Government Financial Literacy Board chair Paul Clitheroe noted that current frameworks restrict advisers to only be able to offer their services to high net worth individuals or those who can afford advice. "That satisfies [roughly] ...

New managed portfolio on MyNorth

ELIZA BAVIN  |  MONDAY, 14 SEP 2020
... functionality and unrivalled investment choice," Egan said. "This new offer continues the delivery of this strategy, supporting advisers in providing clients with tailored, cost effective portfolios, constructed and managed by a leading investment manager." ...

NAB fined over fees for no service

ANNABELLE DICKSON  |  MONDAY, 14 SEP 2020
... members' accounts while NULIS deducted over $12.8 million from 144,033 linked members with both trustees paying the sum to advisers.

Australian Unity adds to leadership

ANNABELLE DICKSON  |  MONDAY, 14 SEP 2020
Australian Unity's property division has appointed an Ocean St Capital Advisers executive director to the newly created role of general manager - investment and origination. James Goodwin has around 20 years' experience in property will be responsible ...

Perks appoints new director

JAMIE WILLIAMSON  |  MONDAY, 14 SEP 2020
... research in-house positions Perks as leaders in this field, as they are one of only a handful of privately-owned wealth advisers with these capabilities." Perks Private Wealth director Simon Hele said the appointment further solidifies the division's ...

Specialist advice businesses optimal: Barrett

ELIZA BAVIN  |  THURSDAY, 10 SEP 2020
... generalist financial planning firms, that describe themselves as "retail financial planning firms", where there are multiple advisers offering general advice to mums and dads. "That model has worked quite well in the past and there are still people today ...