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Showing 2701 - 2710 of 9818 results for "Advisers"

Advisers file class action against AMP

JAMIE WILLIAMSON  |  WEDNESDAY, 29 JUL 2020
A class action has been filed against AMP by its own advisers in relation to the institution's decision to slash Buyer of Last Resort valuations last year. Almost one year on from the news BOLR valuations would be cut from 4x recurring revenue to ...

Debt vulture crackdown welcome

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 JUL 2020
... are suggestions debt management and credit repair firms held to the kind of regulatory and ethical standards financial advisers are held to. The Consumer Action Law Centre wants these debt assistance providers to have membership with the Australian Financial ...

Lonsec adds to research team

ANNABELLE DICKSON  |  WEDNESDAY, 29 JUL 2020
... improving and re-imagining research, and this means we need the resources to stay ahead of the curve and give financial advisers the tools they need to deliver for their clients." "We're very excited to welcome Ron and Sebastian. Their portfolio management ...

APRA intervention blindsided AFA, FPA taskforce

ELIZABETH MCARTHUR  |  TUESDAY, 28 JUL 2020
... admitted to being blindsided by APRA's intervention on individual disability income insurance. Association of Financial Advisers chief executive Phil Kewin and Financial Planning Association of Australia chief executive Date De Gori discussed the many ...

Calls for broad default life insurance system

ELIZA BAVIN  |  MONDAY, 27 JUL 2020
... Life Insurance (CALI) campaign, includes members from AIA, MLC Life, TAL and Zurich plus the Association of Financial Advisers and Financial Planning Association of Australia. A research paper released by the group said Australia needs a broad 'default' ...

State Street to launch ESG ETF

ANNABELLE DICKSON  |  MONDAY, 27 JUL 2020
... to come at a premium. E200 will spark a new wave of investing for institutions, intermediaries, platforms, financial advisers and retail investors alike," Victor said.

FASEA confirms 2021 exams

ELIZABETH MCARTHUR  |  FRIDAY, 24 JUL 2020
... sittings in 2021 at metropolitan and regional locations around Australia. "We have seen a strong performance by most advisers sitting the exam, with 86% of candidates on average passing each exam on the first sitting," FASEA chief executive Stephen Glenfield ...

Netwealth launches Milliman managed accounts

ANNABELLE DICKSON  |  FRIDAY, 24 JUL 2020
... built-in risk protection overlay reduces volatility and capital losses during a downturn and can be switched on or off by advisers when required. Milliman's Australian practice leader Wade Matterson said when SmartShield was designed; they could not ...

NULIS calls for clearer regulatory definitions

ELIZA BAVIN  |  FRIDAY, 24 JUL 2020
... revealed that its cost for those services was $2.8 million in FY19. In response to whether NULIS allows external financial advisers access to online facilities to charge for external financial advisers consented by members using their funds, NULIS said ...

European robo-adviser eyes Australia, taps Westpac exec

ALLY SELBY  |  THURSDAY, 23 JUL 2020
... and client experience, as well as helping more Australians access financial advice, will continue to gain momentum as advisers depart the industry, Smith said. "These products make it easier for traditional providers of wealth management solutions to ...