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| | | Suggestions from one financial advice association that advisers should boycott the FASEA exam has led to a call for associations to merge in order to better represent the industry. The United Financial Advisers Association (UFAA) has called on its 6000-strong ... |
| | | | ... funds reduce manual processes and their associate compliance and business risks, while providing members, employers, advisers and the fund's service teams with real-time access to transactions and data with an online portal. "In addition to our commitment ... |
| | | | ... Centrepoint Alliance's technology offering to the advice sector. "Technology has been driving greater efficiencies for advisers over recent years," Benbow said. "COVID-19 has completely reframed the role of technology in advice delivery and will accelerate ... |
| | | | ... broking, platform and superannuation businesses in Australia. "This is a critical time for MLC and the members, clients, advisers and employers it serves," Coombe said. "It's a privilege to be invited to participate in the transformation and exciting ... |
| | | | Sequoia Financial Group has entered an agreement to acquire a wealth group, adding about 23 advisers and $1 billion in funds under management. Sequoia Wealth Management will acquire the customer base of Phillip Capital Limited's existing advisers ... |
| | | | ... repayment agreement, Mawhinney responded to Vasco: "We are going through this proposal at the moment with our various advisers to see if this is the right move for us in light of other restructuring we are undertaking at the moment, including evaluating ... |
| | | | ... that brings advice and investments closer together, resulting in greater efficiency and productivity for professional advisers and businesses in Australia." Walsh said OneVue has scale in managed funds administration as the largest single third-party ... |
| | | | ... allocation of 70% to growth assets," it said in a member communication. Balanced options at superannuation funds have copped advisers' ire in recent months, questioning their high allocations to illiquid assets, low cash and fixed income holdings and ... |
| | | | IOOF has announced a new initiative that will see its network of financial advisers offer free financial guidance to local communities until the end of September. IOOF said it is providing fee relief to its advisers to volunteer 60 hours of their time ... |
| | | | ... trading status on the exchange's platform, giving private investors, SMSF trustees, brokers, and the clients of financial advisers with greater access to fixed income. In addition to providing access to bonds, the deal will see users of Iress Pro, ViewPoint ... |
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