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Showing 2881 - 2890 of 9818 results for "Advisers"

Morningstar releases time saving tool amid crisis

ALLY SELBY  |  THURSDAY, 9 APR 2020
Morningstar has released a digital tool that will help advisers reclaim time lost on administrative tasks, so they can focus instead on engaging new clients and growing revenue. Morningstar's financial planning software AdviserLogic will now feature ...

FPA launches benchmarking tool

ALLY SELBY  |  WEDNESDAY, 8 APR 2020
... their peers. In partnership with global market research consultant CoreData, the FPA READY Index will enable financial advisers to benchmark their businesses to assess which areas of their practice are thriving and which need more work. FPA chief executive ...

Centrepoint executives depart, pay cuts implemented

ELIZA BAVIN  |  WEDNESDAY, 8 APR 2020
... to salary sacrifice six weeks' leave over six months. The company said it has also put in place additional support to advisers during this period of uncertainty. Centrepoint announced fee relief to its advisers on March 25 by waiving a planned fee increase ...

Association of Financial Advisers bolsters team

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 APR 2020
The Association of Financial Advisers has appointed a new manager education, policy and professionalism. Caz Garrard will step into the position, replacing Angela Karas. Karas has moved to First State Super as business enablement manager. Karas had ...

Fiducian grows adviser network

ELIZA BAVIN  |  WEDNESDAY, 8 APR 2020
Fiducian Financial Services has added three new advisers to its national financial planning network, taking its total to 74. The company said it has continued to grow, opening two new franchises at the end of 2019 with three more set to open this month. ...

Former financial adviser permanently banned

HARRISON WORLEY  |  TUESDAY, 7 APR 2020
... cover up his theft. At the time, ASIC commissioner Danielle Press said: "Clients need to be able to trust their financial advisers, and in this case, Mr Gibbs breached that trust."

Latest adviser exam results in

JAMIE WILLIAMSON  |  TUESDAY, 7 APR 2020
FASEA has announced more than 82% of financial advisers that sat the February exam were successful. Releasing the results today, the body said 2231 advisers sat the exam in mid-February and 82% passed. More than 30% of the advisers listed on ASIC's ...

Count Financial bolsters leadership team

ALLY SELBY  |  MONDAY, 6 APR 2020
... this mission critical role." Most recently, Creswell led a team of 17 compliance professionals overseeing 700 financial advisers for IOOF. Prior to this he worked for KPMG in London and Price Waterhouse. During his career, Creswell sat on the FPA Professional ...

COVID-19 sparks renewed fight for commissions

ELIZABETH MCARTHUR  |  MONDAY, 6 APR 2020
The COVID-19 pandemic and subsequent economic slowdown has spurred a fight among financial advisers to retain commissions, amid news big institutions are turning them off earlier than the law requires. The Association of Independent Financial Professionals ...

ASIC cancels slew of AFSLs

JAMIE WILLIAMSON  |  FRIDAY, 3 APR 2020
... were placed on both the MyPlanner Australia and MyPlanner Professional Services licences after surveillance determined advisers were providing poor advice under inadequate supervision. About a week later ASIC took action against one its individual advisers ...