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Showing 3061 - 3070 of 9818 results for "Advisers"

No joy in the advice world this Christmas

ELIZABETH MCARTHUR  |  WEDNESDAY, 18 DEC 2019
Frustration and despair will be the main course for financial advisers this Christmas, says financial services veteran. The Christmas season may potentially be the catalyst for action by exhausted advisers who are feeling physically, financially and ...

AMPFP ceases MDA services

ELIZABETH MCARTHUR  |  WEDNESDAY, 18 DEC 2019
... Financial Standard reported that the licence conditions on AMPFP's MDAs had resulted in so many constraints on financial advisers the offering was reportedly "unusable". A source told Financial Standard at the time that AMP Financial Planning's ...

Advice group appoints director

ALLY SELBY  |  TUESDAY, 17 DEC 2019
... forward to building value for Centrepoint shareholders. "Centrepoint Alliance has a clear strategy to provide services to advisers and is well positioned for growth in the current environment," Beard said. "I look forward to working with the board and ...

Dealer group boosts compliance team

JAMIE WILLIAMSON  |  TUESDAY, 17 DEC 2019
... articles and policies and procedures. Mirzoyan was most recently a technical consultant at MLC Wealth, supporting financial advisers and internal compliance. She has also previously worked at Fiducian Financial Services. Also joining Lifespan, Aaron ...

Half of all AFSL applications approved

ELIZABETH MCARTHUR  |  MONDAY, 16 DEC 2019
... AFSLs who have not yet updated the Financial Adviser Register that they need to add new details about their financial advisers by 1 January 2020. New information on advisers is required by AFSLs under the most recent professional standards reforms for ...

Dealer group launches transition support service

HARRISON WORLEY  |  FRIDAY, 13 DEC 2019
... self-licensees to seamlessly navigate and embrace those elements of change." Lifespan is home to more than 180 financial advisers.

Sam Henderson attempts to set record straight

ELIZABETH MCARTHUR  |  FRIDAY, 13 DEC 2019
... that exact number is unconfirmed, suicides in the industry have been widely reported and the Association of Financial Advisers and Financial Planning Association of Australia have each put resources behind mental health initiatives to support members. ...

Practice profitability at risk: MLC Life

JAMIE WILLIAMSON  |  FRIDAY, 13 DEC 2019
Risk advisers will need to reduce their expenses by up to 25% to remain profitable as further Life Insurance Framework changes come into effect on January 1. New research commissioned by MLC Life shows commission-only financial advisers - particularly ...

Industry fund in investment rejig, lead departs

HARRISON WORLEY  |  THURSDAY, 12 DEC 2019
... see the departure of its head of investment strategy. Following recommendations from asset consultant JANA Investment Advisers, LUCRF Super is set to replace its sector-specific investment portfolio approach with a new "whole-of-investment-portfolio" ...

Advisers better learn what women want: Research

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 DEC 2019
New research from Allianz Retire+ suggests that if financial advisers want to keep clients happy and gain referrals, they need to better understand the advice needs of women. The research, which looked at the 10 years before retirement and in retirement ...