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Showing 3071 - 3080 of 9818 results for "Advisers"

AMP to cut contribution fees

JAMIE WILLIAMSON  |  WEDNESDAY, 11 DEC 2019
AMP has informed licensees and financial advisers it will phase out contribution fees in Q1 2020. In a letter from AMP managing director of superannuation, retirement and platforms Lara Bourguignon, AMP has said it will cease charging and paying contribution ...

Platform appoints TPB director

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 DEC 2019
... years. Berry was formerly chair of the Financial Planning Association of Australia, chair of the Institute of Financial Advisers in New Zealand and chair of a CountPlus subsidiary. She also brings experience as an Australian representative on the International ...

Integration of super advice business completes

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 DEC 2019
... industry fund First State Super is being tied up. The ASIC Financial Adviser Register showed hundreds of StatePlus financial advisers as 'ceased' earlier this week. This was an administrative action as StatePlus is brought in-house at the fund. "The ...

Elders FP to shutter

JAMIE WILLIAMSON  |  TUESDAY, 10 DEC 2019
... Planning confirmed a decision to close the dealer group was reached at the end of November. "Following consultation with its advisers, Elders Financial Planning is now moving forward with a phased wind down of its business," the spokesperson said. According ...

Aussies unprepared for wealth transfer

ALLY SELBY  |  MONDAY, 9 DEC 2019
... misunderstandings when it comes time to distribute inheritance," This creates a significant opportunity for financial advisers, Baker said. "If you don't know where to start, having a conversation with a financial adviser can be a good step in helping ...

Advice dealer group rebrands

HARRISON WORLEY  |  MONDAY, 9 DEC 2019
... benefit from its tighter integration within the Sargon family. The licensee is currently home to about 110 financial advisers. "Since the acquisition, we have aligned and strengthened our processes, procedures and governance with Sargon, whilst continuing ...

New boutique launches with Channel Capital

KANIKA SOOD  |  FRIDAY, 6 DEC 2019
... will start by pitching to wholesale and institutional market, with plans of eventually getting it on platforms and to advisers. It is targeting an initial raise of $200 million to $300 million but King says over the long-term, the fund has the capacity ...

CFS culls grandfathered commissions, slashes fees

KANIKA SOOD  |  FRIDAY, 6 DEC 2019
About 6000 financial advisers are set to lose $1700 per year in revenue, as Colonial First State starts to put grandfathered commissions to bed. The $145 billion manager is starting the phase out of grandfathered commissions with a small slice of the ...

AMP cuts ongoing advice agreements

ELIZABETH MCARTHUR  |  FRIDAY, 6 DEC 2019
... interests of clients who want advice over a period of time." At the start of the new AMP annual agreements, clients and advisers will explicitly agree on fee arrangements and the specific services to be provided. Those agreements will expire after 12 ...

HUB24 upgrades distribution capabilities

HARRISON WORLEY  |  THURSDAY, 5 DEC 2019
... business development managers and appointing a national team of training and relationship managers to support financial advisers. Former CommSec Adviser Services state manager Lydia Pearson links with the firm as its new Victorian state manager, while ...