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Showing 3241 - 3250 of 9818 results for "Advisers"

ClearView ramps up risk, compliance

ELIZABETH MCARTHUR  |  FRIDAY, 6 SEP 2019
... institutions for over 20 years and will continue developing our risk and compliance culture, as we focus on assisting advisers and customers to navigate all the changes occurring in both the economy and financial services," Swanson said.

Boutique AFSL acquires advice practice

JAMIE WILLIAMSON  |  THURSDAY, 5 SEP 2019
... timing was good." Profile Financial Services chief executive Sarah Abood said the firm is always looking to work with advisers with a client-first ethos and that can benefit from scale, investments in technology and a team-based approach. "Although we've ...

Vote in the FS Power50 now

JAMIE WILLIAMSON  |  THURSDAY, 5 SEP 2019
Voting is now open for the 2019 FS Power50, compiling the most influential financial advisers in Australia. This year, Financial Standard received more than 430 nominations for the FS Power50 and the voting process has now launched with 103 advisers ...

Intra-fund advice must improve: Rice Warner

HARRISON WORLEY  |  WEDNESDAY, 4 SEP 2019
... cost-effective financial advice to members approaching retirement and whose financial matters are becoming more complex. With advisers leaving the planning sector after the fallout from the Hayne Royal Commission and legislative reformsand research showing ...

MLC terminates fund

KANIKA SOOD  |  TUESDAY, 3 SEP 2019
... said. NAB Asset Management's Private Investment Consulting (PIC) business has operated since 2007. It is aimed at advisers with clients who are wholesale, sophisticated high net worth and institutional investors. The PIC lineup includes trusts by ...

Suncorp pays $1.4m remediation bill

JAMIE WILLIAMSON  |  TUESDAY, 3 SEP 2019
... addition, Suncorp also compensated clients who may have been at risk of having received poor advice from 'high-risk' advisers, who were identified using a range of risk metrics applied to all advisers in the Guardian Advice network. Affected clients ...

Powerwrap posts strong first result

HARRISON WORLEY  |  TUESDAY, 3 SEP 2019
... market," Davidson said. "The wealth industry is undergoing fundamental change that favours our model. We expect to see more advisers and adviser groups attracted to our high net-worth model." Davidson said the platform's outlook was "strong" and pointed ...

United front but no merger: AFA

JAMIE WILLIAMSON  |  MONDAY, 2 SEP 2019
The Association of Financial Advisers has rebuffed the possibility of a merger with the Financial Planning Association of Australia but acknowledged the two bodies are increasingly recognising the strength of a single voice and a single message. Speaking ...

Secrets to selling revealed

ELIZABETH MCARTHUR  |  MONDAY, 2 SEP 2019
... Hoskin gives her tips for successfully selling a financial advice business. Appearing at the 2019 Association of Financial Advisers' National Conference, Hoskin revealed that businesses she had coached were worth much more on the open market than similar ...

Government extends FASEA deadlines

KARREN VERGARA, JAMIE WILLIAMSON  |  FRIDAY, 30 AUG 2019
The Federal Government has extended the deadlines for financial advisers to pass the Financial Adviser Standards and Ethics Authority's exam, as well as meet its qualification requirements. Assistant Minister for Financial Services, Superannuation ...