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Showing 3321 - 3330 of 9818 results for "Advisers"

Patersons launches first SMAs

ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
... perspective, investment selection is a large part of what we do with clients. In the normal financial planning world advisers will often contract out all or part of their investment selection to either an investment committee or to an asset allocation ...

Fitzpatricks expands footprint

KRISTI CHENG  |  WEDNESDAY, 31 JUL 2019
... Fitzpatricks told Financial Standard it bought a stake in Perth-based Stewart Symonds & Partners, representing 38 new advisers who have joined. It is one of seven new practices for Fitzpatrick Group. The amount paid is undisclosed. Fitzpatricks said ...

FASEA exam results expected soon

HARRISON WORLEY  |  WEDNESDAY, 31 JUL 2019
Exam marks for the first cohort of financial advisers to sit the FASEA exam are set to be released in the coming weeks. The Financial Adviser Standards and Ethics Authority revealed it will release the results of June's inaugural FASEA exam by midway ...

Managed accounts hit milestone

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
... Rainmaker, this implies that about one quarter of adviser FUA may be considered off-platform. The number of registered advisers fell 3% during the March quarter after growing by 12% year on year. The 3% dip is likely a reflection of advisers exiting ...

Advice software firm appoints sales lead

KRISTI CHENG  |  WEDNESDAY, 31 JUL 2019
... business development team has landed a national sales role at a firm that specialises in wealth management software for advisers. WealthO2 has appointed Phil Anderson as national business development manager, in a new role created in response to "growing ...

Iress announces changes to Xplan

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
... Iress has made several improvements to its popular Xplan offering which should improve functionality for thousands of advisers. The changes to the advice software platform will be released on Friday. Iress says these changes followed a year of user input ...

Final nail in the coffin for grandfathered commissions

KANIKA SOOD  |  TUESDAY, 30 JUL 2019
The government will introduce legislation this week to end the payment of grandfathered commissions to financial advisers by 1 January 2021. Federal Treasurer Josh Frydenberg and assistant minister for superannuation, financial services and financial ...

UniSuper advice offering surges

KARREN VERGARA  |  TUESDAY, 30 JUL 2019
... the total number of its on-campus presence to 10 to cater for the increased demand. On staff are more than 95 financial advisers and general advice consultants who help members with superannuation, insurance, retirement strategies and product queries. ...

Consultancy launches virtual business coaching

HARRISON WORLEY  |  TUESDAY, 30 JUL 2019
Time poor financial advisers can now head online for help from Elixir Consulting. Elixir Consulting launched Evolve Alliance, a virtual business coaching portal for financial advisers in Australia without the time to access the firm's direct business ...

Spectrum Wealth representatives find new homes

ELIZABETH MCARTHUR  |  MONDAY, 29 JUL 2019
Spectrum Wealth Advisers is seeking to cancel its licence and is no longer providing financial services, with many representatives having now joined new licensees. ASIC recently advised clients of Spectrum Wealth Advisers and the advisers registered ...