Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 3371 - 3380 of 9818 results for "Advisers"

IOOF divests Ord Minnett stake

KARREN VERGARA  |  THURSDAY, 27 JUN 2019
... about $8 million from the transaction. Ord Minnett has $10.1 billion in funds under advice and 264 licensed financial advisers. The consortium, led by Ord Minnett, will also acquire J.P. Morgan's 30% stake in the business. IOOF said the intention is ...

FASEA approves association designations

ELIZABETH MCARTHUR  |  THURSDAY, 27 JUN 2019
Financial advisers who have completed a designation with the Association of Financial Advisers or the SMSF Association will have their efforts recognised by the Financial Adviser Standards and Ethics Authority. The Financial Adviser Standards and Ethics ...

MetLife, AFA call for more diversity in advice

ELIZABETH MCARTHUR  |  THURSDAY, 27 JUN 2019
MetLife and the Association of Financial Advisers (AFA) launched the MetLife Progress: Professional Development Grant for Women. MetLife Progress is aimed at creating greater gender diversity in the financial advice industry by helping women achieve ...

AstuteWheel adds capability

HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
... regtech capabilities. The third generation of the firm's software adds functionality, with a new base product allowing advisers to onboard new clients and re-engage existing clients without an ongoing service agreement. AstuteWheel managing director ...

Former Westpac adviser permanently banned

JAMIE WILLIAMSON  |  WEDNESDAY, 26 JUN 2019
... he dishonestly manipulated his clients' aims and objectives, prioritising his own interests. "The failure of financial advisers to act in the best of interests of their clients or to prioritise their clients' interests over their own erodes public trust ...

Dealer group transitions to fee-based model

KARREN VERGARA  |  TUESDAY, 25 JUN 2019
... grandfathered volume rebates and vertically integrated products. "After a phase-in period, the services we provide to our advisers will be fully funded by transparent fees paid directly by the advisers' firms," he said. "This is an important milestone ...

Self-licensing trend boosts ClearView offering

ELIZABETH MCARTHUR  |  TUESDAY, 25 JUN 2019
... AFSL application process. Pope added: "Managing your own AFSL shouldn't mean less time with your clients. We are helping advisers manage day-to-day compliance, advice and monitoring, so they can focus on providing excellent service and advice to their ...

Westpac appoints remediation lead

JAMIE WILLIAMSON  |  MONDAY, 24 JUN 2019
... strategy. As part of the new strategy, Viridian Advisory acquired many of Westpac and BT Financial Group's financial advisers. In response to questioning, a Westpac spokesperson told Financial Standard : "Support for our people and customers has been ...

Franklin Templeton names institutional business director

KARREN VERGARA  |  MONDAY, 24 JUN 2019
... said. Early this year, Franklin Templeton appointed Manuel Damianakis to drive its retail strategy and ensure financial advisers in Australia and New Zealand can access its investment capabilities. He currently reports to Matthew Harrison - Franklin ...

OpenMarkets launches trading platform

ELIZABETH MCARTHUR  |  MONDAY, 24 JUN 2019
OpenMarkets Australia has launched a new trading platform targeting self-directed investors and financial advisers. OpenMarkets Equix allows investors to trade ASX-listed equities, warrants and exchange-traded products including ETFs. Equix will also ...