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Showing 3381 - 3390 of 9818 results for "Advisers"

Commonwealth Bank mulls retail advice business sale

KANIKA SOOD  |  FRIDAY, 21 JUN 2019
... interests are now split across its business bank (where CommSec and hence, CAS sit), retail bank (where the salaried advisers under Commonwealth Financial Planning sit) and in NewCo (with Financial Wisdom). On June 13, CBA said it entered into an agreement ...

Advice associations meet new minister

HARRISON WORLEY  |  THURSDAY, 20 JUN 2019
... financial services lead for the first time. The Financial Planning Association of Australia and the Association of Financial Advisers together met with newly appointed Assistant Minister for Superannuation, Financial Services and Financial Technology ...

Zurich Investments to swap small caps managers

KANIKA SOOD  |  THURSDAY, 20 JUN 2019
... in negotiations with a potential like for like replacement manager. Naturally we will provide updates to investors and advisers as more details become available," Zurich said. Zurich Investments had about $2.4 billion in funds under management across ...

Advice group hires national practice manager

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2019
... the leadership team at Lifespan." "We have a shared desire to work closely with Lifespan's network of more than 180 advisers in these challenging times to support them through mutual understanding and solutions to achieve growth."

Will financial advisers cease to exist?

JAMIE WILLIAMSON  |  TUESDAY, 18 JUN 2019
More than half of all financial advisers believe the role they perform today will change substantially or cease to exist over the coming decade, according to research from the CFA Institute. With the necessary skillset to be a financial adviser evolving ...

Fee discounts harder for active ETFs

KANIKA SOOD  |  TUESDAY, 18 JUN 2019
High net worth financial advisers may be reluctant to allocate to active ETFs because of the cost benefits on offer with unlisted trusts. Active ETFs account for just $3 billion of Australia's total $47 billion invested through exchange-traded products. ...

ASIC FAR, advice industry contract

JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
More than 1700 financial advisers have dropped off the ASIC Financial Adviser Register in less than six months. As of this month, there are 27,108 active financial advisers in Australia, Rainmaker analysis of latest ASIC FAR data shows. At its height ...

FPA, AFA partner on life insurance

KANIKA SOOD  |  FRIDAY, 14 JUN 2019
... insurance framework slated for 2021. The Financial Planning Association of Australia and the Association of Financial Advisers will appoint two senior representatives and two adviser members each to the eight-person taskforce, with the goal of taking ...

Approved diplomas, bridging courses confirmed

JAMIE WILLIAMSON  |  FRIDAY, 14 JUN 2019
... Newcastle and Western Sydney University. "The release of the approved list of bridging courses and graduate diplomas gives advisers a clear pathway to meet the education standard by 1 January 2024," FASEA chief executive Stephen Glenfield said. FASEA ...

MAX awards recognise industry excellence

HARRISON WORLEY  |  FRIDAY, 14 JUN 2019
... year, we encourage them to harness their role to restore consumer trust and serve their clients - super funds, financial advisers, end-investors - well," she added. The voting phase of the awards attracted more than 14,000 votes in 2019, a record across ...