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Showing 3491 - 3500 of 9818 results for "Advisers"

Financial advice exit a boon for the industry: Poll

KARREN VERGARA  |  MONDAY, 8 APR 2019
... reportedly hunting a buyer for MLC. Westpac, the last of the major banks to join the exodus, agreed to sell a number of advisers to Viridian Advisory. Financial Standard broke the news in March that Westpac will no longer provide personal financial advice ...

Ironbark, Zurich shutter funds

KANIKA SOOD  |  FRIDAY, 5 APR 2019
... does not alter our approach, in fact we look forward to introducing new and innovative investment products to our loyal advisers and investors." In a March 15 note Morningstar analyst Tim Wong said the fund was expected to make a fee cut in April to ...

AMP, Griffith University support professionalism

ELIZABETH MCARTHUR  |  FRIDAY, 5 APR 2019
... adviser force that helps our clients achieve their financial goals." AMP is funding scholarships for prospective financial advisers. The AMP New Entrants Scholarship will provide up to six scholarships for students studying financial planning at Griffith ...

AMP overhauls wealth leadership

ELIZABETH MCARTHUR, JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2019
... and advice business. This involved on-site interviews with compliance personnel about processes and systems, and with advisers who provide MDA services and advice. It also included reviews of documented processes and systems, AMPFP client advice files ...

Major advice licensee in possible best interest breach

JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2019
... advice licensees following an investigation sparked by phenomenal growth in adviser numbers in just six months. SMSF Advisers Network has had additional licence conditions imposed after ASIC surveillance spurred concerns the licensee had inadequate supervision ...

Kelaher to leave IOOF

ELIZABETH MCARTHUR  |  THURSDAY, 4 APR 2019
... the business and enabled us to offer broad access and genuine choice of products and service to our clients and their advisers. "This, in turn, has delivered strong growth in funds under management and administration and in total shareholder returns." ...

Federal Budget: Industry responds

HARRISON WORLEY  |  WEDNESDAY, 3 APR 2019
... Maroney praised the Government's light approach to super in this year's Budget. "Many SMSF trustees and their advisers are still experiencing the compliance impacts of the 2016 Budget changes that began on 1 July 2017, so the fact there are no ...

Managed accounts grow, but education remains low

HARRISON WORLEY  |  WEDNESDAY, 3 APR 2019
... Global Advisors released research in conjunction with Investment Trends that reveals almost double the amount of financial advisers are recommending the use of managed accounts than five years ago. Head of SPDR ETFs Australia Meaghan Victor said more ...

NFP intra-fund advice is not a distribution channel

KARREN VERGARA  |  WEDNESDAY, 3 APR 2019
... is conducting a review of superannuation advice. It will be looking at in-house product bias and the extent to which advisers are "willing to recommend products other than their own," Bowtell said.

Alternative platform launches

HARRISON WORLEY  |  TUESDAY, 2 APR 2019
A new platform has launched offering advisers and clients the opportunity to hold investments themselves. FinClear today launched its HIN Platform, which uses the Holder Identification Number (HIN) of end investors to hold investments, rather than the ...