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Showing 3511 - 3520 of 9818 results for "Advisers"

Powerwrap launches new adviser service

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 MAR 2019
Wealth management platform provider Powerwrap launched a new service built to empower and incubate financial advisers and their businesses. Tickr is a turnkey service for wealth adviser groups seeking to establish and grow their own businesses, particularly ...

India Avenue fund distribution boosted

ELIZABETH MCARTHUR  |  TUESDAY, 26 MAR 2019
... India Avenue equity fund is now available across three of Australia's fastest growing investment platforms. Clients and advisers managing and advising on superannuation assets on HUB24, Netwealth and Powerwrap can now gain exposure to Indian equities ...

ClearView defends risk advice commissions

KARREN VERGARA  |  TUESDAY, 26 MAR 2019
... ClearView is countering Commissioner Kenneth Hayne's recommendation to reduce or eliminate commissions financial advisers earn from life insurance products. It is "way too early," ClearView wrote in an email to advisers, to consider tinkering with ...

FASEA confirms CFP recognition

HARRISON WORLEY  |  TUESDAY, 26 MAR 2019
The Financial Adviser Standards and Ethics Authority will recognise those financial advisers holding a Certified Financial Planner accreditation. On Monday, FASEA confirmed those who have completed the Financial Planning Association of Australia's Certified ...

Remediation to hit Westpac earnings

HARRISON WORLEY  |  MONDAY, 25 MAR 2019
... still operating under BT Financial Group licences, but flagged difficulties in determining remediation for customers of advisers who no longer operate under BTFG's licences. "This remediation program is more challenging, including because many of the ...

CFR, ATO report on SMSF borrowing arrangements

ELIZABETH MCARTHUR  |  MONDAY, 25 MAR 2019
... in a statement that the Financial Adviser Standards and Ethics Authority's setting of new educational requirements for advisers will help improve the financial advice, including in relation to LRBAs. A LRBA involves an SMSF taking out a loan from a third ...

BGL announces new integrations

ELIZABETH MCARTHUR  |  MONDAY, 25 MAR 2019
... industry. Clients of Smarter SMSF generally include professionals working with trustees including accountants and financial advisers. BGL's managing director, Ron Lesh, said: "Smarter SMSF has been part of our ecosystem for a long time. The new service ...

Banks move to derisk, workforces shrink

KANIKA SOOD  |  MONDAY, 25 MAR 2019
... move to redefine business models - ensuring they are both profitable and compliant - a shadow is cast over investors, advisers, employees and, ultimately, the economy. Australia's financial services industry account for about 30% of the $1.8 trillion ...

Former Apple exec links with AMP Capital

HARRISON WORLEY  |  FRIDAY, 22 MAR 2019
... efforts for its Latin American business. Based in Delhi, Preising is set to join AMP Capital's 15-strong team of senior advisers and provide insights to the firm's investment and asset management teams, which oversee the operation and development of ...

Former Financial Wisdom adviser banned

KARREN VERGARA  |  THURSDAY, 21 MAR 2019
... insurance churning. Geappen was licensed by Financial Wisdom from 2008 to 2016. In December 2016, he joined Dover Financial Advisers before jumping to Synchron in May 2018. According to ASIC FAR, Geappen ceased as an adviser in October 2018.