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Showing 3551 - 3560 of 9818 results for "Advisers"

BT adds extra capability to life quote software

HARRISON WORLEY  |  FRIDAY, 1 MAR 2019
Financial advisers using BT's life insurance quote and application software will enjoy new enhancements after the wealth group rolled out an update. Two new features have found their way into BT's LifeCENTRAL+ and are set to make life easier for financial ...

New managed portfolio education hub launched

JAMIE WILLIAMSON  |  FRIDAY, 1 MAR 2019
A new education portal for financial advisers keen to learn more about managed portfolios has launched. HUB24 introduced a new online hub providing a raft of content for financial advisers, covering how managed portfolios work, how they differ from ...

Sunsuper introduces advice fee caps

JAMIE WILLIAMSON  |  THURSDAY, 28 FEB 2019
... balance between preventing members' balances being eroded by ongoing fees while at the same time allowing financial advisers to deduct fees for the quality advice they provide." With about 40,000 Sunsuper members currently working with an adviser ...

AFA rebukes ideological drive against conflicted remuneration

HARRISON WORLEY  |  WEDNESDAY, 27 FEB 2019
The Association of Financial Advisers came out swinging in a public response to the Royal Commission's final report this morning. Speaking at the Sydney leg of the association's annual Connect Tour, AFA general manager of policy and professionalism ...

KPMG expands advice remediation team

HARRISON WORLEY  |  TUESDAY, 26 FEB 2019
... The case assessor would then determine whether or not customers should be remediated, and may be required to contact advisers and customers to fully understand the advice provided. The firm is also on the hunt for a subject matter expert lead, with RG146 ...

Royal Commission boosts platform provider

HARRISON WORLEY  |  TUESDAY, 26 FEB 2019
... the potential opening of institutional approved products lists and the need for ongoing annual client engagement from advisers, agreeing with Netwealth's assertion that more money would flow away from institutional platforms toward "modern" investment ...

Macquarie shuffles wealth leadership

HARRISON WORLEY  |  MONDAY, 25 FEB 2019
... Macquarie's wealth products. He will ultimately be responsible for the firm's relationships with about 7000 financial advisers who use Macquarie wealth products, including its wrap platform, cash management accounts and managed accounts offerings. Garrett ...

Grandfathered commissions ban splits industry: Poll

KARREN VERGARA  |  MONDAY, 25 FEB 2019
... the time of the Future of Financial Advice (FoFA) reforms to an end. The time for transition has passed," Hayne said. "Advisers have an incentive to keep their clients in products with grandfathered commissions rather than advise them to move to better ...

Royal Commission and its one canoe message is on point

HARRISON WORLEY  |  MONDAY, 25 FEB 2019
Challenger chairman of retirement income Jeremy Cooper said the Royal Commission's outstanding lesson for SMSF advisers is to keep their feet in one canoe. Speaking on the final day of the Self-managed Super Fund Association's national conference in ...

MLC MySuper switches to lifestage

KANIKA SOOD  |  FRIDAY, 22 FEB 2019
... are meeting their changing needs. As soon as we are ready to make any further announcement, we will advise our clients, advisers and the market."