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

Search Results

Showing 3611 - 3620 of 9819 results for "Advisers"

Copia hires from Zenith

KANIKA SOOD  |  WEDNESDAY, 23 JAN 2019
... operating officer Sam Cole said the multi-affiliate is now focusing on articulating its boutiques' capabilities to financial advisers - after getting them onto major platforms. "We're delighted to have someone of Anthony's calibre join our team. Anthony ...

Managed accounts not immune to Royal Commission

KARREN VERGARA  |  TUESDAY, 22 JAN 2019
... Commission will have on remuneration and product recommendations. The Fold Legal chair Claire Wivell Plater urges financial advisers not to be "naive" in thinking that managed accounts are not subject to the same conflicts of interest as larger institutions. ...

Advice jobs are coming: Recruiter

KANIKA SOOD  |  MONDAY, 21 JAN 2019
Advisers and paraplanners face a year of booming job prospects, as the industry switches into hiring mode after a tough year of regulation, a large recruiting agency reports. According to the latest Hays Jobs Report, advice businesses sat on recruiting ...

ASIC cracks down on non-compliant AFSL

JAMIE WILLIAMSON  |  MONDAY, 21 JAN 2019
... expects advice licensees to have robust audit processes in place. They should conduct sufficient periodic audits of all advisers, involving reviews of complete advice files, and use suitably qualified and trained staff to conduct these audits."

BT launches new managed accounts offerings

HARRISON WORLEY  |  MONDAY, 21 JAN 2019
... accounts to BT Panorama, flagging more than 20 new additions would be made in the next 12 months. "CoreSeries offers advisers and their retail clients access to a range of high quality investment managers with several strategies not otherwise available ...

Praemium to upgrade platform

KANIKA SOOD  |  WEDNESDAY, 16 JAN 2019
Next month Praemium will roll out major upgrades to its integrated managed accounts platform for advisers and investors. Praemium has upgraded the technology, the coverage of the managed accounts, coverage of investments and user functionality, the ...

AFSL to begin independent review

DARREN SNYDER  |  WEDNESDAY, 16 JAN 2019
... is concerned with the adequacy and effectiveness of Kaz Capital's compliance framework, including how it monitors its advisers and whether it meets its compliance obligations under the Corporations Act. It said the appointment of an independent expert ...

SelfWealth launches ETF

KARREN VERGARA  |  WEDNESDAY, 16 JAN 2019
... revenue stream to the company," he said. Further, Ward said the SelfWealth Adviser Platform, which enables financial advisers to manage client portfolios, continues to be rolled out, and more advisers are set to join in early 2019. Also set to launch ...

IOOF, ANZ deal not in best interests of members: Morningstar

JAMIE WILLIAMSON  |  WEDNESDAY, 16 JAN 2019
... APRA, the estimate was $9.30 per share. Going forward, Morningstar expects IOOF will struggle with attracting financial advisers and funds, and may also be the target of a number of class actions. More proactive regulation by ASIC and higher compliance ...

Aussies want budget help: MoneySoft

HARRISON WORLEY  |  TUESDAY, 15 JAN 2019
... financial situation through its Personal Financial Management Platform, which it said was specifically develop for financial advisers and other finance professionals. According to Firefly Wealth founder and planner Adele Martin, young Aussies are feeling ...