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Showing 3631 - 3640 of 9819 results for "Advisers"

Advice groups sign on to HUB24

KANIKA SOOD  |  WEDNESDAY, 9 JAN 2019
... company filings yesterday. The company is currently conducting the pilot of its ConnectHUB offering which will allow advisers to integrate multiple external data sources in real time, including cash management and annuities to enable a consolidated view ...

FASEA reforms see ASIC register swell

JAMIE WILLIAMSON  |  TUESDAY, 8 JAN 2019
Calls for existing financial advisers to join ASIC's Financial Advisers Register (FAR) were answered in 2018. More than 3300 names were added throughout the year. Rainmaker analysis of the ASIC Financial Advisers Register shows advisers registered ...

Advice dealer group, fintech align

JAMIE WILLIAMSON  |  MONDAY, 7 JAN 2019
A national financial advice licensee partnered with an innovative investment platform. Advisers licensed by Elders Financial Planning can now access Cashwerkz, a term deposit administration service and cash management platform. Advice clients can access ...

AFA explains stance on grandfathered commissions

DARREN SNYDER  |  FRIDAY, 21 DEC 2018
The Association of Financial Advisers has shed further light on its opposition to end grandfathered commissions, outlining considerations the financial services Royal Commission did not address in public hearings. Speaking to Financial Standard on Thursday ...

FASEA releases professional year standard

HARRISON WORLEY  |  FRIDAY, 21 DEC 2018
New financial advisers will be required to undertake 1500 hours of work activities and an additional 100 hours of structured training before becoming known as a provisional financial planner or adviser. On Thursday FASEA registered the legislative instrument ...

FASEA finalises adviser CPD standard

HARRISON WORLEY  |  FRIDAY, 21 DEC 2018
FASEA has settled on the continuing professional development requirements for financial advisers. Listening to industry consultation, the Financial Adviser Standards and Ethics Authority made several determinations upon registering the legislative instrument ...

CFS study finds managed accounts improve advice

KANIKA SOOD  |  FRIDAY, 21 DEC 2018
Financial advisers now have a number for how much more time they can expect to spend with their clients if they switch to managed accounts. A new whitepaper published by Colonial First State this week found advisers using managed accounts were spending ...

State Super CIO exits

KARREN VERGARA  |  FRIDAY, 21 DEC 2018
... monitoring the strategic and dynamic asset allocations; the appointment and oversight of external investment managers and advisers; and leading the internal investment and actuarial team. He joined the fund in August 2015 as head of unlisted assets and ...

Ten stories that defined the Royal Commission

HARRISON WORLEY  |  WEDNESDAY, 19 DEC 2018
... to decline the Royal Commission's request for assistance in identifying instances of misconduct, Dover Financial Advisers shocked the industry when it shut-down in June. Shortly after, the AFA set about lobbying the corporate regulator and Federal ...

Financial Standard unwrapped: Our top stories in 2018

HARRISON WORLEY  |  WEDNESDAY, 19 DEC 2018
... it was revealed by Financial Standard that BT Financial Group was reviewing its business model for salaried financial advisers, resulting in significant redundancies. Among a raft of changes considered by the wealth firm was a plan to discontinue its ...