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Showing 3801 - 3810 of 9819 results for "Advisers"

Evans Dixon buys Fort Street Advisers

KANIKA SOOD  |  MONDAY, 10 SEP 2018
The ASX-listed financial services company has acquired Fort Street Advisers and will merge it with its capital markets business to create a corporate and institutional business. Evans Dixon will also ramp up its stake in the $730 million Fort Street ...

Planning diploma relevant despite FASEA

JAMIE WILLIAMSON  |  MONDAY, 10 SEP 2018
... Planning, according to a leading industry education provider. Currently the minimum education requirement for financial advisers, Mentor Education believes the DFP will continue to be the qualification of choice for many other roles in the industry. ...

BT Financial Group proposes advice restructure

JAMIE WILLIAMSON  |  FRIDAY, 7 SEP 2018
BT Financial Group is reviewing its business model for salaried financial advisers, with plans to discontinue the Virtual Advice offering - resulting in significant redundancies. BT Financial Advice has proposed the scrapping of its virtual advice initiative ...

CBA research lead heads to Morningstar

KANIKA SOOD  |  FRIDAY, 7 SEP 2018
... a strong background across research and managing teams, along with knowledge of advice and working with licensees and advisers." CBA has confirmed that current senior manager, investment research Brent Bevan has been promoted to replace Ramrakha. Ramrakha's ...

MLC, NULIS in court over $100m in illegitimate fees

JAMIE WILLIAMSON  |  THURSDAY, 6 SEP 2018
... also deducted about $67 million in Plan Service Fees from 300,000 members of MLC MasterKey Personal Super where Plan Advisers were not required to provide services and members did not receive services at all or any services that weren't already freely ...

Advisers warming up to LICs

KANIKA SOOD  |  THURSDAY, 6 SEP 2018
... Clayton says until last year about 80% of LIC floats were taken up by brokers while 20% participation came from financial advisers and planners. However, the broker-adviser split is now roughly 50-50, Clayton said at the recent Financial Standard ETF ...

UK adviser competency to be re-evaluated

JAMIE WILLIAMSON  |  THURSDAY, 6 SEP 2018
Financial advisers in the UK are facing similar challenges to their Australian counterparts, with the Financial Conduct Authority introducing a new assessment aimed at raising standards and competence. The FCA has partnered with the Chartered Insurance ...

Life insurer undertakes strategic review

JAMIE WILLIAMSON  |  THURSDAY, 6 SEP 2018
... life insurance, as well as income and loan protection. It is closely linked to boutique dealer group, Spectrum Wealth Advisers. Freedom will face the sixth round of the Royal Commission, commencing next week.

Former MyPlanner adviser fails best interests test

JAMIE WILLIAMSON  |  WEDNESDAY, 5 SEP 2018
... by MyPlanner since November 2015. Prior to that he was an authorised representative of Laura Dean Holdings and Future Advisers, and Luiten Shores Financial Planning.

SMSFA questions three-year audits

KARREN VERGARA  |  TUESDAY, 4 SEP 2018
... not be a significant take-up of the proposed triennial audit by SMSF trustees as our research has shown that many SMSF advisers may recommend that their clients undertake annual audits to ensure their fund is compliant," Maroney said. The Federal Government ...