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| | | ... Fund in June. Airlie's team is travelling the countryside this week to promote its investment story to financial advisers and retail investors. Portfolio managers Matt Williams and Emma Goodsell told a Sydney event that of the big four banks they ... |
| | | | ... were used to fund the resolution of disputes unrelated to superannuation, such as complaints against banks and financial advisers," she said. Furthermore, Scheerlinck said there needs to be more clarity around AFCA's cost recovery model, and a breakdown ... |
| | | | ... joining the FPA in 2016. Tattershall said his remit would involve travelling throughout NSW and Queensland to talk to advisers about Centrepoint's latest developments. "It's an exciting time to be joining Centrepoint given their unique positioning in ... |
| | | | ... on facts. Polling delegates as to how much grandfathered commissions contribute to their practice income, about 80% of advisers said they represent less than 15%. About 10% of respondents said trail commissions account for between 15 and 30%, while just ... |
| | | | ... your products, it is to look after the best interest of the clients," Mackay said. "Shane Oliver said today that good advisers are finding it hard to find clients. I say, good financial planners are having to turn away clients and are running full ca ... |
| | | | Financial advisers will need to complete 50 hours of continuing professional development under new proposals from the Financial Adviser Standards and Ethics Authority. Releasing its draft guidance on CPD, FASEA is proposing the number of hours advisers ... |
| | | | The superannuation industry should brace itself for fewer legacy arrangements, fewer accounts, and greater demand for needs-based insurance. This was a key message from PwC asset and wealth management leader Craig Cummins as he opened the Financial ... |
| | | | ... the level of the platform itself, and within investment products, the report said. Consumers and in most cases, their advisers need to appreciate the "double layer of fee impact and how to aggregate, or disaggregate, this disclosure depending on the ... |
| | | | Advisers and investors should be "particularly vigilant" of investment scams this time of the year, as scammers prey on people's fear of getting in trouble with the ATO as tax season continues, according to Finder. Australians are now losing $1 million ... |
| | | | ... managers, asset classes and risk profiles. Our focus is to offer a broad and well diversified investment menu that supports advisers in providing holistic advice to their clients," he said. Michael Csavas recently joined Australian Unity as general manager ... |
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