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Showing 3971 - 3980 of 9819 results for "Advisers"

Listed fintech partners for financial wellness

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
... with Your Wealth Hub, a digital financial literacy and employee benefits offering co-founded by Association of Financial Advisers national president Marc Bineham and Noall & Co group general manager Gavin Glozier. Via a pilot program of Wisr's new financial ...

ASIC issues warning over Dover advisers

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
Advice licensees considering onboarding ex-Dover Financial Advisers' authorised representatives have been warned to ramp up due diligence processes by the corporate regulator. As the fallout from Dover's shock closure continues, ASIC has reinforced ...

HUB24 inks MDA, tech deal

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
... current MDA offering. Fitzpatricks group managing director John McMurdo said HUB24 built a tailored solution that offers advisers access to both the Fitzpatricks range of managed portfolios and a broad range of other investment options. HUB24's advanced ...

Industry fund calls for tougher SMSF rules

KARREN VERGARA  |  WEDNESDAY, 13 JUN 2018
... expertise was required to make informed investment decisions, Smith said. "Changes to SMSF rules would help prevent financial advisers from encouraging people into an SMSF when it is not in their best interest," he said.

Best-in-show funds pose pressing issues for advisers

KARREN VERGARA  |  WEDNESDAY, 13 JUN 2018
... proposed best-in-show list of the top 10 default superannuation products could have pressing implications for financial advisers which shouldn't be overlooked. According to Wealthdigital technical manager Rob Lavery, the ramifications for advisers stemming ...

Industry responds to Dover shutdown

JAMIE WILLIAMSON  |  TUESDAY, 12 JUN 2018
The Association of Financial Advisers will lobby ASIC and the Federal Government to extend the transition period provided to Dover Financial Advisers' authorised representatives in the wake of the dealer group's shock closure. On Friday evening ...

What worries Aussie advisers: Natixis

KANIKA SOOD  |  TUESDAY, 12 JUN 2018
The financial services Royal Commission coupled with the recent collapse of Dover Financial Advisers suggests it should come as no surprise that financial advisers are finding it difficult to navigate Australia's regulatory landscape. The 2018 Natixis ...

FASEA begins work on adviser exam

JAMIE WILLIAMSON  |  TUESDAY, 12 JUN 2018
... Authority commenced a consultation process of sorts to assist with its design of the industry exam which all new and existing advisers will be required to pass. FASEA is seeking expressions of interest from specialist education providers with experience ...

Aussie fixed income managers with global teams outperform: Zenith

KANIKA SOOD  |  TUESDAY, 12 JUN 2018
... off-benchmark positions, accounting for their 0.15% higher risk volatility than Australia-only fund managers. "For financial advisers selecting Australian fixed income funds, we believe each approach has its advantages and there are merits to both. While ...

Technical Services Forum looks at tax and aged care

KANIKA SOOD  |  FRIDAY, 8 JUN 2018
... technical services managers, compliance officers, professional standards officers, analysts, paraplanners and a few financial advisers and planners. IOOF senior technical services manager Linda Bruce presented the audience with a challenging case study ...