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

Search Results

Showing 4171 - 4180 of 9819 results for "Advisers"

ASIC bans Perth adviser

DARREN SNYDER  |  FRIDAY, 23 FEB 2018
... surveillance of life insurance advice. The project sees ASIC receive reports from life insurers that list the names of advisers who meet specific thresholds relating to lapsed policies. ASIC analyses these reports and other data to identify a group of ...

FPA optimistic CFP will get FASEA tick

JAMIE WILLIAMSON  |  FRIDAY, 23 FEB 2018
... Authority will recognise the Certified Financial Planner designation as a suitable bridging course for existing financial advisers. FPA chair Neil Kendall said the CFP is not a qualification and therefore cannot be recognised by FASEA as a degree. But ...

BTFG names insurers on expanded APL

KARREN VERGARA  |  FRIDAY, 23 FEB 2018
BT Financial Group advisers will see two insurers added to the BT life insurance approved product list from March, a threefold increase on the current APL. AIA Australia and TAL products will be available alongside BT Protection Plans, underwritten ...

Advisers cautious over fixed income allocations

DARREN SNYDER  |  THURSDAY, 22 FEB 2018
The $600 billion sitting in Australian term deposits tells a story that financial advisers and investors still treasure cash and there's apprehension to move money into once defensive fixed income assets. J.P. Morgan global market strategist for Australia ...

Tax adviser registrations swell

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2018
The total number of registered tax (financial) advisers has returned to 19,000, despite 6000 failing to renew their registration by the end of 2015. According to the Tax Practitioners Board, about 13,000 of the 19,000 registered tax (financial) advisers ...

Former wealth group chief joins Macrovue

ALEX BURKE  |  THURSDAY, 22 FEB 2018
... incredible job in rapidly growing Macrovue in our three key target markets of SMSF trustees, retail investors, and financial advisers," Macrovue chair Brendan Foley said. "We are embarking on an exciting growth phase of the business and are looking forward ...

Vertically aligned institutions pay $21.4m compensation

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2018
... to the $30 million compensation bill ASIC announced in March 2017 after it investigated how large institutions oversee advisers and address customer loss or detriment under Report 515. The Advice Compliance Project identified "high-risk advisers" who ...

Class recruits data manager

JAMIE WILLIAMSON  |  TUESDAY, 20 FEB 2018
The former head of client experience at WealthO2 has joined Class to grow the delivery of data feeds to financial advisers. Joining the SMSF administrator as feeds operations manager is Tom Sargent. Sargent joins after 12 months with WealthO2. Sargent ...

Premium China creates chief executive role

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2018
... continues to rapidly increase," Wu said. Premium China said Harding-Davis' appointment will enhance its capability to assist advisers and the research community with portfolio rebalancing, given Australian investors' low allocation to Asian equities ...

IOOF boosts flagship platform

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2018
IOOF is increasing efficiencies for financial advisers through a raft of enhancements to its leading retail platform, including non-lapsing binding nominations. Advisers using the IOOF Pursuit platform no longer need to update binding nominations every ...