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Showing 4181 - 4190 of 9819 results for "Advisers"

Best interest duty failures lead to EU

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2018
... they received. In response, HUB24 said it had no commercial arrangements with Orth or Real Wealth. "There are over 1000 advisers in the market who recommend the HUB24 platform to their clients. Mr Orth is an adviser who had clients invested in the HUB24 ...

Institutions suffer financial adviser drain

ALEX BURKE  |  MONDAY, 19 FEB 2018
About one in 10 financial advisers swapped their licensee in 2016-17 - and 56% of these either stayed in or migrated to non-institutional options, according to Rainmaker research. Another third of those 2100 advisers migrated to institutional licensees ...

Costs fundamental to IOOF advice growth

DARREN SNYDER  |  FRIDAY, 16 FEB 2018
... reduced by $8.9 million compared to 1H17. He said this scale and efficiency "means we can deliver superior service for our advisers and their clients." The diversified wealth firm recorded 1H18 platform inflows of $617 million, marking the 20th consecutive ...

La Trobe marches credit fund beyond $2bn

DARREN SNYDER  |  FRIDAY, 16 FEB 2018
... the increased FUM "and our great performance metrics." "We've seen growing product demand as both investors and their advisers look for ways to achieve return objectives during periods of ongoing uncertainty and volatility across markets," Andrews said. ...

IFAs tackling bank-owned competitors head on

KARREN VERGARA  |  FRIDAY, 16 FEB 2018
Research shows independent financial advisers (IFAs) do not feel threatened by their bank-owned counterparts and are willing to take the competition head on. According to GlobalData's 2017 IFA survey, only a handful of IFAs perceive competition from ...

Synchron appoints state manager

KARREN VERGARA  |  FRIDAY, 16 FEB 2018
... spent his working life in financial services and has an intimate understanding of advice businesses and the issues facing advisers today, having built his own practice from scratch. "We believe he has the energy and commitment to build on Paul's considerable ...

FASEA accelerates degree equivalency agenda

JAMIE WILLIAMSON  |  THURSDAY, 15 FEB 2018
... date of release, Sanders said FASEA is completely aware of a gap in the understanding of the requirements for existing advisers due to lack of clarity on the equivalency issue. "Our original thinking was that we had six years to solve that particular ...

AMP cuts fees for new wholesale fund suite

ALEX BURKE  |  THURSDAY, 15 FEB 2018
... super, pension and investment clients. AMP head of product management David Clark explained: "AMP's Advantage Funds offer advisers and their customers great value and ease of access to highly-rated investment products." He added: "We've been able to ...

LIF reforms to drive specialised advice industry

ALEX BURKE  |  WEDNESDAY, 14 FEB 2018
... specialised approach, according to Bombora Advice managing director Wayne Handley. Handley said the LIF reforms are compelling advisers to "reflect and ensure we are well placed to leverage what the new era will offer." This means developing a specialised ...

NAB appoints new regional advice GM

ALEX BURKE  |  WEDNESDAY, 14 FEB 2018
... to our customers. Having Tim Steele and Ross Barnwell on my leadership team speaks to how much NAB - and I - value our advisers and advice business," Hagger said. Further explaining the reasons behind the restructure, Hagger added: "We continue to focus ...