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Showing 4271 - 4280 of 9819 results for "Advisers"

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... property prices; and the outlook for China and Australia. SMSF Association National Conference More than 1300 financial advisers and self-managed superannuation fund (SMSF) trustees attended the Melbourne Convention and Exhibition Centre in mid-February ...

PeakSuper eyes expansion

EMMA RAPAPORT  |  THURSDAY, 21 DEC 2017
A newly rebranded SMSF service provider is hoping to expand its market reach with the help of financial advisers. Adelaide-based PeakSuper, formerly Catapult Super, will look to build partnerships with advisers to assist their clients with the establishment ...

Former Challenger executive joins HUB24

KARREN VERGARA  |  WEDNESDAY, 20 DEC 2017
... efficiently, including automating the creation of Records of Advice (ROA) and improving record keeping functionalities. Advisers can also view client portfolios holistically, including securities under a Holder Identification Number via the HUB24 platform ...

ASIC takes further action against MyPlanner

JAMIE WILLIAMSON  |  WEDNESDAY, 20 DEC 2017
Following on from ASIC's recent action against privately-owned MyPlanner, one of the dealer group's advisers has now agreed to refrain from providing financial services. The regulator has accepted an enforceable undertaking from James Fraser as a result ...

Career progression positive for women advisers

KARREN VERGARA  |  TUESDAY, 19 DEC 2017
... from. "Hitting sales targets and the reputation of the profession were increasingly more top of mind for the younger advisers entering the industry. This highlights an opportunity for the industry to inform and educate new entrants on expectations around ...

Fee-for-service faces ultimate risk test

DARREN SNYDER  |  TUESDAY, 19 DEC 2017
... business in the LIF environment will find it difficult to operate sustainably in 2018 and beyond. From January financial advisers will no longer be able to receive 120% upfront commission on the implementation of a life insurance policy. Over the next ...

CommInsure life insurance ads misleading: ASIC

KARREN VERGARA  |  TUESDAY, 19 DEC 2017
... its life insurance policies. An investigation between mid-2013 to March 2016 found Total Care Plan (sold via financial advisers) and Simple Life Insurance (sold directly to consumers), had "misleading and deceptive statements" on some of CommInsure websites ...

Big 4, AMP fork out massive compensation bill

KARREN VERGARA  |  MONDAY, 18 DEC 2017
... to ensure that ongoing advice was provided to customers who paid fees to receive such services; determined the extent advisers failed to provide the agreed services, as well as the product issuers that failed to switch off advice fees for customers who ...

IOOF research boss tenders resignation

ALEX BURKE  |  MONDAY, 18 DEC 2017
... ensure that we continue to deliver the highest quality research and portfolio construction for successful outcomes for advisers and investors." "I will keep in touch with you all as we progress with a suitable replacement for Matt's role," Mota said. ...

Amazon still an early-stage company: Fundie

DARREN SNYDER  |  MONDAY, 18 DEC 2017
... and in to high-income stocks; it actually broadened out and become stronger. This suits ARK Invest because financial advisers and their clients feel there's a need to invest in disruptive innovation companies because the world is changing quickly around ...