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Showing 4291 - 4300 of 9819 results for "Advisers"

ASIC widens conflicted adviser remuneration rules

ALEX BURKE  |  THURSDAY, 7 DEC 2017
... addresses the potential conflicts associated with conference benefits and commissions given by property developers to advisers in cases where the adviser recommends the use or establishment of a self-managed super fund to buy property. Rules around the ...

Fox joins Tribeca Financial board

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2017
Former Association of Financial Advisers (AFA) chief executive Brad Fox has joined the board of a Melbourne-based advice firm. Fox joins Tribeca Financial as a non-executive chair to help lead the firm's next growth phase. Tribeca Financial chief executive ...

Synchron adds to adviser network

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2017
... the future for our staff and clients." According to Rainmaker's Advantage report, the number of registered financial advisers increased by 13% in the 12 months to June, with institutionally-owned practices capturing 64% of the market. Synchron, Dover ...

Euroz partners for first managed account models

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2017
... The portfolios will be rolled out via HUB24 which Euroz recently partnered with for a white label platform, providing advisers with access to the collective capability of HUB24 and its subsidiary Agility Applications via an integrated desktop interface ...

MyPlanner enters ASIC radar

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2017
... financial advice and failing to adequately supervise its representatives. ASIC surveillance found there were MyPlanner advisers who did not make adequate inquiries into clients' relevant circumstances and didn't complete sufficient analysis to determine ...

Austock Life revamps, hires new leaders

KARREN VERGARA  |  TUESDAY, 5 DEC 2017
... management to help its rebranding efforts and launch its new product range, aiming to capture the market of financial advisers and clients of different generations. The specialist investment bond issuer has rebranded to Generation Life and will be led ...

Advice industry must think bigger: Netwealth

JAMIE WILLIAMSON  |  TUESDAY, 5 DEC 2017
... left behind if it doesn't catch up to the rest of the world. Findings from netwealth's recent AdviceTech report show advisers identified robo-advice, managed accounts and scaled advice as the top three technologies that will have the biggest impact on ...

Advisers can benefit from the spirit of giving

JAMIE WILLIAMSON  |  TUESDAY, 5 DEC 2017
Encouraging clients to engage in philanthropic activities in the lead up to Christmas can assist financial advisers in strengthening the advice relationship, according to Australian Unity Trustees. While giving increases as the festive season nears ...

AIA announces two-year fee waiver

KARREN VERGARA  |  MONDAY, 4 DEC 2017
... until 31 March 2018. Chief retail insurance officer Pina Sciarrone said this offer will increase benefits available to advisers' clients and ultimately help improve lapse rates. "We're seeing improved lapse rates on our Priority Protection (PP) and Priority ...

Longstanding Godfrey Pembroke practice seeks own AFSL

JAMIE WILLIAMSON  |  MONDAY, 4 DEC 2017
... out via an innovative licensee partnership model developed by Godfrey Pembroke and SCM which aims to facilitate wealth advisers in becoming self-licensed, while maintaining the many benefits offered by a longstanding dealer group relationship, Godfrey ...