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Showing 431 - 440 of 1904 results for "licensee"

Diverger takes stake in McGregor Wealth Management

CHLOE WALKER  |  MONDAY, 4 JUL 2022
... leading financial adviser firm Centrepoint Alliance in late June. The potential merger could create the third largest licensee behind Insignia and AMP.

MLC Life enhances income product range

ANDREW MCKEAN  |  WEDNESDAY, 29 JUN 2022
... protect what's important to them," MLC said. "Informing the design of the products was extensive customer, adviser and licensee research. It revealed customers wanted greater flexibility of the conditions included in their policy, had high income ...

AMP wants life insurance caps raised, fees lowered

CASSANDRA BALDINI  |  MONDAY, 27 JUN 2022
... and a crisis in the costs and availability of professional indemnity insurance for the uncapped liability of running a licensee," the submission said. "Over the last three years the number of advisers in the sector has fallen dramatically from approximately ...

Centrepoint says Diverger offer overlooks strategic value

JAMIE WILLIAMSON  |  MONDAY, 27 JUN 2022
... Centrepoint has significantly benefited from the acquisition of ClearView Advice, which has consolidated a financially stable licensee with strong recurring revenue, high quality advisers and industry leading services to these advisers," it said. It ...

Government commits to Quality of Advice Review in current form

JAMIE WILLIAMSON  |  FRIDAY, 24 JUN 2022
Minister for financial services Stephen Jones has met with independent reviewer Michelle Levy to discuss the ongoing review. In a statement, Jones confirmed he has met with Levy and supports the review continuing under its current Terms of Reference. ...

ASIC releases CCIV guidelines

CASSANDRA BALDINI  |  FRIDAY, 24 JUN 2022
... corporate directors and registering CCIVs. Our new and updated guidance will assist corporate directors to comply with their licensee obligations and other requirements under the Corporations Act." ASIC will update its key regulatory guidelines and release ...

Clear up uncertainty: AFA, FPA

JAMIE WILLIAMSON  |  FRIDAY, 17 JUN 2022
... accessibility and affordability of advice. "Our overall objective in terms of regulatory uncertainty is that an adviser and their licensee can have confidence that the advice that they have provided in an efficient form today will be assessed as compliant ...

APRA sheds light on YFYS Performance Test

CASSANDRA BALDINI  |  THURSDAY, 16 JUN 2022
... may be closed to new beneficiaries if the product fails this year's performance test." APRA added it will send RSE licensee results of the performance in a written notification prior to publication. "Publication of the outcomes of the performance ...

Padua appoints head of technical advice

CHLOE WALKER  |  WEDNESDAY, 8 JUN 2022
Rudy Haddad has been appointed to head of technical advice overseeing the firm's technical capabilities across its software, services, research and data divisions. With over 23 years' experience in financial advice, Haddad joins Padua from Wealth Market ...

ASIC releases estimate cost recovery levies for 2021/22

ANDREW MCKEAN  |  TUESDAY, 7 JUN 2022
... adviser for licensees that provide personal advice to retail clients on relevant financial products. The $1500 flat per licensee charge remains unchanged after the Morrison government capped ASIC's recovery levy charges to help advisers deal with the ...