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

Search Results

Showing 441 - 450 of 971 results for "Registered"

FSC extends life code consultation deadline

KARREN VERGARA  |  THURSDAY, 24 JAN 2019
... January - there is still time to get your views heard," Loane said. The ultimate goal, she said, is for the code to be registered with ASIC. The code is enforced by the AFCA-administered independent body called the Life Code Compliance Committee. "Every ...

Pacific Current Group expands US investment

HARRISON WORLEY  |  THURSDAY, 24 JAN 2019
... office services. Pacific Current Group (ASX:PAC) picked up a 10% stake in Independent Financial Partners, a "hybrid registered investment advisers platform" based in the US. The global multi-boutique asset manager said the move is consistent with its ...

ATO and TPB terminate tax agents

DARREN SNYDER  |  FRIDAY, 18 JAN 2019
... The Tax Practitioners Board (TPB) and the Australian Taxation Office (ATO) received 19 consumer complaints about the registered tax agents. The complaints alleged the tax agents offered services online and had not passed on 2017-18 tax refunds to clients. ...

NAB to end financial planning compliance issue

HARRISON WORLEY  |  TUESDAY, 15 JAN 2019
... subsequently all were contacted, either through their financial adviser or various communications methods including registered mail, phone calls and direct contact. NAB said 74% of its impacted clients have so far returned new beneficiary nomination ...

Advice groups sign on to HUB24

KANIKA SOOD  |  WEDNESDAY, 9 JAN 2019
... its total funds under management crossed the $10 billion mark. Brisbane-based licensee AdviceIQ Partners brings 31 registered planners to HUB24's platform. The licensee has added 10 planners since June, 2017, Rainmaker data shows. HUB24 has also ...

TAL and Zurich lead inflows, CommInsure lags: Strategic Insights

KARREN VERGARA  |  WEDNESDAY, 9 JAN 2019
... premiums. After being slammed for its controversial sales tactics at the same round of the Royal Commission, ClearView registered a high 12.4% growth over the period. For the group insurance segment, MetLife (14.5%) and OnePath (5.7%) recorded well above-average ...

FASEA reforms see ASIC register swell

JAMIE WILLIAMSON  |  TUESDAY, 8 JAN 2019
... 3300 names were added throughout the year. Rainmaker analysis of the ASIC Financial Advisers Register shows advisers registered with the regulator grew from 25,484 to 28,863 in the 12 months to January 2019. Of the 28,863 on the register, 28,333 are ...

FASEA releases professional year standard

HARRISON WORLEY  |  FRIDAY, 21 DEC 2018
... hours of structured training before becoming known as a provisional financial planner or adviser. On Thursday FASEA registered the legislative instrument for its Work and Training (Professional Year) standard, which sets out the requirements for people ...

Advisers failing to submit SMSF returns

DARREN SNYDER  |  TUESDAY, 11 DEC 2018
... latest figure comes from the Tax Practitioners Board as it launches a new compliance strategy. The TPB is calling on registered tax practitioners - which collectively refers to tax agents, business activity statement (BAS) agents and financial advisers ...

HUB24 secures bespoke platform mandate

JAMIE WILLIAMSON  |  FRIDAY, 30 NOV 2018
... platform Accolade. Patersons currently has 113 financial advisers on its books, overseeing about $13.5 billion in CHESS-registered assets. Its Accolade platform administers about $2.4 billion in funds under management. After an extensive market review ...