Search Results | Showing 451 - 460 of 1235 results for "licensees" |
| | | ... we would like to thank our customers, team and shareholders for their continued support." In addition to the 105 new licensees, HUB24 also revealed 441 advisers started using the platform during the financial year, an increase on 27.1% compared to the ... |
| | | | ... O&M Systems. The advice segment grew 14% on the previous corresponding period and reflected the growth in independent licensees and the demand in response to advice, compliance and data needs. Iress reported 400 advice practices migrated to its advice ... |
| | | | ... true level premium. Pillemer said: "We recommend the findings of Rice Warner's study to financial advisers and their licensees to assist in providing advice that is in the best long-term interest of the client." |
| | | | ... obligations protect investors, bolster investor confidence and underpin the integrity of Australian financial markets. If licensees don't take them seriously, they risk criminal conviction. ASIC will continue to closely supervise compliance with these ... |
| | | | ... administering them have gone up. The platform business allows fund managers to offer fee discounts to financial advisers, licensees or managed accounts providers, which are processed as fee rebates. So far, Netwealth did not charge fund managers a fee ... |
| | | | ... the COVID-19 pandemic are continuing." However, the total advice remediation provision relating to the ex-ANZ advice licensees is expected to increase by approximately $80 million. This is to be offset by a corresponding increase in an equivalent receivable ... |
| | | | ... Spectrum financial advisers, went from 74 financial advisers to 38 - losing almost half their advisers. Substantially fewer licensees managed to pick up advisers during the period, and those who did gained smaller numbers. Interprac and Sequoia both ... |
| | | | ... same period last year), while its gross inflows for the quarter were up 7% at $1.6 billion. HUB24 also signed 34 new licensees to the platform during the quarter, including financial advice firm Count, a large national broker, boutique licensees and ... |
| | | | ... represents AMP Financial Planning and Hillross financial advisers, and its board is made up of representatives from both licensees. Prior to joining Invest Blue, Mogg worked in a variety of financial advice roles at Suncorp. "Jennifer's strong operations ... |
| | | | ... offering, seeing traction from advisers already on what he said will be an efficiency game changer for advice practices. "Licensees need to ensure they are doing as much as they can to enable advisers to act in their clients' best interests and we believe ... |
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