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Showing 4771 - 4780 of 9821 results for "Advisers"

Advisers to consult on ASIC's behalf

JAMIE WILLIAMSON  |  WEDNESDAY, 29 MAR 2017
ASIC has formed a committee comprising practicing financial advisers in a bid to improve the advice industry's engagement with the regulator. The Financial Advisers Consultative Committee (FACC) will complement ASIC's existing engagement with the industry ...

Deadline looming for adviser tax registration

KARREN VERGARA  |  WEDNESDAY, 29 MAR 2017
Advisers are urged to register with the Tax Practitioners Board (TPB) or else risk operating illegally, warns a member. TPB director and financial planner Julie Berry told industry colleagues at a recent conference that if they have not yet registered ...

Fintechs and instos must align: Saxo

DARREN SNYDER  |  TUESDAY, 28 MAR 2017
... Fournais said Saxo has about 120 white-label partnerships globally, serving large banks, smaller start-ups including robo advisers, and news sites. Saxo Capital Markets, through SaxoTraderGO, recently launched a service that allows clients to post multiple ...

Sentry Group awards industry excellence

JAMIE WILLIAMSON  |  TUESDAY, 28 MAR 2017
... event in Perth, with Sentry Group chief executive Murray Hills saying the non-aligned licensee prides itself on helping advisers achieve the best they can. "The Practice of the Year, PMM Financial Advisors, demonstrated outstanding client service, best-practice ...

Adviser cybercrime insurance launches

KARREN VERGARA  |  TUESDAY, 28 MAR 2017
... Adviser Ratings and a global insurance and risk management provider are launching an insurance policy aiming to protect advisers against cybercrime. Financial advisers registered on the Adviser Ratings platform will be eligible to take out cyber liability ...

SMSF investors shift gears

EMMA RAPAPORT  |  MONDAY, 27 MAR 2017
... of managed funds. AMP Capital head of self-directed wealth and SMSF Tim Keegan says this presents an opportunity for advisers to help SMSF trustees construct their portfolios and navigate market volatility. "If trustees continue to be exposed to significant ...

Franklin Templeton launches adviser education tool

KARREN VERGARA  |  MONDAY, 27 MAR 2017
Franklin Templeton Investments has launched its global online training portal for advisers in the Australian market. Franklin Templeton Academy provides an interactive learning curriculum for financial advisers aiming to enhance financial planning knowledge ...

CFS knuckles down on managed accounts

JAMIE WILLIAMSON  |  MONDAY, 27 MAR 2017
... in the final stages of a major technology enhancement to its FirstWrap platform. Responding to feedback from financial advisers and their clients, CFS engaged global technology provider IRESS to launch a further suite of separately managed accounts on ...

Panorama fortifies BTFG adviser market

KARREN VERGARA  |  FRIDAY, 24 MAR 2017
... upgrading its wealth management platform will generate cost savings of $100 million per year with benefits for financial advisers and investors. BTFG head of product development Anil Sagaram said it's important to note Panorama is not a wrap replacement ...

Former adviser cops ASIC reprimand

JAMIE WILLIAMSON  |  FRIDAY, 24 MAR 2017
... on the outcome, ASIC deputy chairman Peter Kell said: "Consumers need to have confidence and trust in their financial advisers." "ASIC will use all regulatory means available to protect consumers from financial advisers who don't meet the standards expected ...