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Showing 4781 - 4790 of 9821 results for "Advisers"

Auscap added to Macquarie Wrap

KARREN VERGARA  |  FRIDAY, 24 MAR 2017
... that generate strong cash flows. It became available to retail investors from 1 December 2016, largely in response to advisers looking for increased accessibility to the fund for their clients. It also provides diversification away from the largest 12 ...

AMP upgrades wrap platform

KARREN VERGARA  |  THURSDAY, 23 MAR 2017
... funds under management since it was launched last year. Enhancements to the platform promises greater efficiency for advisers to manage multiple client activities simultaneously, giving them more choice in estate planning. Advisers for example, will ...

Record adviser numbers attend Sydney ABDO

JAMIE WILLIAMSON  |  THURSDAY, 23 MAR 2017
The Financial Standard Advisers Big Day Out (ABDO) Investment Manager Roadshow hit Sydney today, with more than 500 financial advisers and industry professionals registering for the annual event. Held at Shangri-La Hotel, Pyrford International strategic ...

BTFG announces giant Panorama leap

DARREN SNYDER  |  THURSDAY, 23 MAR 2017
... million of retirement savings. BT Financial Group's dimensions as at 30 September 2016: Financial advice - 510 salaried advisers; 589 Magnitude and Securitor advisers Investments - $32 billion funds under management (FUM); $1bn in deposits, $2bn in margin ...

ASIC permanently bans Queensland adviser

KARREN VERGARA  |  THURSDAY, 23 MAR 2017
... dishonesty, displaying a lack of integrity and professionalism. ASIC deputy chair Peter Kell said ASIC will ensure financial advisers who behave dishonestly are removed from the financial services industry. "[Logan's] wrongdoing was very serious. His ...

Professional standards need deeper thought: Consultant

JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAR 2017
Financial advisers must look beneath the surface of the recently enacted professional standards legislation and start combating the real challenges facing the developing advice profession. Assured Support principal and founder Sean Graham believes the ...

IOOF names new tech services head

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2017
... understanding of best practice provision of financial services advice and strategies. He is highly respected by licensees, advisers and his peers across the broader industry," Mota said. "I am confident Martin will ably lead the TechConnect team and ...

Fintech Nod takes on the unadvised

EMMA RAPAPORT  |  TUESDAY, 21 MAR 2017
A new fintech is hoping to reach out to the 80% of people who don't see financial advisers via a digital financial advice platform. Nod, backed by accelerator H2 Ventures, is aiming to bring financial experts to people on demand. Clients can ask a question ...

Fortnum creates professional advice framework

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2017
... will successfully drive Fortnum and its underlying practices into the future. Fortnum designed the framework to provide advisers with a guide to assist them in delivering quality, professional, client-centric advice to increase business efficiency and ...

Adviser contravenes FoFA obligations

EMMA RAPAPORT  |  MONDAY, 20 MAR 2017
... conduct, and failing to hold a current AFSL license. ASIC alleges that on numerous occasions since December 2015, WRM advisers have provided advice that is conflicted and in breach of the best interests obligations contained in the Corporations Act. ...