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| | | ... risk or random basis, and trustees also displayed variability in the onboarding and monitoring processes of financial advisers. Getting into the nitty gritty, ASIC said trustees should carefully consider the size and structure of their fee caps, finding ... |
| | | | Financial advisers will need to band together to successfully get through another of period of reforms that will ultimately make advice accessible and affordable, this year's Stockbrokers and Investment Advisers Association (SIAA) Conference will ... |
| | | | ... BSUB as we continue to broaden the range of investment options available to Australian investors and their financial advisers," he said. With the launch of BSUB, Betashares' now offers 19 cash and fixed income ETFs with $10.5 billion in funds under management. ... |
| | | | Financial advisers, licensees, and superannuation trustees are facing the ire of ASIC after an investigation found they are profiting from boiler room tactics that convince members to switch funds. An overwhelming number of members are goaded into leaving ... |
| | | | ... renewed its contract with Iress to continue to provide software to its 550 financial adviser network. Count's financial advisers will continue to use Iress' Xplan, saying that it wanted to partner with the right provider to support its growth ... |
| | | | ... of Australia's leading integrated accounting and wealth services providers with over 500 accountants and 550 financial advisers in our national community," Humphrey said. "The synergies we've identified so far will ensure we can continue to operate more ... |
| | | | ... investors with alternative investments, as only 20% reported that these opportunities were first suggested by their financial advisers. But interestingly, 64% of investors sought out their own methods for investing in alternatives. "Whilst ensuring that ... |
| | | | ... exceptional service for the long term," he said. Part of the broader reforms propose creating a new class of financial advisers called "Qualified Advisers" (QAs) who will not be financially incentivised. Many believe that super funds will have a leg ... |
| | | | Nearly one third (30%) of candidates who sat the latest round of the Financial Advisers Exam failed. A total of 298 candidates sat the 24 th exam, which is mandatory for those who want to practice as a financial adviser. The majority (77%) sat the exam ... |
| | | | ... to self-licensed practices through Jigsaw Advice Solutions, AMP Advice's dedicated service for independent financial advisers and self-licensees. AMP group executive, advice Matt Lawler said he was excited to launch a unique entry point into managed ... |
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