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Showing 5371 - 5380 of 9821 results for "Advisers"

AZ NGA acquires third CBA practice

ALEX BURKE  |  FRIDAY, 4 MAR 2016
... established in 1986 by Jamie and Sheila Luxton, has $380 million in funds under advice and employs 32 staff, including 14 advisers, six paraplanners and nine client service officers. Prior to the AZ NGA acquisition it operated under the Financial Wisdom ...

Labor wants stronger LIF rules

ALEX BURKE  |  FRIDAY, 4 MAR 2016
... extend past the first two years of an insurance policy because the current proposed arrangement could see "financial advisers pressure customers to unnecessarily change their life insurance policy after two years." He also said that the Bill should have ...

NAB supports ex-adviser ban

ALEX BURKE  |  FRIDAY, 4 MAR 2016
NAB has come out in support of ASIC's decision to ban one of its former advisers for five years. ASIC said that Gerard McCormack engaged in "misleading and deceptive conduct between June and July 2013, when he was a NAB adviser." Specifically, McCormack ...

BT awarded Life Company of the Year

DARREN SNYDER  |  FRIDAY, 4 MAR 2016
... has been awarded 2015 Life Company of the Year at a ceremony hosted by Plan for Life and the Association of Financial Advisers in Sydney last night. BTFG collected three of 13 awards on offer, also winning the Income Protection Award and Claims Team ...

SEC to run ad campaign promoting online consumer adviser checks

ALEX DUNNIN  |  FRIDAY, 4 MAR 2016
... Exchanges Commission (SEC) is stepping up its campaign to encourage retail investors to check the credentials of financial advisers. Later this year the SEC will be launching an updated version of its consumer campaign to remind investors they can go ...

Investment analysts overpaid and mostly redundant: Moore

MARK SMITH  |  THURSDAY, 3 MAR 2016
... going to be at odds with the market." Moore, who has just notched up 30 years in the funds management industry, said advisers and clients need only ask fund managers two questions to determine if they are a closet tracker: How many stocks are in the ...

ASIC cracks down on "independent" AFSLs

ALEX BURKE  |  THURSDAY, 3 MAR 2016
... remuneration as an authorised representative of Suncorp. "The independence of financial system gatekeepers such as financial advisers is an important issue for consumers and investors and may sway their decisions about their investments or their choice ...

Parliament passes FoFA amendments

ALEX BURKE  |  THURSDAY, 3 MAR 2016
... been passed by parliament. The Corporations Amendment (Financial Advice Measures) Bill will extend the time allowed for advisers to provide opt-in renewal notices and fee disclosure from 30 days to 60. It also includes measures such as treating insurance ...

Zurich to promote advice profession through Grad Mentor

ALEX BURKE  |  THURSDAY, 3 MAR 2016
... as introducing further professional development pathways for the profession. "At a time when education standards for advisers are under the microscope we want to give a greater voice to young advisers at professional development events, who can not only ...

UniSuper announces tax referrals as intra-fund advice grows

ALEX BURKE  |  WEDNESDAY, 2 MAR 2016
... proposition is that regardless of the recommendations made there are no commissions and no referral fees, meaning our advisers can truly recommend a solution that aligns to the best interest of our members." Commenting on the rising demand for intra-fund ...