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Showing 5441 - 5450 of 9821 results for "Advisers"

More CBA-aligned advisers under scrutiny

DARREN SNYDER  |  THURSDAY, 17 DEC 2015
Client files of an additional 17 advisers at Commonwealth Financial Planning (CFPL) and Financial Wisdom (FWL) are to be reviewed for potential inclusion in a compensation program. This is the key finding in KordaMentha Forensic's second report on past ...

Omniwealth names new COO

MARK SMITH  |  TUESDAY, 15 DEC 2015
... big firm with key services available in one place at one time so that they can access the collective IP that all of our advisers have amassed about them to assist them." Crowe-Maxwell said: "The synergies between an accounting practice and a financial ...

Mercer LifetimePlus now on MPS platform

MARK SMITH  |  TUESDAY, 15 DEC 2015
... partner and architect of Mercer LifetimePlus, said. The move means the product is available to more than 50 financial advisers and 7000 customers who access the MPS.

ASIC spots PI insurance gaps

ALEX BURKE  |  TUESDAY, 15 DEC 2015
ASIC has completed its review of the professional indemnity insurance market for advisers in the eight months to June 2015. The report said the market is "stable and generally available," but there are gaps "between what ASIC expects and some of the ...

Paying women more super not the answer

DARREN SNYDER  |  TUESDAY, 15 DEC 2015
... lifetimes. The Senator's comments were made at the recent Sunsuper Women and Money Summit where a panel of female financial advisers gave their views on how to address the gender gap in retirement savings. Education and expanding financial literacy was ...

ASIC consults on LIF powers

DARREN SNYDER  |  TUESDAY, 15 DEC 2015
Financial advisers and the life insurance industry are being asked to consult the Australian Securities and Investments Commission (ASIC) over plans that would give the regulator power to set a maximum level of upfront and ongoing commission payments ...

ASIC bans NAB-aligned adviser

DARREN SNYDER  |  TUESDAY, 15 DEC 2015
... when he knew there was a conflict between his and the clients' interests. ASIC deputy chair Peter Kell said financial advisers must put their clients' interests ahead of their own. "Super switching that provides little benefit to the client but is very ...

Sentry Group restructures management

ALEX BURKE  |  TUESDAY, 15 DEC 2015
... executive Murray Hills. "These changes position Sentry to deliver on our strategy and to provide services and support for our advisers that will assist them increase productivity, efficiency and client engagement."

SMSF capability added to BT Panorama

MARK SMITH  |  MONDAY, 14 DEC 2015
... which offers access to all the investments on the BT Panorama platform. Launching in early 2016, the new solution allows advisers, accountants and their clients to collaborate on the establishment and management of an SMSF, supported by services that ...

Advice beats direct insurance for Aussie consumers

ALEX BURKE  |  MONDAY, 14 DEC 2015
The majority of Australian consumers prefer to purchase insurance policies through financial advisers rather than directly. This is the conclusion of Asteron Life's Attitude to Life Adviser Insights report, which surveyed 1,515 Australians across every ...