Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 571 - 580 of 938 results for "Representatives 221"

FPA shines light on "catch-all" dilemma

LAURA MILLAN  |  TUESDAY, 25 NOV 2014
The "catch-all" phrase within the Future of Financial Advice (FoFA) best interests' duty provision is back, with advisers wondering what it means for their businesses. The Financial Planning Association (FPA) general manager of policy and conduct Dante ...

Increased record keeping provisions for advisers

LAURA MILLAN  |  TUESDAY, 18 NOV 2014
Financial advisers will need to keep additional records proving they've complied with the best interests' duty when they give personal advice to retail clients after 23 March 2015. Information to be provided will include documentation that proves the ...

Libertas FP to offer SMA portfolios

STAFF WRITER  |  WEDNESDAY, 12 NOV 2014
Independent firm Libertas Financial Planning has added Bellmont Securities separately managed accounts (SMA) to its approved product list. The offering includes the Bellmont Core Equities Portfolio, which is a blue-chip equities portfolio, giving investors ...

Van Eyk spin-off signs first major client

MARK SMITH  |  TUESDAY, 4 NOV 2014
InvestSense, the company established by van Eyk's former asset consultant team, has signed its first major client. Sentry Group, a national dealer group headquartered in Perth, has signed up to the new service. Established in 2005 by industry stalwart ...

Cbus employees accused of perjury

JAMES FERNYHOUGH  |  MONDAY, 3 NOV 2014
Two Cbus employees have been accused of perjury and the fund's culture has been strongly criticised in a submission by the council assisting the Royal Commission into Trade Union Governance and Corruption. In his submission, council assisting Jeremy ...

Government clarifies adviser register funding

LAURA MILLAN  |  MONDAY, 27 OCT 2014
The government's public register of financial advisers will raise $5 million over the next four years by increasing the Australian Financial Services (AFS) licensee annual lodgement fee with the Australian Securities and Investments Commission (ASIC). ...

Arthur's back. Wait, no he's not

COLIN BRINSDEN, AAP ECONOMICS CORRESPONDENT  |  FRIDAY, 24 OCT 2014
The Abbott government's announcement of an improved register for the beleaguered practitioners was marred by an embarrassing blunder. Treasury was forced to issue a rare apology after mistakenly making the announcement under the name of suspended frontbencher ...

Funding for the government's adviser register unclear

LAURA MILLAN  |  FRIDAY, 24 OCT 2014
How the public register of financial advisers will be funded remains unclear, with the government saying that the money will come via a $5 hike in the annual lodgement fee for Australian Financial Services (AFS) licensees. A statement from Minister ...

Financial Wisdom and Count also subject to higher standards

LAURA MILLAN  |  THURSDAY, 23 OCT 2014
Advisers at Commonwealth Bank-owned (CBA) Financial Wisdom and Count Financial will be subject to higher education standards from today, joining their counterparts at Commonwealth Financial Planning and BW Financial Advice. The new standards apply to ...

Chocolate biscuits and animal spirits

BENJAMIN ONG  |  TUESDAY, 21 OCT 2014
All is clear again on the Wall Street front. Central bank assurances have silenced the Johnny Littles wailing that the sky is falling. We could only imagine now what would have happened to equity markets and in turn to sentiment and then the economies ...