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Showing 5971 - 5980 of 9822 results for "Advisers"

MLC partners with SPAA

JAMES FERNYHOUGH  |  FRIDAY, 12 DEC 2014
MLC has partnered with the SMSF Professionals' Association of Australia (SPAA) to provide advisers with self-managed super fund (SMSF) advice accreditation, training and support. Under the scheme, MLC and NAB licensees who attain SPAA accreditation ...

FEATURE: 2014 year in review

MARK SMITH, LAURA MILLAN, JAMES FERNYHOUGH  |  FRIDAY, 12 DEC 2014
... to FoFA, which had been passed as regulations. ASIC has said that it will take a "sensible and measured" approach on advisers who need to adapt their businesses to the initial version of the legislation. Self-managed super funds The SMSF market continues ...

ANZ asks for US-style national adviser exam

LAURA MILLAN  |  THURSDAY, 11 DEC 2014
ANZ has offered to foot the bill to start-up a national exam for financial advisers that mirrors the United States Series 7 exam run by the Financial Industry Regulatory Authority (FINRA). The bank estimated that it would cost $600,000 to kick-start ...

Steve Tucker and Paul Heath launch HNW business

JAMES FERNYHOUGH  |  WEDNESDAY, 10 DEC 2014
... principle of partnership, combined with an opportunity to be an owner of the business, will be very attractive to those advisers who want to be at the vanguard of a new, respected direction for the profession."

Lonsec gains 2,800 users through iRate

LAURA MILLAN  |  WEDNESDAY, 10 DEC 2014
... Eyk group of companies. iRate's 2,800 users include financial planners from large licensees and independent financial advisers, Lonsec said. The platform's clients can access Lonsec's research including managed funds, exchange traded funds (ETFs), separately ...

Advisers debate insurance commissions ban

LAURA MILLAN  |  TUESDAY, 9 DEC 2014
Life risk advisers should avoid business structures based exclusively on commissions and start to look at ways to diversify their revenue,following the Financial System Inquiry (FSI) recommendations on life insurance and commissions. "There has been ...

Second Gwen Fletcher award winner named

STAFF WRITER  |  TUESDAY, 9 DEC 2014
... between the International Association of Financial Planners (IAFP) and the Australian Society of Investment and Financial Advisers (ASIFA) to become the Financial Planning Association of Australia in 1992. She also coined the name 'Financial Planning ...

Labor asks for bipartisan consensus on FSI super issues

LAURA MILLAN  |  MONDAY, 8 DEC 2014
... 'general advice', but said he was "disappointed that Murray did not go as far as recommending a national exam for financial advisers."

Rename general advice, disclose ownership: FSI

LAURA MILLAN  |  SUNDAY, 7 DEC 2014
... financial planners who provide Tier 1 product advice. The FSI also was supportive of the public register of all financial advisers in Australia, including those who are employees. The report said that the register should include licence status, work ...

Murray's FSI: consumers win round one

ALEX DUNNIN  |  SUNDAY, 7 DEC 2014
... sector that has for the last four years tied itself in knots over how to implement best interests duties for financial advisers this redefines the problem by taking it out of the hands of street level advisers and places it directly on the institution's ...