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

Search Results

Showing 41 - 50 of 100+ results for "Adviser"

Bravura appoints head of Sonata Alta

KANIKA SOOD  |  TUESDAY, 31 AUG 2021
... team. Other Bravura products that the fund said it will use included AdviceOS, Babel Superstream messaging and member and adviser digital offerings.

Iress integrates DDO with Xplan

ANNABELLE DICKSON  |  MONDAY, 30 AUG 2021
Iress' design and distribution obligation (DDO) solution will be integrated with Xplan allowing financial advisers who use the software to access Target Market Determinations (TMDs) throughout the entire advice process. Iress' DDO solution has three ...

Lockdowns see uptick in advice seekers

ELIZABETH MCARTHUR  |  MONDAY, 30 AUG 2021
New figures have revealed that Australian families are feeling the pressure of lockdowns, with more enquiries about divorce and an increase in those seeking financial advice. The figures come from The Separation Guide, a service which brings together ...

Former adviser hit with criminal charges

KARREN VERGARA  |  MONDAY, 30 AUG 2021
After breaching his ASIC banning order, a former financial adviser is facing criminal charges. Lawrence Toledo, who is a former representative of Sentinel Private Wealth, has been charged with breaching a financial services banning order on three occasions ...

Financial adviser levy to drop

JAMIE WILLIAMSON  |  MONDAY, 30 AUG 2021
... 2018/19 levels for the next two years, saving the sector at least $46 million. The levy will be restored to $1142 per adviser, as was charged in 2018/19, while licensees will continue to pay the flat rate of $1500. The reduction will see advisers pay ...

CountPlus profit plummets

ANNABELLE DICKSON  |  FRIDAY, 27 AUG 2021
... flagged that in order to compete with peers they are offering fee discounts between $10,000 and $15,000 per recruited adviser for six to 12 months. "Our team has demonstrated resolve and persistence in the face of these headwinds. We maintained a strategic ...

IMAP names award winners

ANNABELLE DICKSON  |  FRIDAY, 27 AUG 2021
The Institute of Managed Account Professionals (IMAP) announced the winners of its annual awards. Proton by Nucleus Wealth took out the award for Innovation which acknowledges the operation and process of managed accounts, adoption by advisers and licensees ...

IOOF posts $143.5m loss for FY21

KANIKA SOOD  |  THURSDAY, 26 AUG 2021
... IOOF chief executive Renato Mota said the company will not chase scale necessarily, despite recent acquisitions, to grow adviser numbers. "...We see [with] growth in number of clients we serve, the growth in the number of advisers is very important but ...

Madison delivers for Clime one year on

KARREN VERGARA  |  THURSDAY, 26 AUG 2021
... has been underpinned by a balance of established practices on the one hand and innovation through technology and fresh adviser talent on the other," she said. Additionally, Donat is seeing a steady growth in the number of referrals. "Our advisers have ...

ASIC outlines corporate plan

ANNABELLE DICKSON  |  THURSDAY, 26 AUG 2021
The corporate regulator will be focusing on economic recovery, reducing consumer harm, cyber security and industry compliance over the next four years in order to strengthen the financial system. ASIC's 2021-25 Corporate Plan focuses on economic recovery ...