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Showing 41 - 50 of 168 results for "Advisers for"

DomaCom hits $100m in FUM

CHLOE WALKER  |  FRIDAY, 14 JAN 2022
... chief executive Arthur Naoumidis expressed his thanks for the support among investors, licensees and their financial advisers for driving the fractional model forward. "It is this innovation coupled with advisers progressive thinking that has enabled ...

Forum: Do managed accounts measure up?

MICHELLE BALTAZAR  |  MONDAY, 22 NOV 2021
... portability, all of which will be discussed in the forum. Registrations are complimentary for licensed financial advisers for remaining seats. The event will be held at the Fullerton Hotel (formerly The Westin) in Sydney later this week (November 25) ...

Celebrating the 2021 FS Power50

STAFF WRITER  |  MONDAY, 1 NOV 2021
... of advice is," Williamson said. "Congratulations to the 2021 FS Power50." You can view the full list of FS Power50 advisers for 2021 here.

Conflicts of interest risk in funds management still high: ASIC

ANNABELLE DICKSON  |  FRIDAY, 24 SEP 2021
... structure of managed accounts can potentially lead to conflicts of interest as the management fee paid to financial advisers for managed accounts can represent a conflict of interest from vertical integration. This can emerge from financial advice groups ...

ASIC prepares advisers for DDO

KARREN VERGARA  |  FRIDAY, 17 SEP 2021
ASIC is urging financial advisers to be well prepared for the new Design and Distribution Obligations regime, warning that there should be no surprises when it kicks into gear on October 5. The corporate regulator said it will take a "reasonable approach" ...

Financial Masterplan advisers banned

ANNABELLE DICKSON  |  TUESDAY, 3 AUG 2021
ASIC banned two Gold Coast-based financial advisers for five years after they were found to have placed clients in inappropriate superannuation and insurance products. The corporate regulator believes Trent Allan and Fabrizio Urrutia were not adequately ...

PADUA accelerates distribution effort

KARREN VERGARA  |  THURSDAY, 29 JUL 2021
... to Canning. Canning commented: "I have been following the growth in PADUA and the solutions they provide financial advisers for some time. Both services divisions - paraplanning and transition management - are peerless in the industry - but it's the ...

Proxy advisers under scrutiny

ELIZABETH MCARTHUR  |  MONDAY, 3 MAY 2021
Proposed new legislation will see proxy advisers forced to be much more transparent on how and why they vote on matters put to shareholders. The government is proposing to reform proxy voting by requiring superannuation funds to disclose more detailed ...

Synchron demands clarity from insurers

ELIZABETH MCARTHUR  |  THURSDAY, 18 MAR 2021
... poor outcome for Australia and for Australians." Trapnell insisted it is in the best interests of policy holders and advisers for insurers to publicly share how they plan to handle the new regime.

Wage subsidy needed for new entrants: AFA

JAMIE WILLIAMSON  |  THURSDAY, 4 FEB 2021
... suggest that the funding model is flawed." As such, the AFA is asking the government to provide relief to financial advisers for the 2019/20 and 2020/21 and to undertake a review of the current model, saying that the funding levy should be pegged to ...