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Showing 41 - 50 of 113 results for %22SMSF Adviser Network%22

ASIC FAR, advice industry contract

JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
... growing advice group in the three years to December 2018 was the National Tax and Accountants Association, also known as SMSF Advisers Network. Over the three year period, the licensee went from just 11 advisers to more than 1080. The rapid and significant ...

CountPlus acquires stake in advice firm

KARREN VERGARA  |  TUESDAY, 30 APR 2019
... Rundles Prime. Total consideration for the Melbourne-based firms is a cash payment of $2.481 million. This brings CountPlus' network to 18 member firms. Prime Financial Group also announced today that it sold its 50% stake in Rundles Prime and a 10% ...

Major advice licensee in possible best interest breach

JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2019
... 2018, the licensee added a further 219 advisers. Reviewing client files, the regulator became concerned that some of SMSF Adviser Network's advisers failed to demonstrate compliance with the best interest duty and related obligations. The watchdog ...

OPINION: Post RC, where to now for retail super?

ALEX DUNNIN  |  MONDAY, 4 FEB 2019
... possibly by properly independent arms-length professional advice delivered by properly qualified experts (FASEA's adviser education reforms can't come into effect fast enough to enable this to happen). While all this may appear to vindicate the ...

Challenger kicks off active ETFs

KANIKA SOOD  |  MONDAY, 10 DEC 2018
... has lost the first-mover advantage. "We probably took longer than we had expected but we are expecting strong pick up from SMSF direct channels, broker-advised channels and adviser channels," Hamilton said. "We have a very strong distribution network ...

Gender diversity in advice dormant

JAMIE WILLIAMSON  |  FRIDAY, 9 NOV 2018
... higher ratios of women, accounting for 38% of total advisers. Overall, the licensees with the most women advisers are AMP, SMSF Advisers Network, Commonwealth Financial Planning, Westpac and NAB. From a geographic perspective, despite having the fewest ...

Fiducian continues growth trajectory

JAMIE WILLIAMSON  |  FRIDAY, 17 AUG 2018
... acquisitions, franchised planners, white label/badged platform clients and funds distribution. It is also looking to build SMSF administration capabilities. The group also said regulatory reform and change in industry dynamics looks set to present enhanced ...

Macrovue appoints ANZ Wealth executive

KANIKA SOOD  |  FRIDAY, 20 JUL 2018
The AMP-backed investment fintech has appointed a chief marketing officer from ANZ Wealth, and is expected to make more hires in its sales and marketing teams over the next sixth months. Macrovue's new chief marketing officer is Scott Spencer. He ...

Intiger hires global head for AI software push

KANIKA SOOD  |  THURSDAY, 29 MAR 2018
... his new employer said. While working for CBA, Jaja also contributed to embedding legislative reform in the bank's advice network and the delivery of core bank policies across CBA's primary financial planning licensee networks. He has also worked for ...

OneVue sells SMSF admin business

ALEX BURKE  |  MONDAY, 26 MAR 2018
... "consistent with our growth strategy, building the scale, reach and capability of our market leading administration offering to SMSF trustees." "SuperConcepts now has a comprehensive suite of product and service solutions for SMSF trustees, accountants ...