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Showing 6141 - 6150 of 9822 results for "Advisers"

Profit up and new products for ClearView

MARK SMITH  |  WEDNESDAY, 27 AUG 2014
... the period, improving on net outflows of around $150 million per annum over the last two years. The number of financial advisers in the ClearView dealer group (CFA) increased to 117 as at 30 June 2014, representing an increase of 15% over the prior year. ...

AAP offers PI insurance for independent advisers

LAURA MILLAN  |  WEDNESDAY, 27 AUG 2014
... Advisory Practices (AAP) is offering a professional indemnity (PI) insurance product tailored for independent financial advisers. The solution was launched earlier this year and since then average renewal premiums have lowered by 10% to 15%. Renewal ...

Aligned licensees could be renamed "restricted advice" groups

LAURA MILLAN  |  WEDNESDAY, 27 AUG 2014
... also highlighted the need to raise adviser's minimum education requirements, to create a national register of financial advisers and to establish a national examination for planners providing personal or holistic advice.

Higher education will not fix advice industry problems: Accountants

LAURA MILLAN  |  WEDNESDAY, 27 AUG 2014
... "Australians cannot have a professional relationship with an adviser when there is such disparity in the education levels of the advisers in the industry," the CAANZ submission said. The organisation noted that "the trusted relationship between a client ...

MDAs allow small players to act as large instos

LAURA MILLAN  |  WEDNESDAY, 27 AUG 2014
... The Financial Standard Best Practice Forum on Managed Accounts gathered industry experts, MDA providers and financial advisers in Sydney.

Netwealth overhauls adviser technology

ALICE URIBE  |  TUESDAY, 26 AUG 2014
... software to a new level. We presently provide our Model Office Solution to over 500 users across the country and all advisers have an opportunity to migrate to this program," he said. Netwealth has increased resources in its technology team to facilitate ...

BT unveils tougher adviser standards

LAURA MILLAN  |  TUESDAY, 26 AUG 2014
... Westpac-owned BT Financial Group is the latest group to confirm new minimum education requirements for its financial advisers, responding to mounting pressure from consumers, associations and a Senate Economics Committee report. Similar to the new rules ...

NAB gives advisers 3 years to meet tougher standards

LAURA MILLAN  |  MONDAY, 25 AUG 2014
... National Australia Bank (NAB) and MLC financial planners have three years to meet the new education standards, which require advisers to hold tertiary qualifications. NAB/MLC has been the latest to join the wave of Australian large financial institutions ...

AIA Vitality available on platforms

STAFF WRITER  |  MONDAY, 25 AUG 2014
... discounts on eligible insurance premiums. "We know that platforms are becoming an increasingly popular business channel for advisers to write risk, so we've got to make sure we tailor our products accordingly", AIA Australia chief executive Damien Mu ...

Mortgage Choice booms, invests in planners

AAP AND ALICE URIBE  |  FRIDAY, 22 AUG 2014
... expected to turn a profit on a monthly basis from next financial year and we are well on track to reach our goal of 60 advisers on the ground by 30 June 2015, with 33 already in place," Mortgage Choice chief executive Michael Russell said. "We are in ...