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| | | ... platforms to revisit their own categorisation of products, which could have an impact on how products are used by financial advisers," explained Lonsec senior investment analyst, Rui Fernandes. "Secondly, this is likely to touch on the day-to-day relationship ... |
| | | | ... Financial Advice (FoFA) legislation are an improvement to financial planning businesses and are attractive to customers, some advisers are saying. "I am transitioning to a fee for service business model and I am feeling I am becoming better," Noall & ... |
| | | | ... months as we reshape the business to offer increased and more tailored services to our Principle business owners and advisers. "Peter's appointment ensures an increased focus on recruitment of new businesses, business development, key relationship management ... |
| | | | ... than ever to have a strong team in place to ensure we're continuing to offer the right solution for employer groups, advisers and our customers," Roy said. "Along with the introduction of MySuper, changing customer behaviour and technological change ... |
| | | | ... following concerns by the Australian Securities and Investments Commission (ASIC) over poor compliance and failure to monitor advisers' actions. The dealer group will focus on training the advisers and the compliance team. WealthSure will develop an ... |
| | | | ... legislation, dealer groups will quickly turn their focus and attention to succession planning as Baby Boomer practice owners and advisers seek to exit the industry and retire. Connect is also confident that advice firms will be outsourcing mergers and ... |
| | | | ... Tyndall AM's Tyndall Australian Share Concentrated Fund has been added to Colonial First State's FirstWrap platform, as advisers see clients focus on total returns and become increasingly more risk aware. The fund was launched to the retail market in ... |
| | | | ... to their service offerings in the post-FoFA world, according to Brett Sanders, joint chief executive of Philo Capital Advisers. Sanders said that the bad rap advisers have received of late has led many investors to dispense with advice altogether and ... |
| | | | ... Investments Ltd and Colin Strang Financial Services Ltd. The transactions mean AdviceFirst now has 39 qualified financial advisers in Auckland, Hamilton, Palmeston North, Kapiti, Lower Hutt, Wellington, Canterbury and Otago providing insurance, investment ... |
| | | | ... advice, but we anticipate a 30% increase of adviser numbers in the next months," Danaher said. IFS currently has about 75 advisers and it expects to triple the number of financial advisers over the next three years. Danaher admitted that the number of ... |
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