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Showing 651 - 660 of 1237 results for "licensees"

FASEA bumps adviser CPD to 50 hours

JAMIE WILLIAMSON  |  WEDNESDAY, 25 JUL 2018
... under the new standards. This means any bridging courses completed can be counted towards CPD hours. FASEA has suggested licensees take an active role in dictating the direction of CPD activities, also recommending they be required to publish a CPD policy ...

BTFG flags platform overhaul

HARRISON WORLEY  |  MONDAY, 23 JUL 2018
... announced today represent a move away from pricing that has historically been differentiated between different advice licensees. Our new pricing will provide advisers and their clients access to the same simple, low capped administration fees on BT Panorama," ...

Advisers grapple with client retention

KARREN VERGARA  |  WEDNESDAY, 18 JUL 2018
... planners as the degree equivalence requirements come into effect in 2024, and support from professional associations and licensees is needed to ensure a smooth transition," Peker said. Another trend reported was the rise of the self-licensed financial ...

Advisers name top platform provider

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
... years, there has been "extraordinary movement" out of the institutional space and a 43% increase in the number of small licensees, he said. "AMP and the banks could often afford to have technology support staff on the ground, resulting in a 'sticky' ...

IMAP to recognise managed accounts excellence

JAMIE WILLIAMSON  |  TUESDAY, 10 JUL 2018
... Mathews. The awards will be presented at an event in Sydney on 1 August. Award categories and finalists are as below: Licensees Managed Accounts Crystal Wealth Paradigm Group The Lunar Group Viridian Advisory WLM Financial Services Innovation Dynamic ...

Dover advisers turn orphans

JAMIE WILLIAMSON  |  FRIDAY, 6 JUL 2018
... than 30 days and they could no longer provide any new advice to clients. What followed was a warning from ASIC to other licensees of the extra due diligence that would be expected if they were to recruit former Dover advisers. According to Rainmaker's ...

Simple Fund 360 picks up AdviserLogic

HARRISON WORLEY  |  THURSDAY, 5 JUL 2018
... AdviserLogic on board," Lesh said. "AdviserLogic has a suite of software products built to assist financial advisers, licensees, brokers, corporate authorised representatives, software providers and AFSL holders to prosper." AdviserLogic chief executive ...

Cash is cash, APRA tells super funds

KANIKA SOOD  |  MONDAY, 2 JUL 2018
... characteristics necessary to be considered as cash or cash equivalent," the regulator said in a letter addressed to all RSE licensees. APRA's definition of cash identifies it as: cash on hand, demand deposits and cash equivalents that represent short ...

ASIC slams SMSF advice, flags further education reform

JAMIE WILLIAMSON  |  FRIDAY, 29 JUN 2018
... financial advice on setting up an SMSF that did not comply with the best interests duty or related obligations. Of the 102 licensees, 97 were found to have provided non-compliant advice. ASIC identified several limited AFSL holders and providers operating ...

FASEA yet to determine bridging courses

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
... equivalency standards is due to close tomorrow. FASEA also announced it conducted four consultation forums in May, inviting licensees, educators and industry associations to share views on the draft standards. "The forums gave guidance on FASEA's role ...