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Showing 6791 - 6800 of 9822 results for "Advisers"

Whittaker Macnaught advisers to operate under Financial Wisdom

LAURA MILLAN | TUESDAY, 25 JUN 2013

Former Whittaker Macnaught advisers will operate under Commonwealth Bank-owned Financial Wisdom Australian Financial Services Licence (AFSL). Commonwealth Bank Wealth Management Advice said that this was the last step of its decision to close the Whittaker ...

Guardian Advice monetises new medical service for advisers

MARK SMITH | TUESDAY, 25 JUN 2013

... dealer group Guardian Advice has launched a medical and pathology service, in partnership with Health Predictions, for advisers to easily refer clients and get a share of the profits. When medical and pathology testing is needed as part of an insurance ...

HUB24 add AIA to platform

JAMES FERNYHOUGH | MONDAY, 24 JUN 2013

... the past two years. AIA general manager of life insurance Damien Mu said the platform linkups are designed to reduce advisers' administrative load, freeing them up for more client-facing time. "Platforms are a rapidly growing business channel for advisers ...

ASIC proposes stricter training requirements for advisers

LAURA MILLAN | MONDAY, 24 JUN 2013

... submissions until September 30, 2013. The consultation paper is an update to RG 146 "Licensing: Training of financial product advisers" and proposes an increase on generic knowledge requirements, specialist knowledge requirements for financial planning ...

Shelf space battle heats up in US platforms

ALEX DUNNIN | MONDAY, 24 JUN 2013

... platforms in the US is forcing asset managers to compete harder for shelf space, while at the same time trying to protect advisers, according to new research. Boston-based global analytics firm Cerulli Associates said while this is forcing asset managers ...

Advisers face shrinking market as super funds merge

JAMES FERNYHOUGH | FRIDAY, 21 JUN 2013

Financial advisers face a shrinking market and increased competition as the government's StrongerSuper reforms force smaller superannuation funds to merge, according to Jenny Wilcocks, a partner at law firm Holding Redlich. "The government's agenda ...

Government agrees to 12-month TASA exemption

LAURA MILLAN | THURSDAY, 20 JUN 2013

... managed investment schemes. "These measures will give consumers confidence that tax advice they receive from financial advisers is provided according to the highest professional standards," assistant treasurer David Bradbury said. The coalition will ...

AFA Inspire initiative launched in Sydney

MARK SMITH | THURSDAY, 20 JUN 2013

The Association of Financial Advisers (AFA) formally launched its Inspire initiative to provide a network and professional community for women in the financial advice industry at an event in Sydney last night. The initiative is aimed not only at financial ...

Wilson HTM defies loss expectations

LAURA MILLAN | THURSDAY, 20 JUN 2013

... is significant," Coppin said. Wilson HTM is also reinforcing its wealth management business and has now more than 80 advisers, which focus on serving high net worth clients. Coppin refused to comment on the investigation that the board is conducting ...

UK RDR yet to change adviser charging models

ALEX DUNNIN | WEDNESDAY, 19 JUN 2013

... remuneration methods. A survey of the post-RDR impact released by the Action Consulting Goup (ACG) revealed that 72% of UK advisers are charging percentage fees broadly inline with what they used to do pre-RDR. About one-quarter are charging fees that ...

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Treasury responds to Debelle's review into the AOFM

KARREN VERGARA

Treasury has responded to the Guy Debelle-led review into the Australian Office of Financial Management (AOFM), agreeing to all six recommendations.

Bravura ups guidance, reports earnings increase

RIDDHIMA TALWANI

Bravura Solutions informed investors cost discipline will protect its full year earnings result after a client migrated to a Business Process Outsourcing (BPO) early in the year.

MaxCap hires from Vanguard, AustralianSuper

MATTHEW WAI

MaxCap has welcomed two senior directors, including a portfolio manager from Australia's largest super fund, reporting to the recently named chief executive Kylie Robb.

Zenith snags mandate from Granite Bay

MATTHEW WAI

Granite Bay Private Wealth has selected Zenith Investment Partners to support their investment governance and due diligence.

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Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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