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Showing 6811 - 6820 of 9822 results for "Advisers"

Dissenting Coalition TASA report could impact independents

LAURA MILLAN  |  FRIDAY, 14 JUN 2013
... submissions and working on a report that will be tabled in the Parliament next Monday. But the Association of Financial Advisers (AFA) chief operation officer Phil Anderson told Financial Standard that "it is quite probable that there is a dissenting ...

Who will fill the SMSF education gap?

JAMES FERNYHOUGH  |  FRIDAY, 14 JUN 2013
... expansion of the self-managed superannuation fund (SMSF) market is posing new challenges in the education of financial advisers, according to Liz Ward, education manager at the SMSF Professionals Association of Australia (SPAA). Ward said more and more ...

Asian LGBT advice firm headhunts Aussie planners

MARK SMITH  |  FRIDAY, 14 JUN 2013
... services. Changing attitudes in Asia mean that gay and transgender people are now more open about their lifestyles and savvy advisers are recognising they can fill a gap in the market. The debate around gay marriage is also topical around the world with ...

Industry bodies ask PJC for TASA extension

LAURA MILLAN  |  THURSDAY, 13 JUN 2013
... bill. The PJC held its first meeting yesterday in Sydney and major industry bodies made their case against financial advisers having to become registered tax agents to provide tax advice from July 1, 2013. Financial Services Council (FSC) chief executive ...

Big groups court AFS advisers with inducements

LAURA MILLAN  |  THURSDAY, 13 JUN 2013
... this year after Daly was forced out of AFS in June 2012. Daly denied having offered money to practices and said that advisers came to Beacon looking for a non-aligned dealer who wouldn't impose mandates on products or platforms. BT Select was also in ...

BDMs facing major changes without industry support

LAURA MILLAN  |  THURSDAY, 13 JUN 2013
Business development managers (BDMs) and practice development managers (PDMs) are facing similar challenges as advisers, but they lack support from the industry, research shows. While the focus of regulatory changes and compliance has been on advisers ...

AIOFP to provide Instreet structured products

LAURA MILLAN  |  WEDNESDAY, 12 JUN 2013
... member owned AFSL holding entity that utilizes the scale of AIOFP members to negotiate superior conditions for clients and advisers. "This new product offers clients access to specific markets and builds investment strategies with underlying investments ...

Macquarie Wrap launches FDS

LAURA MILLAN  |  WEDNESDAY, 12 JUN 2013
... (FDS) functionality ahead of the start of the Future of Financial Advice (FoFA) reforms. The new functionality allows advisers to customise their statement to align with the services they provide to their clients. Advisers can set up several FDS templates ...

PJC to hold TASA hearing tomorrow

LAURA MILLAN  |  TUESDAY, 11 JUN 2013
... Practitioner Board (TPB) can work together and avoid duplications. The hearings will also analyse the details of the advisers' transition to become registered tax agents. The Financial Planning Association (FPA) will appear tomorrow in front of the PJC ...

Employed advisers could face $200k liability under FoFA

JAMES FERNYHOUGH  |  TUESDAY, 11 JUN 2013
Employed financial advisers will be personally liable for serious breaches of the Best Interests Duty if they are authorised representatives (ARs), according to Charmian Holmes, solicitor director at The Fold Legal (the Fold). Once the Future of Financial ...