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Showing 671 - 680 of 1224 results for "Licensees"

HUB24 expands distribution team

KANIKA SOOD  |  FRIDAY, 20 APR 2018
... takes on the newly-created role of HUB24's head of strategic sales, where he will lead business initiatives involving licensees, boutiques and new corporate partners. Paula Day has also joined the platform provider, taking on the role of head of key ...

AMP platform fees laid bare

KARREN VERGARA  |  WEDNESDAY, 18 APR 2018
... agreeing the platforms will automatically deduct fees from their accounts either every month or quarter and remit these to licensees. It is then up to the licensee's audit and compliance division to ensure that the adviser does provide a service to the ...

Insto licensees still bleeding talent

ALEX BURKE  |  WEDNESDAY, 18 APR 2018
The number of advisers using non-institutional licensees increased by 11.9% in the 12 months to December 2017, while institutionally-owned licensees saw adviser numbers fall by 4.4%. A new Rainmaker report explains that the number of registered advisers ...

AMP admits to serious misconduct in RC submissions

JAMIE WILLIAMSON  |  MONDAY, 16 APR 2018
... Act and the ASIC Act in relation to fees for no service. Orr said AMP acknowledged 196 events across 14 of its advice licensees where advisers failed to provide customers with services for which they had paid. The events took place between 1 July 2008 ...

AFA responds to 'disappointing' PJC life insurance report

KARREN VERGARA  |  WEDNESDAY, 11 APR 2018
... place by Minister for Revenue and Financial Services Kelly O'Dwyer. "Such a program will duplicate audits performed by licensees and will add significantly to the ASIC Funding Levy that each adviser will need to pay," it said. The association suggested ...

CFSGAM model portfolios added to FirstWrap

JAMIE WILLIAMSON  |  MONDAY, 9 APR 2018
... continue our commitment to provide a broad range of solutions for advisers including a tailored managed account offer for licensees with investment capabilities or bespoke requirements." Recent analysis from Investment Trends saw FirstWrap rank fourth ...

Executive pay structure still fuels risk-taking: APRA

KANIKA SOOD  |  WEDNESDAY, 4 APR 2018
... remunerate senior executives in a way that encourages risk-taking and undermines long-term financial health - but RSE licensees may be doing a better job than their peers, APRA said today. The findings follow a seven-month review APRA undertook last ...

MetLife makes senior hire

JAMIE WILLIAMSON  |  TUESDAY, 3 APR 2018
... MetLife's engagement with licensee management and research teams nationally. "We want to be the partner advisers and licensees rely on to help them navigate the changing world of life insurance for their clients," MetLife head of retail sales, Matt Lippiatt ...

Managed accounts climb to $57bn

ALEX DUNNIN  |  TUESDAY, 27 MAR 2018
... for $8.8 billion of the sector's $17.9 billion annual dollar growth. Potter said there are already about 200 advice licensees authorised to offer MDAs of which IMAP estimates 80 are already doing. Research by Rainmaker published last year revealed these ...

GROW Super begins group insurance innovation

JAMIE WILLIAMSON  |  THURSDAY, 22 MAR 2018
... partnering with IOOF for financial advice. IOOF has taken a minority stake in the start-up, which will work with IOOF licensees and financial advisers to develop digital capabilities across several engagement points. Speaking at the Conference of Major ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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