Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 6951 - 6960 of 9822 results for "Advisers"

Managed accounts set for an overhaul

LAURA MILLAN  |  MONDAY, 11 MAR 2013
... post-Future of Financial Advice (FoFA) world. "We may see some platforms withdrawing this type of discretionary service for advisers due to the additional licensing requirements and also some restructuring of the way fees are charged, as some operators ...

TAL wins Life Company of the Year

MARK SMITH  |  WEDNESDAY, 6 MAR 2013
TAL has been named the Plan For Life (PFL)/Association of Financial Advisers (AFA) 2012 Life Company of the Year for the second year in a row. As well as winning the overall Platinum Award, TAL also took away the Term/TPD Product Award and was a finalist ...

EQT appoints former Invesco state mgr

LAURA MILLAN  |  WEDNESDAY, 6 MAR 2013
... Queensland key account manager. Grima will be responsible for maintaining and developing relationships with Queensland-based advisers and licensees. He will report to David Myers, national sales manager of Equity Trustees' funds distribution. Grima has ...

More details needed on conflicted remuneration guide

LAURA MILLAN  |  TUESDAY, 5 MAR 2013
The Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) have welcomed the release of the Australian Securities and Investments Commission (ASIC) guidance on conflicted remuneration but have asked for more clarity on ...

ClearView appoints heads of direct and advice

LAURA MILLAN  |  TUESDAY, 5 MAR 2013
... appointed Mike Pope as head of ClearView Financial Advice in order to ensure support for employed, franchised and aligned advisers. Pope has over 20 years experience in the industry and he previously worked for over six years as executive director at ...

NGS Super lists portfolio holdings

MARK SMITH  |  TUESDAY, 5 MAR 2013
... investment option, as well as the sector breakdown, in an interactive, online format," he said. On the whole, the majority of advisers and investors say they'd like to see greater portfolio disclosure to make better decisions about their investments. ...

SEC consults direct to the public

ALEX DUNNIN  |  TUESDAY, 5 MAR 2013
... public in a review of whether to make new rules about regulatory obligations for broker-dealers and retail investment advisers. The initiative stands in contrast to Australian regulators which rely overwhelmingly on industry reactions. Driving the inquiry ...

Industry bodies welcome Code of Conduct update

LAURA MILLAN  |  MONDAY, 4 MAR 2013
The Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) have welcomed the release of the Australian Securities and Investments Commission (ASIC) guidance on the regulatory code of conduct. After the release of the guidance ...

AFA makes board and exec changes

ALEX DUNNIN  |  MONDAY, 4 MAR 2013
The Association of Financial Advisers has made a number of changes to its board and senior executive following a recent meeting. Brad Fox, recently appointed as AFA chief executive, has resigned from the position of AFA Treasurer to take up the role ...

Guardian Advice unveils mentoring and equity partnership program

LAURA MILLAN  |  THURSDAY, 28 FEB 2013
Boutique advice network Guardian Advice seeks to attract young advisers and help them start their professional career through a mentoring program and an equity partnership that will be announced within the next eight weeks. Guardian advisers' average ...