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Showing 51 - 60 of 168 results for "Advisers for"

TAL continues successful FASEA course

ELIZABETH MCARTHUR  |  THURSDAY, 21 JAN 2021
Life insurer TAL has launched another round of its FASEA exam masterclass, which aims to prep financial advisers for the exam. The masterclass, run through TAL Risk Academy, has proven very popular with TAL noting it is one of the most attended courses ...

Class action launched against OnePath

ELIZA BAVIN  |  TUESDAY, 5 JAN 2021
... various superannuation funds by charging higher fees to members in order to pay unnecessary commissions to financial advisers for no ongoing benefit for the members. It also alleges OnePath breached its trustee duties by depositing certain cash investments ...

Advice firm launches dealer group

JAMIE WILLIAMSON  |  MONDAY, 7 DEC 2020
... Investment Partners' proprietary iComply2 software which has been available to external, self-licensed financial advisers for about 12 months. "The priority was really building the technology and as I've continued to build it out, I've done it in a way ...

Zurich launches new fund

ANNABELLE DICKSON  |  THURSDAY, 26 NOV 2020
... structural change. "This high conviction, long-term style of investment has been high on the wish-list for financial advisers for some time now, and we are pleased to bring this strategy to Australian investors during a period of historic global challenge ...

Zenith hires consultants from Lonsec

KANIKA SOOD  |  FRIDAY, 18 SEP 2020
... markets and advice delivery to investors, the company said. "Zenith has been providing managed account services to advisers for over four years now and this year, our service delivery to advisers has ramped-up even further," Zenith Investment Partners ...

Industry veterans launch dealer group

ALLY SELBY  |  MONDAY, 17 AUG 2020
... has five applications in the process, as well as 50 to 100 expressions of interest. The main reason given by these advisers for departing their dealer group was compliance, Alexander said. "The whole compliance framework is antiquated - and that's not ...

Managed accounts demand rises: Zenith

ELIZA BAVIN  |  TUESDAY, 23 JUN 2020
... insight and compliance rigour for the practice. Wright said Zenith has been providing managed account solutions to advisers for their clients for four years. "We believe managed accounts provide advisory firms with best practice portfolio management ...

AMP, Pendal launch new managed portfolio

ELIZABETH MCARTHUR  |  THURSDAY, 21 MAY 2020
... administrative performance and value for money." AMP director of wrap product Shaune Egan said there is demand from financial advisers for sustainable and ethics driven investment products. "Research shows that over half of Australia's population are ...

Mudslinging over FASEA extension continues

HARRISON WORLEY  |  WEDNESDAY, 13 MAY 2020
Labor has slammed the Association of Financial Advisers for spouting untruths over the path of the FASEA extension bill through the Senate. Shadow Assistant Treasurer and Shadow Assistant Minister for Financial Services Stephen Jones told Financial ...

Isolated advisers enter the digital age

ALLY SELBY  |  THURSDAY, 9 APR 2020
... is under control." Financial Planning Association of Australia chief executive Dante De Gori applauded financial advisers for stepping up to the challenge. "Just like every other business in Australia, financial planners have had to consider business ...