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Showing 51 - 60 of 199 results for "New Adviser"

HUB24 upgrades distribution capabilities

HARRISON WORLEY  |  THURSDAY, 5 DEC 2019
The platform provider expanded its distribution team, hiring several business development managers and appointing a national team of training and relationship managers to support financial advisers. Former CommSec Adviser Services state manager Lydia ...

Perpetual expands risk advisory capabilities

ELIZA BAVIN  |  WEDNESDAY, 27 NOV 2019
Perpetual picked up a Melbourne-based specialist risk advisory business. Perpetual has acquired Priority Life, a specialist risk advisory business with a strong focus on medical practitioners, professionals and business owners, to strengthen its risk ...

FASEA chief unaware of dwindling adviser numbers

JAMIE WILLIAMSON  |  FRIDAY, 1 NOV 2019
FASEA chief executive Stephen Glenfield refused to acknowledge the impact increased education requirements has had on financial adviser numbers during a recent Senate Estimates hearing. Appearing before the committee, Glenfield was asked by Liberal ...

Dealer group shuts after advisers depart

KANIKA SOOD  |  FRIDAY, 18 OCT 2019
A dealer group boss decided to close down its Australian Financial Services License after finding it hard to restock advisers with the FASEA education requirements. Queensland-based Myonlineadvisers was started by James Sutherland in 2012 as a non-aligned ...

Government extends FASEA deadlines

KARREN VERGARA, JAMIE WILLIAMSON  |  FRIDAY, 30 AUG 2019
The Federal Government has extended the deadlines for financial advisers to pass the Financial Adviser Standards and Ethics Authority's exam, as well as meet its qualification requirements. Assistant Minister for Financial Services, Superannuation ...

Down but not out: Top advisers adapt

ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
Latest figures from ASIC's Financial Adviser Register (FAR) paint a telling picture of the state of Australia's financial advice sector, with close to 3000 advisers dropping out of the industry since February. According to Rainmaker analysis, the official ...

Perpetual in acquisition mode

KANIKA SOOD  |  FRIDAY, 23 AUG 2019
Perpetual is willing to break away from its value investing heritage as it looks for new investment managers to add to its lineup. Perpetual Investments, which brings almost half of the company's operating profits, reported a 29% slump in its profits ...

Fitzpatricks expands footprint

KRISTI CHENG  |  WEDNESDAY, 31 JUL 2019
Fitzpatricks Private Wealth added another practice to its growing network. Fitzpatricks told Financial Standard it bought a stake in Perth-based Stewart Symonds & Partners, representing 38 new advisers who have joined. It is one of seven new practices ...

Spectrum Wealth representatives find new homes

ELIZABETH MCARTHUR  |  MONDAY, 29 JUL 2019
... Advice, a further 11 to Climb Wealth and nine to Life Plan Financial Planning. Clients of Spectrum who wish to find a new adviser have been advised by ASIC to make sure they are dealing with an adviser authorised by an AFS licensee. The decision by Spectrum ...

CPA, CAANZ designations approved

KANIKA SOOD  |  THURSDAY, 18 JUL 2019
... standard. Today's approvals follow from June 14 approvals when FASEA released a list of approved qualifications for the new adviser standards. This included 13 current graduate diplomas, eight historical graduate diplomas and 11 bridging courses.