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| | | Advisers heard about the rising standards for UNPRI signatories and responsible investing at the official launch of Australia's first responsible investing platform. The Emerald Wrap is a non-aligned platform that promotes values based advice and is ... |
| | | | ... capabilities. Enhancements to the TAL Adviser Centre include simpler page designs, content organised to complement the way advisers manage their businesses, smarter functionality and new tools and resources. Brett Clark, TAL's chief executive of Retail ... |
| | | | ... organizations - representing corporate treasurers, finance officials from state and local governments, nonprofits, financial advisers, and individual investors - have written to the SEC warning of the consequences of misguided changes for their finances ... |
| | | | The FPA, ASIC and FOS have partnered to deliver a series of educational workshops for advisers to combat issues found in an upcoming ASIC Shadow Shop survey. The Australian Securities and Investments Commission (ASIC) revealed in February that conflict ... |
| | | | Pinnacle Practice has launched a new service for advisers and licensees, aimed at helping them find the most compatible match for their businesses. The My Dealer Group service offers independent licensee/adviser compatibility assessments. "In many respects ... |
| | | | ... members, especially for those interested in establishing self-managed super funds (SMSFs). "Through the OneVue platform advisers can also manage separately managed accounts, fixed interest securities and term deposits, traditional WRAP accounts, managed ... |
| | | | ... Valtwies provided analysis and investment advice to large financial institutions, investment committees, dealer groups and advisers on asset allocation, portfolio construction, investment manager selection and approved product list management. He also ... |
| | | | IOOF has cautioned advisers to prepare for the proposed reduction of the co-contribution matching rate from July 1, potentially impacting on a popular strategy for low income clients. Currently low income earners can co-contribute $1,000 into their ... |
| | | | ... head of life insurance. Also among the new features are options suited for older clients and new application methods for advisers to use. Advisers will have the choice of four methods of application for their clients' cover from 100% electronic to 100% ... |
| | | | ... public confidence in the financial services profession. ASIC's investigation into the conduct of several other former CFP advisers continues. "ASIC is committed to taking action against critical gatekeepers such as advisers who do not meet their responsibilities," ... |
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