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Showing 731 - 740 of 940 results for "AFSL"

Accountants threatened by regulation, falling profits, succession

ALEX BURKE | TUESDAY, 17 FEB 2015

... Beyond this, accountants have growing uncertainties about their advice facilities, especially given the looming removal of the AFSL "accountant's exemption" for SMSF advice in July 2016. "The accounting practices which are most successful are those that ...

DomaCom appoints state manager

MARK SMITH | THURSDAY, 5 FEB 2015

DomaCom has appointed Chris Benson to the role of state manager, Victoria and Tasmania. The fund manager said the appointment reflects the growing interest in its new Fractional Property Investment Fund in the southern regions. Benson has more than ...

MDS Financial Group to purchase Sequoia Wealth Group

ALEX BURKE | THURSDAY, 5 FEB 2015

... MDS. SWG operates in Sydney and Perth and has approximately $150 million in FUA. It is also currently applying for its own AFSL; this is expected to be granted in Q2 2015. Acquiring SWG will enable MDS to expand in tho the retail financial planning s ...

Separate risk advisers from other planners: Synchron

LAURA MILLAN | THURSDAY, 29 JAN 2015

... separating the two," Trapnell said. Trapnell proposed that licensees hold a specialist Australian financial services licence (AFSL) to deal in investment or financial planning advice and a different life insurance broker licence to deal in risk advice. ...

AdviserLogic launches licensee-to-adviser tech tool

STAFF WRITER | WEDNESDAY, 21 JAN 2015

... available to their planners' AdviserLogic accounts. A licensee CRM also enables Australian financial services licensees (AFSL) to deliver services more efficiently. "Enabling planners to allow access to their AdviserLogic account for their licensee reduces ...

ASIC cancels boutique's AFSL

HARRY PAGE | THURSDAY, 18 DEC 2014

... Ensure has the right to seek a review of ASIC's decision at the Administrative Appeals Tribunal. Protect Ensure is a boutique AFSL that provided a wide range of Adviser solutions.

FPA shines light on "catch-all" dilemma

LAURA MILLAN | TUESDAY, 25 NOV 2014

... that advisers need to be aware of basic conflicts of interest. He described conflicted remuneration as "any benefit to an AFSL or its representatives that could be expected to influence choices on product recommendations or advice given." To De Gori ...

AdviserLogic appoints NSW sales manager

LAURA MILLAN | MONDAY, 24 NOV 2014

Financial planning software provider AdviserLogic A has appointed a former Associated Advisory Practices (AAP) business consultant as sales manager for New South Wales. Marnie Page will be responsible for driving the growth of the business in NSW and ...

FoFA opt-in to cause advisers biggest headache

JAMES FERNYHOUGH | THURSDAY, 20 NOV 2014

... resign their contracts, known as the opt-in requirement. Martin McIntosh of Planning Partners, an adviser who runs his own AFSL, told Financial Standard: "It's a little frustrating that we need to reconsider our approach on how we run our business. "I ...

Non-aligned licensee inquiries to rise in 2015

LAURA MILLAN | MONDAY, 17 NOV 2014

... derivatives, so we can keep the costs down," he said. He made the decision to leave a large dealer group and set up his own AFSL because "when we looked at the spirit of the FoFA reforms, we couldn't see how you could be an authorised representative ...

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Federal Court calls out ASIC for re-running case on appeal

RIDDHIMA TALWANI

The Full Federal Court of Australia has criticised regulators for falling back on appeals to re-litigate cases on a different legal basis than the one run at trial.

Evergreen founder exits Ascalon Capital

KARREN VERGARA

Ascalon Capital has bid farewell to Evergreen Consultants' founder Angela Ashton, shortly after acquiring the consulting firm last year.

Powerhouse Ventures partners with European fund manager

KARREN VERGARA

ASX-listed Powerhouse Ventures has partnered with an unnamed European fund manager that will commit US$50 million to its fledgling Critical Infrastructure Opportunities (CIO) Fund.

KeyInvest unveils new investment platform, awards mandate

MATTHEW WAI

KeyInvest has launched a new investment platform to include a plethora of investment strategies ranging from private credit to global equities.

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