Search Results | Showing 791 - 800 of 940 results for "AFSL" |
| | | More than 8,000 advisers have opted for IRESS' XPLAN-CommPay solution to meet the Fee Disclosure Statement (FDS) requirements brought in by the Future of Financial Advice (FoFA) reforms, the software provider has said. According to IRESS, the 'vast ... |
| | | | ... licensee or a full time adviser?," adviser Troy Edmondson asked after handing back his Australian financial services licence (AFSL) and joining TAL-backed dealer group Affinia. Edmondson was the winner of the Association of Financial Advisers (AFA) Adviser ... |
| | | | Adviser Troy Edmondson has handed back his Australian financial services licence (AFSL) and is going to joining Affinia because compliance obligations were taking him away from his clients, he said. Edmondson has handed back the licence of Queensland-based ... |
| | | | ... Whittaker Macnaught advisers will operate under Commonwealth Bank-owned Financial Wisdom Australian Financial Services Licence (AFSL). Commonwealth Bank Wealth Management Advice said that this was the last step of its decision to close the Whittaker ... |
| | | | ... Personal Choice Management (PCM), which provides investment services and products for AIOFP members. PCM is a member owned AFSL holding entity that utilizes the scale of AIOFP members to negotiate superior conditions for clients and advisers. "This new ... |
| | | | ... buyer will place a different weighting to the items that are most important to them. This list includes factors such as the AFSL of the vendor, whether there is a buyer of last resort, access to bank funding, client exposure to failed products, business ... |
| | | | Paragem Australian Financial Services Licence (AFSL)'s funds under advice (FUA) has reached $1.9 billion after three practices joined the group between May and June 2013. The practices are all fee-based and look after more than $280 million FUA, which ... |
| | | | ... is more likely to be as a result of some medium size advisor groups losing their Australian Financial Services Licenses (AFSL)," Rainmaker director of research Andrew Keevers said. For example AAA Financial Intelligence which had its license revoked ... |
| | | | ... On July 1, 2013, accountants will be able to provide advice under new conditional Australian Financial Services Licence (AFSL) arrangements until June 30, 2016, when the accountants' exemption will be completely removed. "Accounting-based businesses ... |
| | | | ... differences along the way. Selling a business is made more difficult by the fact that Australian Financial Services Licence (AFSL) providers will rarely provide assistance if a sale will result in the practice leaving the AFSL. To assist practice owners ... |
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