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Showing 801 - 810 of 1224 results for "Licensees"

Midwinter launches online training portal

KERRIE SYDEE  |  TUESDAY, 7 JUN 2016
... digitally rather than through traditional methods like written manuals and face to face training days/sessions. "When licensees and large practices are transferring from one software to another, one of the biggest hurdles they face during the transition ...

HUB24 FUA up 84pc

KERRIE SYDEE  |  TUESDAY, 31 MAY 2016
... across licensee white label products. Flows into the platform are being generated from an increasing range of active licensees including both standing supporters and recently signed groups. In addition to the FUA, HUB24 is also providing reporting services ...

Industry fund CEO joins MGP

DARREN SNYDER  |  THURSDAY, 26 MAY 2016
... company with more than $1.7 billion in assets under administration and relationships with some of Australia's leading licensees and advisers," Sharp said. "Alex brings a wealth of financial services and business experience to the company and is a well-respected ...

Knight Financial Advisors unveils new MDA service

MARK SMITH  |  WEDNESDAY, 25 MAY 2016
... MGP is also on track to roll out further MDA platforms over coming months with further interest also being sought by licensees with their own MDA Operator license seeking next generation integrated solutions.

Insto oligopoly stifling advice M&A activity

ALEX BURKE  |  TUESDAY, 24 MAY 2016
There are still far more buyers than sellers for financial planning businesses due to 85% of licensees being controlled by six institutions, according to Connect Financial Service Brokers chief executive Paul Tynan. Despite what Tynan perceives as a ...

Super fund disclosure gets extension

DARREN SNYDER  |  THURSDAY, 5 MAY 2016
... In a statement ASIC said it has also extended previous relief that allows registrable superannuation entities (RSE) licensees to provide a product dashboard with a super fund member's periodic statement by including a website address for the latest product ...

Accountants should beware AFSL traps

ALEX BURKE  |  MONDAY, 4 APR 2016
... independence requirement. "Some licensee agreements have very strict client ownership stipulations, especially those by licensees that operate within the big four major banks, AMP and IOOF," Tynan said. Tynan went on to suggest that accountants could ...

ASIC hands Allegianz six month suspension

KERRIE SYDEE  |  FRIDAY, 1 APR 2016
... licence conditions. ASIC has suspended Allegianz's licence until 10 September 2016. ASIC deputy chair Peter Kell said: "Licensees are required to lodge financial statements with ASIC to demonstrate their capacity to provide financial services. Failure ...

ASIC consults on robo regulation

ALEX BURKE  |  MONDAY, 21 MAR 2016
... "additional risks" digital advice providers face, such as cyber-attacks. As a result, ASIC said it expects all digital advice licensees to "assess their cyber security using recognised frameworks, such as the National Institute of Standards and Technology ...

FPA supports "bitter harvest" recommendations

ALEX BURKE  |  FRIDAY, 18 MAR 2016
... of which led to the 2009 crisis, are so complex that "many" FPA members avoid them due to a lack of understanding. "Licensees do not include them on their approved product lists. That's why the distinction between product sales and financial advice must ...