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| | | The heat may be on financial advisers to remove incentive payments and prove they are acting in the best interests of their clients, but for mortgage brokers untouched by these reforms it's business as usual. Licensed Finance Brokers of Australia (LFBA) ... |
| | | | ... Kurt Smyth, said the firm was appointed as AR's marketing, promotion and distribution partner. AR's clients includes advisers and accountants who provide SMSF services to clients. The group offers a 'one-stop-shop' SMSF service to their clients without ... |
| | | | ... financial planning industry on the Future of Financial Advice reforms - particularly on the accountants exemption and how advisers are charged. The Minister for Financial Services, Superannuation and Corporate Law, Chris Bowen, said he welcomed the industry ... |
| | | | ... locations... four to five offices in Sydney and three to four in Brisbane and Melbourne. "We'd prefer to have self-employed advisers and we provide the investment solutions and support," he said. According to Foster, the key to opportunistic growth means ... |
| | | | Legalsuper has re-appointed JANA Investment Advisers as its asset consultant for a three-year term. As asset consultant, JANA will continue to provide investment advice and recommendations to support the decision making of legalsuper's board and its ... |
| | | | ... becomes head of retail distribution, with responsibility for further expanding AUI's distribution services to financial advisers. Thomas was previously AUI's regional manager for Victoria, Tasmania and South Australia. In his new role, Thomas will be ... |
| | | | ... last month. Shadforth Financial Group has more than $8 billion in client funds under advice serviced by 110 financial advisers. |
| | | | ... State Street and BlackRock to its investment menu. "The growth in ETFs in recent times, coupled with demand from our advisers, led to the addition on Pursuit," said Nick Everingham, IOOF head of product. "ETFs are just another way for advisers to provide ... |
| | | | ... he left the firm and today the investment and ratings company provides research to more than 50 per cent of financial advisers in Australia. Continuing to provide asset allocation research and risk management advice, he advised industry super fund, LUCRF ... |
| | | | ... Administration Services (IAS) solution. The MA services enables Henderson Maxwell to implement a new proposition to clients and advisers that was not achievable using traditional platforms - discretionary portfolio management and transparent fee structures ... |
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