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Showing 831 - 840 of 1277 results for "AFS"

Accountants slow to take up limited AFSL

ALEX BURKE  |  THURSDAY, 3 DEC 2015
Accountants have been slow to apply for the additional licensing conditions required to continue advising on self-managed super funds in 2016, according to Perpetual Private. Perpetual research found that 72% have yet to start their licence application ...

Two IPAC advisers join independent firm

MARK SMITH  |  WEDNESDAY, 2 DEC 2015
Independent advice firm Fitzpatricks Private Wealth has recruited two senior advisers from IPAC to its AFSL in Victoria. Bev Manallack and Heather Boughton join the company on 7 December from IPAC and will operate out of Fitzpatricks' Collins Street ...

Macquarie set to pay $14m to advice clients

LAURA MILLAN  |  MONDAY, 2 NOV 2015
Macquarie Equities Limited (MEL) has identified 163 clients who received inadequate financial advice and are eligible for $14 million compensation. Macquarie Group confirmed that the enforceable undertaking dictated by the Australian Securities and ...

Futuro makes five key appointments

ALEX BURKE  |  FRIDAY, 23 OCT 2015
Futuro has appointed four new planners and a client service coordinator across its aligned practices. Manly Financial Services in Sydney has appointed a senior strategy and research adviser, Brisbane-based iPlan has hired a planner, and Stablewealth ...

HNW Planning ramps up high-touch advice with netwealth managed accounts

MICHELLE BALTAZAR  |  FRIDAY, 16 OCT 2015
... dealer group's in-house Adviser Portal. HNW Planning will use the netwealth Managed Account Models as component parts of its AFS-level Model Portfolios that also use LICs, ETFs and other investments already available through the main netwealth platform. ...

Myonlineadvisers teams up with US robo firm

MARK SMITH  |  THURSDAY, 8 OCT 2015
American portfolio crash-testing company, RiXtrema, has announced signing an exclusivity agreement and memorandum of understanding with wealth management firm myonlineadvisers. The joint venture provides wealth advisers with online tools which will ...

Managed accounts forum sold out, 2015 adviser survey results revealed

STAFF WRITER  |  WEDNESDAY, 7 OCT 2015
More than 180 financial advisers and managed account professionals will be in Sydney tomorrow to attend a national forum on managed accounts where the key findings of the 2015 Financial Standard adviser survey on managed accounts will be revealed. Managed ...

Dunfo Capital AFSL canceled

STAFF WRITER  |  WEDNESDAY, 30 SEP 2015
Dunfo Capital, formerly known as GSM Financial Group, has seen its Australian Financial Services Licence (AFSL) canceled by ASIC. The financial services company's licence was suspended on February 2015, as ASIC gave Dunfo six months to meet its legal ...

ASIC's robo-advice taskforce to monitor AFSLs

STAFF WRITER  |  MONDAY, 28 SEP 2015
ASIC's brand new robo-advice taskforce will monitor businesses that intend to provide digital advice. The regulator thinks that "the majority of digital advice initiatives will be proposed by existing licensees rather than start-up businesses." Another ...

Midwinter gives Dover discount digital advice

STAFF WRITER  |  THURSDAY, 24 SEP 2015
Midwinter has partnered with Dover Financial Advisers to offer competitive pricing for AdviceOS, its digital advice platform. As reported in Financial Standard in May, AdviceOS is a holistic digital advice solution, which enables clients of AFSLs to ...