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Showing 831 - 840 of 1240 results for "licensees"

LIF expected before parliament this week

ALEX BURKE  |  THURSDAY, 11 FEB 2016
... retail life insurance. At the same time, insurers such as AIA Australia and Asteron Life have been working closely with licensees to develop new insurance product models that better-align with the new framework, along with support services to help advisers ...

New business drives record HUB24 inflows

MARK SMITH  |  MONDAY, 18 JAN 2016
... from advisers using HUB24s own retail products. During the quarter HUB24 signed five new distribution agreements with licensees including a white label partnership with Fortnum Financial Group. Signed in October, the deal will see the transfer of over ...

Spire Copper Rock small cap fund added to two platforms

MARK SMITH  |  THURSDAY, 17 DEC 2015
... institutions, but Spire Capital has the remaining $300 million capacity available for the private wealth market with some licensees now including the fund in their model portfolios. "Copper Rock are a proven specialist in a sector that demands active ...

ASIC spots PI insurance gaps

ALEX BURKE  |  TUESDAY, 15 DEC 2015
... "important," ASIC explained, "because we do not have objective data about PI insurance, including the extent to which advice licensees hold adequate PI insurance." ASIC identified five key faults in the PI insurance sector. The first was defence costs ...

Cumulus practices dumping wraps for MDAs

ALEX BURKE  |  WEDNESDAY, 9 DEC 2015
... platforms and getting bogged down in administration." MGP chief executive David Heather added, "A growing number of licensees are discovering that traditional wrap platforms don't deliver the level of customisation, flexibility and functionality that ...

Suncorp to drop aligned advice businesses

ALEX BURKE  |  WEDNESDAY, 25 NOV 2015
... Planning currently comprise Suncorp's aligned, self-employed advice network. During the transition, customers of both licensees will be contacted individually so as to be assured that this decision will not impact current products or policies. "We have ...

Parliament repeals key FoFA amendments

LAURA MILLAN  |  TUESDAY, 24 NOV 2015
... November 2014. These include changes to the Statement of Advice (SoA) requirements; the repeal of the requirement that licensees send fee disclosure statements to pre-1 July 2013 clients; and the repeal of the opt-in requirement. The bill repeals changes ...

ASIC sees potential for "large scale loss" in robo-advice

LAURA MILLAN  |  MONDAY, 23 NOV 2015
... team, Louise Macaulay, outlined the regulator's strategy to understand the fintech sector. "We are seeing startups and licensees entering the area. We think it is a sector that has got the potential of lowering the cost of services, educating consumers ...

PROFILE: NAB Financial Planning general manager Paul Fog

ALEX BURKE  |  MONDAY, 23 NOV 2015
... giving us more ways to improve the capacity of our advisers, both within NAB Financial Planning and in our external licensees. "And, of course, we remain open for business. We're looking for new planners to coach - advisers looking for new opportunit ...

ASIC revenue and investigations decrease in 2015

ALEX BURKE  |  MONDAY, 2 NOV 2015
... to the four-year average (19 months in both cases). Similarly, while the number of breach reports from auditors and licensees increased by 17% to 1,635, the amount of reports referred for compliance, investigation or surveillance decreased from 51% to ...