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Showing 841 - 850 of 1239 results for "licensees"

Managed accounts usage to grow 38%

LAURA MILLAN  |  FRIDAY, 30 OCT 2015
... the quarter, Managed Accounts Holdings (MGP) said. The managed accounts provider said that an additional 10 boutique licensees are in the process of launching the firm's MDA Service over the coming months. This lifts the number of licensees using it ...

Steve Helmich joins Affinia

ALEX BURKE  |  WEDNESDAY, 21 OCT 2015
... became clear to me early in the process that Brett and his team are determined to see Affinia become one of the leading licensees in the advice profession with a strong focus on supporting advisers to provide the best possible advice and service to their ...

CBA refunds $7.6 million to 8400 customers

DARREN SNYDER  |  MONDAY, 19 OCT 2015
... customers. ASIC deputy chairman Peter Kell said identifying and reporting breaches is a key obligation for financial services licensees. "Where errors occur, it is important that they be rectified promptly and appropriately. That includes restoring consumers ...

IOOF behind HUB24 buyout offer

LAURA MILLAN  |  WEDNESDAY, 14 OCT 2015
... across the company's retail and licensee branded white label products, as well as long standing and recently signed licensees. "HUB24 has a strong pipeline of new opportunities and is in advanced discussions with several potential licensees," the ...

Chi-X adds advice, stockbroking market participants

LAURA MILLAN  |  TUESDAY, 29 SEP 2015
A stockbroker and two independent financial planning licensees have joined the Chi-X Australia trading platform. Stockbroker OpenMarkets and advice firms Morgans and Shaw and Partners are now part of the Chi-X platform, which has 34 other market participants. ...

ASIC's robo-advice taskforce to monitor AFSLs

STAFF WRITER  |  MONDAY, 28 SEP 2015
... 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 ASIC division, the Innovation Hub, will be monitoring activities by newly-licensed ...

New faces to lead financial services policy reform

LAURA MILLAN  |  MONDAY, 21 SEP 2015
... Business could provide benefits in relation to understanding the pressures regulations place, particularly on small licensees." Hockey leaves Parliament Commenting on the Cabinet reshuffle, Bragg said: "We expect the new Treasury team will hit the ground ...

ANZ senior manager leaves to set up consultancy

LAURA MILLAN  |  TUESDAY, 15 SEP 2015
... division comes shortly after the bank's wealth management arm announced that it was bringing together financial planning licensees Millennium3 and Financial Services Partners (FSP) under one structure. As a result, Millennium3 chief executive left the ...

Super law changes "political suicide"

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... come in to Australia to do the same. Because of this, he said there was a growing opportunity for specialist advice licensees that focus on national and international taxation law. "There's a number of people from Australia who work overseas, whether ...

ANZ restructures advice licensees

LAURA MILLAN  |  FRIDAY, 4 SEP 2015
ANZ will bring together the management teams of two of its financial planning licensees and as a result Millennium3 chief executive Richard Klipin will step down from his role. ANZ will consolidate the management teams of Millennium3 and Financial Services ...