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Showing 891 - 900 of 1224 results for "Licensees"

Lonsec gains 2,800 users through iRate

LAURA MILLAN  |  WEDNESDAY, 10 DEC 2014
... platform from the liquidator of the van Eyk group of companies. iRate's 2,800 users include financial planners from large licensees and independent financial advisers, Lonsec said. The platform's clients can access Lonsec's research including managed ...

Register to include qualifications, association membership

LAURA MILLAN  |  MONDAY, 1 DEC 2014
... will also include the adviser's name, registration number, status, and experience; the adviser's licensee, previous licensees/authorised representatives and business name. It will also provide information on what product areas the adviser can provide ...

Treasury seeks consultation on adviser register

LAURA MILLAN  |  THURSDAY, 27 NOV 2014
... regulation for the Governor General's consideration and it is expected that the regulation will commence shortly after. Licensees and certain authorised representatives will have from March 9 to March 30 to lodge information about their existing relevant ...

Industry welcomes grandfathering deal

LAURA MILLAN  |  WEDNESDAY, 26 NOV 2014
... grandfathering provisions that will facilitate competition in the financial advice industry and enable advisers to move licensees with their clients whilst continuing to receive grandfathered remuneration. Also, amendments to the education provisions ...

Independent dealer groups eye Genesys practices

LAURA MILLAN  |  TUESDAY, 25 NOV 2014
... once again on the tensions that can exist between independently-minded financial planners and institutionally-owned licensees," the statement says. Centrepoint highlights its independently-owned nature and some of the advantages of joining the Associated ...

AdviserLogic appoints NSW sales manager

LAURA MILLAN  |  MONDAY, 24 NOV 2014
... the business in NSW and increasing the breadth of distribution via relationships with financial advice practices and licensees. Page was at AAP for over eight years and also spent a year as a general manager of the COIN software. She will start in her ...

Grandfathering set to become next advice battlefield

LAURA MILLAN  |  FRIDAY, 21 NOV 2014
... said. Under the original FoFA legislation, advisers were not able to receive grandfathered commissions if they changed licensees, an issue that the government's proposed regulations fixed. The regulation around grandfathering started in July 1, 2014 ...

Original FoFA laws take immediate effect

JAMES FERNYHOUGH  |  THURSDAY, 20 NOV 2014
... of the change to the law that applies to the provision of financial advice - many Australian financial services (AFS) licensees will now need to make systems changes. ASIC recognises this issue may arise in particular areas, including fee disclosure ...

Genesys advisers looking at all options following wind up

LAURA MILLAN, JAMES FERNYHOUGH  |  WEDNESDAY, 19 NOV 2014
... Genesys has bought equity in some of its firms. It is likely that AMP will now transfer this ownership into another of its licensees. Tynan said that ipac would suit those better because it has a larger number of employed advisers. AMP took the decision ...

AMP to wind up Genesys licence

LAURA MILLAN  |  TUESDAY, 18 NOV 2014
... will close the Genesys dealer group and will offer practices under the dealership a "smooth transition" to other AMP licensees. An AMP spokesperson confirmed that the group has undertaken "a strategic review of the Genesys business over the last months." ...