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Showing 901 - 910 of 1241 results for "licensees"

AdviserLogic launches licensee-to-adviser tech tool

STAFF WRITER  |  WEDNESDAY, 21 JAN 2015
Software provider AdviserLogic has launched a tool to connect licensees and advisers more efficiently. The new services include a Licensee Console that allows advisers to create content, update it and automatically make it available to their planners' ...

Managed accounts boost advice business valuations

ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
... portfolio options (known as separately managed accounts or SMAs), 25% of these options are operated by financial advice licensees, researchers and consultants such as Ibbotson, Morningstar, Charter Financial Planning, Lonsec, Fat Prophets, Three Sixty ...

Hub24 keeps growth pace in Q2

LAURA MILLAN  |  TUESDAY, 20 JAN 2015
... companies. New options include ING Direct 3 month, 6 month and 1 year platform term deposit products. Hub24 now has 45 active licensees using its platform, an increase of seven for the quarter, while adviser numbers grew by 37, an increase of 9.7% over ...

Sunsuper nabs senior AFA executive

MARK SMITH  |  MONDAY, 19 JAN 2015
... Sunsuper. Fuchs was only appointed to the role of COO in August 2014. She set up the matchmaking service for advisers and licensees MyDealerGroup two and a half years ago before selling the business to Steve Prendeville's Forte Asset Solutions after ...

APRA relaxes 'select' option data rules

ALEX DUNNIN  |  MONDAY, 19 JAN 2015
... reporting rules take effect from 30 June this year although APRA will grant transition relief for 18 months to allow RSE licensees 35 calendar days rather than the tighter 28 calendar day deadline that comes into effect in 2017. APRA member Helen Rowell ...

ASIC cancels boutique's AFSL

HARRY PAGE  |  THURSDAY, 18 DEC 2014
... Ensure failed to provide updated and audited accounts that met ASIC's standards. ASIC deputy chairman Peter Kell said licensees need to demonstrate that they have adequate financial resources to continue their financial services business in compliance ...

MLC partners with SPAA

JAMES FERNYHOUGH  |  FRIDAY, 12 DEC 2014
... advisers with self-managed super fund (SMSF) advice accreditation, training and support. Under the scheme, MLC and NAB licensees who attain SPAA accreditation and membership will gain access to special NAB Wealth and SPAA training events. MLC and SPAA ...

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 ...