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Showing 921 - 930 of 1224 results for "Licensees"

Planners keen to leave big dealer groups

JAMES FERNYHOUGH  |  FRIDAY, 5 SEP 2014
... solutions to their clients". Micallef added: "The shift of financial planning firms from large institutionally owned Licensees is well in play and this will continue to grow as financial planners assess their current position, the current value they ...

Vertical integration good for consumers, competition: instos

LAURA MILLAN  |  MONDAY, 1 SEP 2014
... vertically integrated entities can be enhanced through: refinement of existing disclosure and improved governance models for licensees." Read all Financial Standard coverage of the FSI here

Matrix merger to place ClearView among top 10 licensees

LAURA MILLAN  |  MONDAY, 1 SEP 2014
ClearView's bid to acquire all of the shares in Matrix's financial planning business would place the combined group among Australia's ten largest advice groups by number of advisers. ClearView and Matrix entered into a merger implementation deed last ...

Aligned licensees could be renamed "restricted advice" groups

LAURA MILLAN  |  WEDNESDAY, 27 AUG 2014
Advice groups tied to a product manufacturer could be required to be renamed "restricted advice" businesses, instead of the current 'aligned' or 'institutionally-owned' labels, the Australian Securities and Investments Commission (ASIC) proposed. The ...

Movers and shakers

... will also be in charge of generating income for the association. Fuchs set up the matchmaking service for advisers and licensees MyDealerGroup two years ago and following her appointment at the AFA, has sold the business to Steve Prendeville's Forte ...

Licensees must be more open to social media: AFA

ALICE URIBE  |  TUESDAY, 19 AUG 2014
Licensees that allow advisers to be active on social media could soon be more appealing to advisers according the Association of Financial Advisers chief executive Brad Fox. Speaking on a panel at the AdviserEdge Social Advice Summit on the Gold Coast ...

Licensee transparency far more urgent than advice register

LAURA MILLAN  |  THURSDAY, 14 AUG 2014
Establishing a clear and transparent standard for licensees to provide references when an adviser leaves a dealer group is more urgent than the government's advice register, the Association of Financial Advisers (AFA) chief executive Brad Fox said. ...

AFA appoints chief commercial officer

LAURA MILLAN  |  TUESDAY, 12 AUG 2014
... will also be in charge of generating income for the association. Fuchs set up the matchmaking service for advisers and licensees MyDealerGroup two years ago and following her appointment at the AFA, has sold the business to Steve Prendeville's Forte ...

CBA, ASIC unveil details of new compensation scheme

LAURA MILLAN  |  FRIDAY, 8 AUG 2014
... compensation offer. Clients will also be able to refer their matter to the Financial Ombudsman Service (FOS) with both licensees "agreeing to waive any limitation period or claim threshold that would normally apply to FOS matters." The additional licensee ...

Managedaccounts.com.au adds adviser to sales team

STAFF WRITER  |  FRIDAY, 8 AUG 2014
... solutions. "It's an exciting space to be in and managedaccounts.com.au is on the cutting edge," he said. There are now 23 licensees using managedaccounts.com.au. Two additional licensees have signed a Memorandum of Understanding to implement a private ...