Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 81 - 90 of 199 results for "New Adviser"

Elders appoints four advisers

KANIKA SOOD  |  THURSDAY, 26 APR 2018
Elders Financial Planning has added four financial advisers, including one of its first to be located in Sydney CBD. The appointments include: Bishal Chhetri from Sydney (NSW), Steve Salvemini from Glenelg (SA), Brett Stephenson from the Sunshine Coast ...

HUB24 expands distribution team

KANIKA SOOD  |  FRIDAY, 20 APR 2018
... HUB24's acting head of distribution since September 2017. He is now head of retail distribution, managing current and new adviser relationships. Commenting on the appointments, HUB24 managing director Andrew Alcock said: "We went to market to find the ...

Insto licensees still bleeding talent

ALEX BURKE  |  WEDNESDAY, 18 APR 2018
The number of advisers using non-institutional licensees increased by 11.9% in the 12 months to December 2017, while institutionally-owned licensees saw adviser numbers fall by 4.4%. A new Rainmaker report explains that the number of registered advisers ...

HUB24 reports record first half

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2018
HUB24 has seen its largest increase in funds under administration to date as a result of numerous new distribution deals with licensees and the addition of 123 new advisers, half-year results show. The platform's FUA grew by a record $1.4 billion during ...

Advisers flock to IOOF

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JAN 2018
More than 40 financial advisers joined IOOF in the 12 months to 31 December 2017, adding $1.6 billion in funds under advice. In an update provided to the ASX outlining the group's funds under management, administration, advice and supervision, IOOF ...

Group insurance dominates life insurance channels: Poll

KARREN VERGARA  |  MONDAY, 29 JAN 2018
... moving more to the employer, where it is generally combined with superannuation," he said. This week we ask, with the new adviser education standards taking effect 1 January 2019, what further qualifications are applicable ?

FPA clarifies role in shaping existing adviser standards

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2018
The Financial Planning Association of Australia has distanced itself from the draft education guidelines for existing advisers proposed by the Financial Adviser Standards and Ethics Authority, despite having its own accreditation standards at their ...

Listed advice firm loses major shareholder

ALEX BURKE  |  THURSDAY, 14 DEC 2017
A listed financial planning and broking firm with over $40 billion in funds under advice told the ASX that a major shareholder and global financial services group has sold down its stake in the company. UBS owned 15.8% of Bell Financial Group; Bell ...

ASIC remains firm on IFA definitions

DARREN SNYDER  |  TUESDAY, 14 NOV 2017
The Australian Securities and Investments Commission reaffirmed its position on terminology used to describe the independence of financial advisers. ASIC's latest update to Regulatory Guide 175 (RG 175) confirms that terms such as "independently owned" ...

BEAR has 'teeth': Treasurer

KARREN VERGARA  |  MONDAY, 30 OCT 2017
Bank executives and directors who breach their obligations under the Banking Executive Accountability Regime will face much tougher penalties and consequences, Treasurer Scott Morrison warns. Morrison told the Financial Services Council and BT Political ...