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Showing 81 - 90 of 221 results for "New Adviser"

Spectrum Wealth representatives find new homes

ELIZABETH MCARTHUR  |  MONDAY, 29 JUL 2019
... Advice, a further 11 to Climb Wealth and nine to Life Plan Financial Planning. Clients of Spectrum who wish to find a new adviser have been advised by ASIC to make sure they are dealing with an adviser authorised by an AFS licensee. The decision by Spectrum ...

CPA, CAANZ designations approved

KANIKA SOOD  |  THURSDAY, 18 JUL 2019
... standard. Today's approvals follow from June 14 approvals when FASEA released a list of approved qualifications for the new adviser standards. This included 13 current graduate diplomas, eight historical graduate diplomas and 11 bridging courses.

BT Panorama boosts functionality

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... advice to their clients efficiently," said Vincent. The enhancements include: record of advice integration with Xplan, new adviser portfolio tools to enable account model construction and rebalancing and improvements to household reporting through the ...

Dealer group transitions to fee-based model

KARREN VERGARA  |  TUESDAY, 25 JUN 2019
A dealer group has ditched grandfathered arrangements ahead of the 2021 deadline and transitioned the majority of its network to a fee-for-service model. ASX-listed Centrepoint Alliance moved 200 out of 226 of its financial advice firms to a new "transparent ...

ASIC FAR, advice industry contract

JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
More than 1700 financial advisers have dropped off the ASIC Financial Adviser Register in less than six months. As of this month, there are 27,108 active financial advisers in Australia, Rainmaker analysis of latest ASIC FAR data shows. At its height ...

AMP, Griffith University support professionalism

ELIZABETH MCARTHUR  |  FRIDAY, 5 APR 2019
AMP is funding a financial advice research fellowship with the aim of raising professional standards in the advice industry. The new research fellowship and scholarship program is in partnership with Griffith University's Business School. As part of ...

Powerwrap launches new adviser service

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 MAR 2019
Wealth management platform provider Powerwrap launched a new service built to empower and incubate financial advisers and their businesses. Tickr is a turnkey service for wealth adviser groups seeking to establish and grow their own businesses, particularly ...

Outflows dent IOOF advice, funds businesses

KARREN VERGARA  |  MONDAY, 4 FEB 2019
IOOF recorded net outflows of $481 million in its financial advice and funds management businesses during the final quarter of 2018. The advice business suffered $295 million of net outflows despite completing the transition of 661 former ANZ-aligned ...

Praemium to upgrade platform

KANIKA SOOD  |  WEDNESDAY, 16 JAN 2019
... is a unified managed accounts (UMA) solution through a digital portal. Overall, Praemium raked in $768 million of new adviser/investor money in the 2018 December quarter. This takes its gross inflows for last year to $2.8 billion which is 10% higher ...

Random questions forge deep connections

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
First time attendees to the Association of Financial Advisers' National Adviser Conference learned it only takes a few questions to create deeper connections with clients. At a dedicated session, first time delegates were asked to meet new people by ...