Search Results | Showing 81 - 90 of 186 results for %22IFA%22 |
| | ... Fiducian head of business development and distribution Jai Singh said it is now time for the firm to spread its wings into the IFA and SMA market "because we're confident they will benefit from our systems." Fiducian Group's funds under management, administration ... |
| | | If no government is brave enough to mandate one-third independent directors on superannuation boards then funds should at least be accountable to members for their hires via an industry-wide governance code. This view is a key theme from responses to ... |
| | | GBST has extended its managed services agreement with an $8 billion independent financial advice firm. As a result, Baillieu Holst will continue using GBST's Shares equities settlement platform and Front Office service for its over 50,000 advice and ... |
| | | ... recommending that retiree clients use imputation bonds to safely deliver bequests to beneficiaries, according to Austock Life head of IFA product and relationships Richard Atkinson. Imputation bonds differ to traditional entitlements because they are ... |
| | | ... found that the average number of members per planner for the top 5 industry funds is 36,810. "While this ignores supportive IFA networks, it does give a sense of the advice gap between industry and retail funds," the research said. |
| | | ... development and operational roles for TAL. Lawrence joins from BT, where he worked as a business development officer in the IFA distribution team. Botha has been appointed senior client development manager in Western Australia. He was previously an adviser ... |
| | | ASIC commissioner Greg Tanzer has highlighted the regulator's expanding role in the SME registration space. Speaking at the National Council of Small Business Australia Conference in Sydney, Tanzer noted that small businesses, with fewer than 20 employees ... |
| | | SelfWealth managing director, Andrew Ward, says customer engagement coming from Gen X and Y self-managed superannuation fund (SMSF) trustees is increasing. Speaking at a recent executive roundtable hosted by Bravura Solutions, Ward said SelfWealth was ... |
| | | ... that were in place prior to 2007, will be guaranteed access to the Commonwealth Seniors Health Card. Austock Life head of IFA product and relationships, Richard Atkinson, said financial advisers are revisiting Commonwealth Seniors Health Card (CSHC) ... |
| | | Enforcing minimum qualifications for financial advisers will lead to many leaving the industry, according to Connect Financial Services Brokers chief executive Paul Tynan. Speaking to Financial Standard, Tynan pointed to the results of introducing minimum ... |
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