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Search ResultsShowing 1 - 10 of 100+ results for "AFS"
Lifespan adds MDAs to BT Panorama
KANIKA SOOD  |  TUESDAY, 22 SEP 2020
Lifespan Financial Planning has launched 30 managed discretionary account model portfolios on BT Panorama. The portfolios will be available to Lifespan's advisers who use BT Panorama. Lifespan has over 250 advisers, the company said. The offering includes ...
ASIC provides relief to Victorian advisers
ALLY SELBY  |  TUESDAY, 22 SEP 2020
... disclosure statements and renewal notice obligations for financial advice businesses in Victoria. The no-action applies to AFS licensees and representatives where their business is solely, or substantially, located in Victoria. Businesses that have otherwise ...
Funds services firm expands offerings
KARREN VERGARA  |  TUESDAY, 8 SEP 2020
A boutique administration services firm is expanding its back-office offering to include trustee, custody and escrow services. Intertrust Group has secured an AFSL that will enable it to provide additional fund services to asset managers, institutional ...
It's not a bird or a plane; it's a new trading platform
ALLY SELBY  |  MONDAY, 7 SEP 2020
A new trading platform has launched today, set to help Aussie investors trade over 2500 shares, LICS, REITs and ETFs with as little as a $100 investment and a flat $5 brokerage fee. Superhero, which its co-founder and chief executive John Winters says ...
IOOF names licensee chiefs, acquires platform
JAMIE WILLIAMSON  |  WEDNESDAY, 2 SEP 2020
Following its acquisition of MLC and decision to restructure its licensees, IOOF has consolidated the leadership of its various dealer groups and announced another acquisition. Revealing the next phase of its Advice 2.0 strategy today, IOOF has restructured ...
Former adviser faces fraud charges
ALLY SELBY  |  MONDAY, 31 AUG 2020
A former financial adviser based on the Sunshine Coast has been charged with 10 counts of fraud, totaling nearly $1 million. Brett Andrew Gordon faced Maroochydore Magistrates Court over the fraud charges following an extensive ASIC investigation. Gordon ...
IOOF posts profit, restructures business
ELIZA BAVIN  |  MONDAY, 31 AUG 2020
IOOF posted a net profit of $147 million for FY20, while also announcing a range of changes to its advice businesses as part of its advice transformation. IOOF announced its Bridges business will be transformed into a fully salaried network, while it ...
Advice disciplinary body delayed
KARREN VERGARA  |  FRIDAY, 28 AUG 2020
Financial advisers will have to wait until June 2021 for the long-awaited disciplinary body that is purported to professionalise the industry. Assistant Minister for Superannuation, Financial Services and Financial Technology, Senator Jane Hume flagged ...
Clients value advice during pandemic
KARREN VERGARA  |  TUESDAY, 25 AUG 2020
Many advised clients are sticking with their financial planners as COVID-19 tests the resilience of practices, according to Investment Trends. The latest study from the research house surveyed nearly 700 financial advisers in May at the height of the ...
ASIC takes action against BTFM, Asgard, StatePlus
JAMIE WILLIAMSON  |  THURSDAY, 20 AUG 2020
ASIC has commenced Federal Court proceedings against BT Funds Management and Asgard over fee-for-no-service conduct and making misleading representations in relation to the fees. It has also launched a similar case against StatePlus. ASIC alleges that ...
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