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Search ResultsShowing 1 - 10 of 100+ results for "Adviser"
ASIC wealth director nabs promotion
ALLY SELBY  |  THURSDAY, 24 SEP 2020
The corporate watchdog's executive director of wealth management has nabbed a promotion and will now assume the role of ASIC's executive director of financial services. Joanna Bird has been appointed in the role after many years with the regulator and ...
Adviser Ratings acquires firm
KANIKA SOOD  |  THURSDAY, 24 SEP 2020
Adviser Ratings has acquired a client relationship management business and separately, is implementing a white-label service for the ASX that aims to connect advisers to clients. Adviser Ratings has acquired Crinkle Cut Digital with two purposes: to ...
ASIC extends advice, capital raising provisions
ANNABELLE DICKSON  |  THURSDAY, 24 SEP 2020
ASIC has extended the relief to financial advice that relates to the early release of superannuation scheme as well as certain capital raisings due to the uncertainty of the pandemic. The corporate regulator has extended the capped advice fees regarding ...
MLC Life restructures, appoints lead
JAMIE WILLIAMSON  |  WEDNESDAY, 23 SEP 2020
... finalising the company's technology transition program, including a new policy administration system as well as new adviser and customer digital portals, MLC Life said. McCormack said he will be spearheading the changes to the business to ensure ...
Count Financial adds member firm
ANNABELLE DICKSON  |  WEDNESDAY, 23 SEP 2020
... alleges it did not ensure its financial advisers did not contravene their legal obligations to clients, failed to ensure adviser remuneration was free from conflict, act in the best interests of customers nor provide services when fees were charged. ...
Lifespan adds MDAs to BT Panorama
KANIKA SOOD  |  TUESDAY, 22 SEP 2020
... allocation, with the option to blend tactical asset allocation. "We're looking to boost the availability of MDAs to the adviser community, as advice business and adviser use of managed accounts and portfolios increases. Adding 30 of our model portfolios ...
Robo advice solution set to launch
ALLY SELBY  |  TUESDAY, 22 SEP 2020
Nucleus Wealth and Arrow Financial Advice have partnered to launch a white label digital advice platform, set to feature actively managed portfolios and over 30 ESG filters. This will make it the most comprehensive robo advice service in the Australian ...
T. Rowe Price appoints head of intermediary
KANIKA SOOD  |  TUESDAY, 22 SEP 2020
... relationships and driving new initiatives for future growth." T. Rowe Price currently offers five unit trusts to retail and adviser-led investors, including in Australian equities. It also has an institutional business.
AMP tops worst-performing super funds list
KARREN VERGARA  |  TUESDAY, 22 SEP 2020
... poor returns for members, the latest Fat Cat report shows. For the sixth year in a row , AMP continued to dominate robo-adviser Stockspot's Fat Cat list, which assessed 600 products offered by 100 of the largest super funds. After accounting for ...
ASIC provides relief to Victorian advisers
ALLY SELBY  |  TUESDAY, 22 SEP 2020
The corporate watchdog has shifted to a no-action position on fee 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 ...
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