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Search ResultsShowing 1 - 10 of 100+ results for "Advisers"
ASIC wealth director nabs promotion
ALLY SELBY  |  THURSDAY, 24 SEP 2020
... director of wealth management in January 2019, after serving as a senior executive leader in the regulator's financial advisers division previous. In her previous role, Bird led and managed a team of 60 people across several Australian states, responsible ...
ASIC extends advice, capital raising provisions
ANNABELLE DICKSON  |  THURSDAY, 24 SEP 2020
... uncertainty of the pandemic. The corporate regulator has extended the capped advice fees regarding ERS at $300, allowing advisers to provide a record of advice rather than a comprehensive statement of advice in this circumstance until 15 April 2021 rather ...
Adviser Ratings acquires firm
KANIKA SOOD  |  THURSDAY, 24 SEP 2020
... 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 help integrate its data (on the adviser ...
MLC Life restructures, appoints lead
JAMIE WILLIAMSON  |  WEDNESDAY, 23 SEP 2020
... officer, leading the division. MLC Life said the restructure will help deliver superior experiences for customers, financial advisers and superannuation funds, with McCormack saying: "Frankly speaking, I recognise that the current service experience ...
Count Financial adds member firm
ANNABELLE DICKSON  |  WEDNESDAY, 23 SEP 2020
... business, particularly with the added challenge of COVID-19." The expansion follows a growth strategy which has seen 50 advisers added to its network since the start of this year. Count Financial chief advice officer Andrew Kennedy said having the firm ...
Lifespan adds MDAs to BT Panorama
KANIKA SOOD  |  TUESDAY, 22 SEP 2020
... 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 portfolios with different ...
Robo advice solution set to launch
ALLY SELBY  |  TUESDAY, 22 SEP 2020
... Klassen believes the best outcome for clients is a combination of digital and full-service advice. "We want to support advisers in the integration process, acknowledging that between COVID-19 and FASEA, they have plenty to deal with already," he said. ...
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 ...
Praemium to acquire remaining Powerwrap shares
ALLY SELBY  |  MONDAY, 21 SEP 2020
... after tax of $4.9 million - up 91% from the previous financial year. "Our prospects for growth are very exciting as more advisers become aware of the unique capabilities that our integrated management accounts platform can provide," Praemium chief executive ...
Zenith hires consultants from Lonsec
KANIKA SOOD  |  FRIDAY, 18 SEP 2020
... financial markets and advice delivery to investors, the company said. "Zenith has been providing managed account services to advisers for over four years now and this year, our service delivery to advisers has ramped-up even further," Zenith Investment ...
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