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| | | ... significant for platform trustees, given that investment menus are typically broader, products are more complex, and advisers can play a larger role in selecting and recommending investment options," APRA said. As previously reported, a key theme for ... |
| | | | Frontier Advisers, Segal Marco Advisers and Lane Clark and Peacock (LCP) have decided to bring their Global Investment Research Alliance (GIRA) to a close, after 13 years of partnership. Established in 2013 between Frontier Advisors and Segal Rogerscasey ... |
| | | | ... adviser regime would initially apply only to APRA-regulated superannuation and life insurance entities. The New Class of Advisers will be prohibited from receiving commissions, bonuses and volume-based payments, which Treasury said are features of sales-driven ... |
| | | | ... platform trustees, given their investment menus are typically broader, platform products are more complex, and financial advisers can play a larger role in selecting and recommending investment options." APRA foresees the proposals to have little impact ... |
| | | | Assistant treasurer Daniel Mulino will forge ahead with the New Class of Advisers (NCAs) as part of highly anticipated Delivering Better Financial Outcomes (DBFO) reforms and laid out a blueprint of how the Compensation Scheme of Last Resort (CSLR) ... |
| | | | ... regulatory and legal requirements. Mulino will also tighten the existing anti-hawking laws that have exempted financial advisers, flagging this will soon be limited to existing client relationships. He said the government is looking to strengthen anti-hawking ... |
| | | | ... transaction will eventuate, and shareholders do not need to take any action at this time. The board of EQT, together with its advisers, will evaluate the proposal and will update shareholders in due course. UBS has been appointed as financial adviser ... |
| | | | ... broking operations under a single national brand as the group seeks to strengthen links between brokers and financial advisers. The launch completes the integration of the groups former Smartmove business, which settles more than $1 billion in lending ... |
| | | | ... market. Unlike platform-based implementation, clients can rollover their super directly into AGILE Super+, providing advisers with a simple and efficient way to access its guaranteed lifetime income solution. AGILE Super+ can also accept super investments ... |
| | | | ... world it is usually the client that pays the consultant to do the research, and we're trying to empower financial advisers to conduct due diligence by giving them a framework that is risk based. "Depending on what the scoring out of that may be ... |
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