Search ResultsShowing 1 - 10 of 100+ results for "Advisers"
Aussies unprepared for wealth transfer
ALLY SELBY  |  MONDAY, 9 DEC 2019
... misunderstandings when it comes time to distribute inheritance," This creates a significant opportunity for financial advisers, Baker said. "If you don't know where to start, having a conversation with a financial adviser can be a good step in helping ...
Advice dealer group rebrands
HARRISON WORLEY  |  MONDAY, 9 DEC 2019
... benefit from its tighter integration within the Sargon family. The licensee is currently home to about 110 financial advisers. "Since the acquisition, we have aligned and strengthened our processes, procedures and governance with Sargon, whilst continuing ...
New boutique launches with Channel Capital
KANIKA SOOD  |  FRIDAY, 6 DEC 2019
... will start by pitching to wholesale and institutional market, with plans of eventually getting it on platforms and to advisers. It is targeting an initial raise of $200 million to $300 million but King says over the long-term, the fund has the capacity ...
CFS culls grandfathered commissions, slashes fees
KANIKA SOOD  |  FRIDAY, 6 DEC 2019
About 6000 financial advisers are set to lose $1700 per year in revenue, as Colonial First State starts to put grandfathered commissions to bed. The $145 billion manager is starting the phase out of grandfathered commissions with a small slice of the ...
AMP cuts ongoing advice agreements
ELIZABETH MCARTHUR  |  FRIDAY, 6 DEC 2019
... interests of clients who want advice over a period of time." At the start of the new AMP annual agreements, clients and advisers will explicitly agree on fee arrangements and the specific services to be provided. Those agreements will expire after 12 ...
HUB24 upgrades distribution capabilities
HARRISON WORLEY  |  THURSDAY, 5 DEC 2019
... business development managers and appointing a national team of training and relationship managers to support financial advisers. Former CommSec Adviser Services state manager Lydia Pearson links with the firm as its new Victorian state manager, while ...
Bill to defer adviser education standards tabled
ELIZABETH MCARTHUR  |  THURSDAY, 5 DEC 2019
The bill to defer the education and training standards for existing financial advisers was introduced in the House of Representatives today. The bill was circulated by the authority of Michael Sukkar, minister for housing and Assistant Treasurer. It ...
Why joint effort is required in advice
ELIZABETH MCARTHUR  |  THURSDAY, 5 DEC 2019
... present - all of them keen to demonstrate a united front. Phil Kewin, chief executive of the Association of Financial Advisers, was present along with Judith Fox from the Stockbrokers and Financial Advisers Association and John Maroney from the SMSF ...
ETF investing at record highs: Report
ELIZA BAVIN  |  THURSDAY, 5 DEC 2019
The ETF industry is seeing a rapid rise in popularity amongst SMSFs and financial advisers, according to the BetaShares/Investment Trends ETF Report. According to the report, the number of ETF investors in Australia has grown 18% year on year, reaching ...
Stanford Brown acquires Sydney advice firm
KANIKA SOOD  |  WEDNESDAY, 4 DEC 2019
... has been an authorised representative of NAB's Godfrey Pembroke since 2004. Hoyle said the acquisition adds two advisers to Stanford Brown's 13, taking the total to 15. "Yes, we are looking to acquire more practices, especially where the principal ...
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