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Showing 1 - 10 of 100+ results for "Advisers"

Boutique creates distribution lead role

KARREN VERGARA  |  TUESDAY, 7 DEC 2021
... right person for the job," he said. Wu will work with clients ranging from institutional and high-net-worths, financial advisers and consultants. The boutique, founded in 2004 by Cahill and Michael Evans, now has eight staff members. About $1.9 billion ...

AMP North further expands menu

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
... options available in December. One dozen sustainability and eight technology-themed options are now available to financial advisers. The technology-themed options reflect growing appetite among advisers and their clients for exposure to industries such ...

ASIC sets out limited advice expectations

KARREN VERGARA  |  THURSDAY, 2 DEC 2021
ASIC has provided a roadmap for financial advisers to ensure that they do not breach their limited advice obligations. The corporate regulator has spelled out how not to breach limited advice regulation in the new information sheet INFO 267: Tips for ...

CFS targets adviser market

KARREN VERGARA  |  THURSDAY, 2 DEC 2021
... Rainmaker analysis shows that FirstChoice leads the adviser platform market by a wide margin, with about 9738 financial advisers using its functionalities, followed by AMP Flexible Lifetime with 5969 users. Next year, users can expect 13 new options ...

Backlash after 'unprecedented' ASIC action against Westpac

ELIZABETH MCARTHUR  |  THURSDAY, 2 DEC 2021
An industry group for independent financial advisers and lawyers have come out criticising Westpac over the six cases brought against it by ASIC. Slater and Gordon Lawyers is calling on Westpac to 'walk the talk', after Westpac's chief executive Peter ...

ESG overhaul for SSGA ETFs

JAMIE WILLIAMSON  |  WEDNESDAY, 1 DEC 2021
... Pacific distribution Meaghan Victor told Financial Standard the changes follow extensive consultation with financial advisers. "These funds have been around since 2013 and it's time to review them to meet the needs of investors more broadly," she ...

GQG Partners launches income strategy

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 DEC 2021
... strategy is expected to be attractive to Australian investors. "In conversations with institutions, superannuation funds and advisers in Australia, it is clear there is substantial demand for investment options that can deliver income while looking to ...

FPA overcharges members

KARREN VERGARA  |  WEDNESDAY, 1 DEC 2021
... $200 advertising levy. A financial planner pays $595 p.a. while an associate pays $495 p.a. An Association of Financial Advisers member with more than three years' experience is charged $840 annually. Those new to the profession pay $600 p.a. A Standing ...

Tribeca Financial acquires advice practice

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
... I feel is not possible, or at least not sustainable over the long term," he said. Following several discussions with advisers and businesses, and after looking at various merger, resource sharing or acquisition options, he found Tribeca to be the right ...

Count Financial adds advice firm

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
... Financial Momentum will become part of Count Financial on December 1. The family business, with a team of four financial advisers, is based in Wangaratta and has an office in Sunbury. It was most recently part of the Nextplan and prior to that was licensed ...
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