Search Results | Showing 1 - 10 of 11 results for "Claire Wivell Plater" |
| | | ... financial services Royal Commission will have on remuneration and product recommendations. The Fold Legal chair Claire Wivell Plater urges financial advisers not to be "naive" in thinking that managed accounts are not subject to the same conflicts of ... |
| | | | ... in-house MDA is leading advisers towards a fully outsourced MDA approach." The Fold Legal managing director Claire Wivell Plater told last year's Managed Accounts Forum that limited MDAs arose about 14 years ago as a result of advisers who had a limited ... |
| | | | ... speakers of a managed accounts expert and a financial adviser's case study. The Fold Legal managing director Claire Wivell Plater kicked off the day with a well-rounded overview of the regulatory, legal and compliance issues affecting both advisers and ... |
| | | | ... Presenting at today's Financial Standard Managed Accounts Best Practice Forum, The Fold Legal managing director Claire Wivell Plater said the requirements are an interesting and new development ASIC is currently reviewing with key industry stakeholders. ... |
| | | | ... 'Demystifying the industry jargon' presented by one of the foremost experts on managed account regulation, Claire Wivell Plater, managing director of The Fold Legal. Under the theme 'The Adviser Showcase', there will be seven financial advisers/practice ... |
| | | | ... Ignition Wealth at a time when our business is experiencing rapid growth in the business to business sector." Claire Wivell Plater, joining as a member of Ignition Wealth's advisory board, is the managing director of The Fold Legal. She is also a member ... |
| | | | ... that insurers are a lot more risk-averse now." Managing director of financial services law firm The Fold, Claire Wivell Plater, agreed, adding that the onus is on planners to demonstrate to insurers that they are worth insuring by showing what their ... |
| | | | ... themselves up for investigation by the regulator, according to The Fold Legal. Managing director of the law firm, Claire Wivell Plater, said start-ups dabbling on the fringes of financial services should carefully investigate whether what they are doing ... |
| | | | ... advisers AIA said that "hybrid structures are the way of the future." But The Fold Legal managing director Claire Wivell Plater said that "hybrid and even level commissions can still incentivise advisers to churn, although obviously, to a lesser extent ... |
| | | | ... Australian Securities and Investments Commission (ASIC) could be a taste of things to come, according to lawyer Claire Wivell Plater, managing director of The Fold. "There's a discussion at the regulatory level going on about whether the ATO [Australian ... |
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