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SG Hiscock, Morgan Stanley launch global equity funds
ELIZA BAVIN  |  THURSDAY, 2 JUL 2020
... director Daniel Vanden Boom said SGH has strong existing relationships among dealer groups and independent financial advisers which the Partnership Program aims to build upon. "Our firm manages in excess of $10 billion for Australian institutional investors ...
New appointment to TAA board
ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
... Blue is an advice firm licensed by AMP Financial Planning. TAA represents AMP Financial Planning and Hillross financial advisers, and its board is made up of representatives from both licensees. Prior to joining Invest Blue, Mogg worked in a variety ...
Super for women under scrutiny
ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
... of Advice." Lusher is concerned that coaches may not have the same level of accountability as professional financial advisers when offering guidance that may impact consumer's finances. Hobbs said Verve does not charge higher fees to cover its additional ...
AMP should stop whining: Slater and Gordon
ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
... possibility of a class action against AMP over alleged wrongful overcharging in insurance policies sold by AMP financial advisers.
AFCA sees 14% rise in complaints
ELIZA BAVIN  |  THURSDAY, 2 JUL 2020
... banks, 15,748 against general insurers, 9857 against credit providers and 4732 against super funds, trustees or financial advisers. Meanwhile, AFCA also announced it has banned paid representative MCR Partners from lodging complaints on behalf of customers ...
Implemented Portfolios partners with Wealth Today
ELIZA BAVIN  |  THURSDAY, 2 JUL 2020
Implemented Portfolios (IPL) has entered into an agreement with Wealth Today to provide their financial advisers with an individually managed account (IMA) offering. The managed account provider was added to the Wealth Today approved product list and ...
AMP approved product list under fire
ELIZABETH MCARTHUR  |  WEDNESDAY, 1 JUL 2020
The approved product lists AMP financial advisers are beholden to have come under fire from the House of Representatives Standing Committee on Economics. Labor MP Andrew Leigh questioned AMP chief executive Francesco De Ferrari on how the institution ...
AFA, FPA share bleak view of industry
ELIZABETH MCARTHUR  |  TUESDAY, 30 JUN 2020
The Association of Financial Advisers and Financial Planning Association of Australia have appeared before the House of Representatives Standing Committee on Economics, sharing austere views of the financial advice industry. AFA general manager, policy ...
Pitcher Partners promotes six
KANIKA SOOD  |  TUESDAY, 30 JUN 2020
... - the engine room of Australia's economy." Separately, the Barron's list announced last week featured five financial advisers from the firm: Charlie Viola from Pitcher Partners Sydney (ranked 15), Adam Stanley, Sue Dahn and Kellie Davidson from Pitcher ...
Super fund members compensated
JAMIE WILLIAMSON  |  FRIDAY, 26 JUN 2020
Members of a retail superannuation offering have been remediated close to $3 million after financial advisers failed to comply with legislation that would have seen them transferred to a lower cost MySuper offering in 2017. More than 1266 smartMonday ...
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