Relative Return: ‘Qualified advisers’ and the fallout of the QAR reforms
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by journalist Keith Ford to take a look a
Government announces changes to adviser exam delivery
The government has released draft legislation to improve the delivery and accessibility of the adviser exam.
AMP doubles down on self-licensee support services
AMP has revitalised its Jigsaw Advice Solutions business to provide expanded add-on services to self-licensed financial advisers, ranging from AFSL setup to revenue management.
AUTHOR
Jasmine Siljic
Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.
NAB enters NZ wealth management deal
National Australia Bank has announced two of its New Zealand-based subsidiaries will combine with Jarden Wealth to create a new wealth management entity with 113 financial advisers.
AUTHOR
Jasmine Siljic
Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.
ART completes global CEO hunt
Australian Retirement Trust has announced who its next chief executive will be following outgoing CEO Bernard Reilly’s resignation in September.
AUTHOR
Jasmine Siljic
Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.
Count-Diverger deal reaches next stage ahead of February completion
The proposed merger between Diverger and Count has reached the next stage of its proceedings ahead of an expected February completion date.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
ATO offers guidance on deductibility of advice fees
The Australian Taxation Office has provided updated rules on the tax deductibility of financial advice fees.
AUTHOR
Jasmine Siljic
Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.
Former AMPFP adviser banned for five years
A former AMP Financial Planning adviser from Newcastle has been banned for five years after failing to manage conflicts of interest.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
Sequoia makes $2m acquisition
Sequoia has made a $2 million acquisition as it expands its product offering to deliver professional services to advisers.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
The super trustees receiving millions in remuneration
Some 16 super RSEs are paying over $1 million to their board of trustees, according to latest APRA data.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
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