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'No mean feat': Mota confident on 406 adviser transition to IOOF

Both businesses have more in common than they do differences, CEO Renato Mota told Professional Planner shortly after IOOF announced it had completed the MLC deal Monday. 84pc of the 'target set' of advisers will transfer to IOOF licensees on day one. ....

New South Wales , Matt Lawler , Tahn Sharpe , Renato Mota , National Australia Bank , Professional Planner Monday , Darren Whereat , Professional Planner , Wealth Market , Licensee Owners List , Advanced Diploma , புதியது தெற்கு வேல்ஸ் , மேட் சட்டத்தரணி , ரெனாடோ மோட்டா , தேசிய ஆஸ்திரேலியா வங்கி , ப்ரொஃபெஶநல் திட்டமிடுபவர் , செல்வம் சந்தை , உரிமம் பெற்றவர் ஓநர்ஸ் பட்டியல் ,

$1,000 per year: The adviser trialling an admin support retainer

Paul Stephan is introducing a support service option he knows isn’t for every adviser. “Running this model would hurt a lot of businesses,” he says.
The Perth adviser is offering what he calls an ”admin-only support” retainer to existing comprehensive advice clients which allows them to call at any time for factual information. For roughly 20 per cent of his usual annual advice fee, Stephan is on-call to answer any queries and provide an annual check-in to make sure their needs are being met.
“Rather than taking advice every year, if the client takes the support package – which costs around $1,000 or less – they can come for factual advice any time they want and every year I’ll check in on them,” he explains. ....

Western Australia , New South Wales , Tahn Sharpe , Paul Stephan , Advanced Diploma , மேற்கு ஆஸ்திரேலியா , புதியது தெற்கு வேல்ஸ் , பால் ஸ்டீபன் ,

ETF warning: Make sure the lable matches what's in the tin

Zenith s Dugald Higgins
Investors, advisers and ultimately the regulator should all be paying closer attention to the underlying construction of ETF products according to Zenith Investment Partners’ Dugald Higgins, who warns that many don’t stick as close to the sector they’re purportedly mirroring as they claim.
Higgins, who heads up Zenith’s real assets and listed strategies department, says the investment research consultancy is coming across an increasing number of retail investors who are unaware of the true nature of their ETFs.
“With a lot of these ETFs… the lable on the tin does not match what’s underneath,” Higgins said during a media event in Sydney Thursday. “This stuff can be dangerous,” he added, likening the misdirection of ETF providers to the “gamification” of investing. ....

New South Wales , Tahn Sharpe , Zenith Investment Partner Dugald Higgins , Advanced Diploma , புதியது தெற்கு வேல்ஸ் ,

Advisers 'apathetic' on alternatives: Zenith | Professional Planner

Advisers and retail investors have gone cold on alternative investments according to the research and investment consulting house CEO, who warned against comparing them to "raging bull" equity markets. ....

New South Wales , Tahn Sharpe , David Wright , Zenith Investment Partners , Advanced Diploma , புதியது தெற்கு வேல்ஸ் , டேவிட் ரைட் , உச்சம் முதலீடு கூட்டாளர்கள் ,

ASIC rakes 'unconscionable' AMP over the coals | Professional Planner

The wealth management giant's superannuation, life insurance and advice companies continued to charge dead people for services up to 12 months after the Hayne royal commission wrapped up, ASIC alleges. ....

New South Wales , David Cullen , David Murray , Alexis George , Matt Lawler , Tahn Sharpe , Scott Hartley , Debra Hazleton , Hayne Royal Commission , Resolution Life Group , Yellow Brick Road , Wealth Market , Advanced Diploma , புதியது தெற்கு வேல்ஸ் , டேவிட் கல்லன் , டேவிட் முர்ரே , அலெக்சிஸ் ஜார்ஜ் , மேட் சட்டத்தரணி , ஸ்காட் ஹார்ட்லி , டெப்ரா ஹேஸ்லெட்டன் , ஹேன் அரச தரகு , தீர்மானம் வாழ்க்கை குழு , மஞ்சள் செங்கல் சாலை , செல்வம் சந்தை ,