Article tagged with 'IDS'
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Read takes GM role
15 May 2018 - IDS founder Barry Read is taking a job as general manager of an advisory firm, three months after his firm joined forces with Strategi.
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Strategi and IDS merge
16 Feb 2018 - Two companies offering compliance to advisers have agreed to merge their businesses.
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No safe harbour for new advisers
17 Jan 2018 - Advice firms wanting to recruit new advisers could have a new hurdle once the new regime takes effect.
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Deadline looms for information returns
28 Sep 2017 - Authorised financial advisers have until the end of this week to file their annual information returns – but there’s scepticism about what the exercise provides.
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Newpark paying for members to do Level 5 papers
22 Sep 2017 - Dealer group Newpark is encouraging its members to complete the Level Five insurance papers and it will pay for the training.
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Slater to return to dispute resolutions
24 Jul 2017 - Trevor Slater is leaving IDS to take up a new role with one of the disputes resolution providers.
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New AML classification for financial advisers - what changes?
05 Jul 2017 - Advisers have had their AML risk assessment downgraded but don’t expect that to translate into any lesser regulatory requirements.
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Advisers told: Speak now if you want your voice heard
22 Jun 2017 - Advisers are concerned the working group that will develop the industry’s new code of conduct does not include a practitioner's voice – but want it to get on with its job of clearing up uncertainties about looming new rules.
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Managers pay up for licenses
09 Mar 2017 - Half the licensed managed investment schemes (MIS) had to pay more than the headline fee for their ticks of approval - and some were charged more than $10,000, it has been revealed.
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Mortgage Link considers licenced entity model
14 Oct 2016 - Mortgage Link aims to write $1 billion worth of home loans this year and is considering becoming a licensed entity.