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Showing 51 - 60 of 147 results for "Advisers for"

LIC announces board changes

KARREN VERGARA  |  TUESDAY, 27 AUG 2019
... non-executive director effective 30 August 2019. Roles was most recently chief operating officer of Mosaic Portfolio Advisers for over nine years. He was previously group executive of customer solutions for ASX-listed firm Snowball Group, which owned ...

Advisers forgo charitable conversations: Poll

KARREN VERGARA  |  THURSDAY, 16 MAY 2019
Many financial advisers intend to incorporate charitable giving in the advice process, but the majority still do not broach the topic with clients, a Financial Standard survey shows. More than half (54%) of the financial advisers polled do not have ...

Advisers loyal to XPLAN: Report

KARREN VERGARA  |  WEDNESDAY, 17 APR 2019
XPLAN continues to be the top application of choice for financial advisers for the 12th consecutive year. This is according to the latest Investment Trends Planning Software Benchmarking Report, which showed XPLAN blitzed 29 of 34 categories. Other ...

Magellan eyes retirement income products

KARREN VERGARA  |  FRIDAY, 15 FEB 2019
... However, this included proceeds from the Magellan Global Trust IPO of $1.57 billion. Cairns said he's seeing demand from advisers for Magellan's global listed infrastructure strategy - which is also available as an active ETF - and interest is expected ...

New initiatives ready advisers for the future

JAMIE WILLIAMSON  |  WEDNESDAY, 5 DEC 2018
Two new joint ventures and an innovative study hub aim to help financial advisers overcome the challenges they face in the wake of the Royal Commission, meeting new education standards and the growing demand for aged care advice. knowITdigital is looking ...

FASEA releases draft degree requirement legislation

JAMIE WILLIAMSON  |  WEDNESDAY, 21 NOV 2018
... - no matter what form it takes - cannot exceed 50% of any approved program. It will be made available to existing advisers for the eight subject graduate diploma as well as bridging courses on the Corporations Act and behavioural finance, client and ...

Specialist insurer updates definitions

KARREN VERGARA  |  FRIDAY, 21 SEP 2018
... Mutual as New South Wales state manager in July. She was national partnership manager at the Association of Financial Advisers for the past two years. The company is currently recruiting for a state manager role for Victoria.

Praemium taps Netwealth analyst for head governance role

HARRISON WORLEY  |  FRIDAY, 31 AUG 2018
... was pleased to welcome Cilmi. "Praemium's managed account offering is growing rapidly under increasing demand from advisers for an SMA. We are delighted to have Damian join us to help drive forward our SMA offering," Walker said. A former financial planner ...

Former NULIS chair faces Royal Commission

KANIKA SOOD  |  TUESDAY, 7 AUG 2018
... for an agreed service if they provided it. "Was it your understanding that the amounts that had been paid to the advisers for commission would now be wrapped up in a single fee for service and then... to receive the revenue for fee for service you had ...

Super funds suit up for Royal Commission

KARREN VERGARA  |  MONDAY, 6 AUG 2018
... in-house products at a higher proportion compared to overall product offerings. "If trustees and their financial advisers for example, had 75% of members invested through the in-house options, but their product lists are split 50/50 between in-house ...