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Showing 121 - 130 of 168 results for "Advisers for"

Rate cut impacts SMSFs, retirees

LAURA MILLAN  |  WEDNESDAY, 7 AUG 2013
... depending on cash accounts and the interests of bank deposits and market-related investments will have to reach their advisers for help to compensate the fall. "Advisers will have to seek other sources of income for this type of clients," the Association ...

Pro bono advice on rise amid regulatory change

LAURA MILLAN  |  FRIDAY, 2 AUG 2013
Industry efforts to keep up with regulatory changes have not affected advisers' interest in providing pro bono services, and some are already asking for a coordinated approach from the whole industry. "There has been some interest recently to take a ...

BT eyes accountants with new platform

LAURA MILLAN  |  TUESDAY, 7 MAY 2013
... advisers can partner with accountants in order to provide services to clients. It will be released to a select group of advisers for feedback. BT's NextGen platform will start as a cash account service later this year. It will release an investments ...

CFS wins retail fund of the year award

MARK SMITH  |  WEDNESDAY, 27 FEB 2013
... Satisfaction Awards. The win follows a successful year for CFS. It was awarded Best Fund Manager and ranked number one by advisers for overall platform satisfaction at the Wealth Insights - Service Level Survey Awards 2012. CFS also received Rainmaker ...

Trapnell rejects 'no way out' stance by licencees

MARK STORY  |  FRIDAY, 25 JAN 2013
... requirement was vaguely embodied in her Adviser Agreement." Other licensees, Trapnell added are attempting to bill exiting advisers for the cost of attendance at their conferences. "One adviser who joined us was billed $29,000 for the cost of attendance ...

FoFA readiness is all about client engagement: MLC

MARK SMITH  |  FRIDAY, 18 JAN 2013
Restructuring back office systems for the Future of Financial Advice Reforms is easy compared with preparing advisers for the different discussions they will have with clients, says MLC's Richard Nunn. Having targeted transparency and improving client ...

Asset consultants influence to grow amid industry change

MARK SMITH  |  FRIDAY, 16 NOV 2012
... in-house. But in the meantime, the pressure to produce portfolios that perform will cement the role of third-party advisers for the foreseeable future.

Prepare now for MySuper revenue siege: MLC's Doust

MARK STORY  |  TUESDAY, 30 OCT 2012
... recommended by Doust for capitalising on this window of opportunity were: Partnering with a manufacturer who will pay advisers for work undertaken; charging the corporation for the work undertaken; using your membership base to generate revenue; moving ...

Advisers force life premiums down

MARK SMITH  |  WEDNESDAY, 17 OCT 2012
Financial advisers are the driving force behind falling premium rates on life cover products, according to ClearView's Clive Levinthal. A recent joint study by the life insurer and industry information supplier Plan For Life shows that premiums have ...

AMP to acquire Cavendish

MELANIE TIMBRELL  |  WEDNESDAY, 27 JUN 2012
... planners. While only 14% of existing SMSFs use a financial adviser, 42% of SMSFs are being established by financial advisers for their clients," Sainsbury said. The Adelaide-based Cavendish Group is a privately owned company consisting of three operating ...