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Showing 1581 - 1590 of 2662 results for "SEPA"

Advisers need to educate

ALEX BURKE  |  FRIDAY, 1 MAY 2015
Speaking at the XY Adviser Event in Sydney, Association of Financial Advisers 2014 adviser of the year Eleanor Dartnall explained that client education leads to client retention. Describing her "epiphany" that led her from "managing" clients to "actually ...

SMA usage climbs

ALEX BURKE  |  THURSDAY, 30 APR 2015
One in five (20%) financial advisers are now using separately managed accounts for investors, according to research by JBWere and Investment Trends. This is the highest level of usage recorded, indicating both the growing client preference for the transparency ...

Managed Account Holdings to invest in advisory firms

DARREN SNYDER  |  FRIDAY, 24 APR 2015
Managed Account Holdings recently announced it will be investing into financial advisory firms with a $5 million expansion capital proposal to wholly owned subsidiary Planner Holdings Limited (PHL). The current proposal suggests PHL will hold up to ...

Overseas investors flocking to Australian bonds

DARREN SNYDER  |  THURSDAY, 23 APR 2015
BlackRock is seeing massive flows from Japanese clients into Aussie dollar bond funds as a result of quantitative easing in the Asian country. Investment strategist and head of fixed income, Steve Miller, told a briefing recently the flows in to Aussie ...

Grattan issues new report on super fees

ALEX BURKE, ALEX DUNNIN  |  MONDAY, 20 APR 2015
Following on from its controversial "Super Sting" report in 2014, Grattan Institute has released a new report that continues to argue Australia's superannuation industry has excessive costs. The report, titled " Super Savings ", reiterates Grattan's ...

NAB fined $40m over British bank failings

DARREN SNYDER  |  THURSDAY, 16 APR 2015
National Australia Bank's British bank (Clydesdayle) recently received a record fine nearing $40 million for lying to the United Kingdom's Financial Ombudsman Service as well as adopting inappropriate complaint policies. The UK's Financial Conduct Authority ...

Market Wrap AM

AAP  |  THURSDAY, 16 APR 2015
The Australian market looks set to open higher after a rally in petroleum-linked equities helped lift US stocks following mixed earnings and economic data. At 0805 AEST on Thursday, the June share price index futures contract was up 38 points at 5,937. ...

HUB24 sets up white label platform for Wilson HTM

STAFF WRITER  |  MONDAY, 16 MAR 2015
HUB24 has signed an agreement with Wilson HTM to implement and distribute a white label version of the HUB24 investment and superannuation platform to the firm's clients. The platform offers a wide range of investments including shares, managed funds ...

ASIC bans former Patersons adviser for life

ALEX BURKE  |  FRIDAY, 13 MAR 2015
The Australian Securities and Investments Commission (ASIC) has permanently banned a former Patersons Securities retail operations manager and financial adviser from practicing financial services. Based on a voluntary report submitted by Patersons Securities ...

What becomes of the broken hearted?

TREVOR HARRIS  |  FRIDAY, 6 MAR 2015
The period between separation and divorce is fraught with estate planning dangers, CommInsure national technical manager Alex Koodrin explained at a recent Financial Standard Technical Services Forum in Sydney. Koodrin said that the average time period ...