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Showing 191 - 200 of 653 results for "Kerri"

CFS sets focus on financial literacy with Wealth IQ

KERRIE SYDEE  |  MONDAY, 19 SEP 2016
Colonial First State (CFS) has launched a digital tool to assist financial advisers in increasing the financial literacy of their clients. Wealth IQ was designed to help advisers explain complex financial planning and investment concepts to their clients ...

Adviser feedback drives Elevate Online refresh

KERRIE SYDEE  |  MONDAY, 19 SEP 2016
AMP has launched a series of updates to its Elevate Online platform, in the hopes of streamlining the adviser user experience. The web based platform supporting AMP's Elevate Online has been upgraded to simplify the quoting and application process and ...

AB fund receives rating upgrade

KERRIE SYDEE  |  MONDAY, 19 SEP 2016
Lonsec has upgraded AllianceBernstein's (AB) Dynamic Global Fixed Income Fund to "Recommended". Launched in 2014, the fund is designed for investors with higher risk tolerances who want to achieve income returns exceeding those of bank bill rates. To ...

Advisers welcome super changes but need stability

KERRIE SYDEE  |  FRIDAY, 16 SEP 2016
The financial planning industry and financial advisers have largely welcomed the federal government's decision to drop the $500,000 non-concessional cap but argue changes to the system need to stop. Announced yesterday, Treasurer Scott Morrison said ...

ASIC hands down permanent and four year bans

KERRIE SYDEE  |  FRIDAY, 16 SEP 2016
ASIC has permanently banned a company director and has banned an alternative investment manager and director for four years. Steven Hill was permanently banned from engaging in credit activities and providing financial services after an ASIC investigation ...

Pilot, surgeon and soccer coach join FPA line up

KERRIE SYDEE  |  FRIDAY, 16 SEP 2016
The Financial Planning Association has announced the full line up of speakers ahead of the 2016 FPA Professionals Congress in Perth later this year. FPA chief executive Dante De Gori said this year's group of speakers was the strongest one yet for the ...

Millennials investing, just not in super

KERRIE SYDEE  |  THURSDAY, 15 SEP 2016
Younger Australians, those aged 18-29, plan to invest more than their older counterparts, according to the MLC Q2 Wealth Behaviour Survey; the problem is they're not planning to invest in their superannuation. The quarterly survey of more than 2,000 ...

Millennials investing, just not in super

KERRIE SYDEE  |  THURSDAY, 15 SEP 2016
Younger Australians, those aged 18-29, plan to invest more than their older counterparts, according to the MLC Q2 Wealth Behaviour Survey; the problem is they're not planning to invest in their superannuation. The quarterly survey of more than 2,000 ...

Optimo launches free robo strategy platform

KERRIE SYDEE  |  WEDNESDAY, 14 SEP 2016
Optimo Financial has updated and launched the public beta version of Optimo Pathfinder Online, which for the first time will allow financial advisers to provide clients with holistic advice in minutes. Unlike other robo platforms that focus on asset ...

Elders appoints joint state manager

KERRIE SYDEE  |  WEDNESDAY, 14 SEP 2016
Elders Financial Planning has appointed a new practice manager for South Australia and Western Australia. Allan Ward will commence the role with Elders on 19 September and will be based in Adelaide, bringing with him extensive experience in financial ...