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Showing 2471 - 2480 of 4746 results for "Financial advisers"

Industry veteran acquires SMSF administrator

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
... costs by hiring inexperienced staff or outsourcing jobs offshore," he said. He added he enjoys working with financial advisers to make a material difference to their client outcomes and the value of their firms. "I have acquired this firm, a boutique ...

Open banking regime to boost advice

DARREN SNYDER, KARREN VERGARA  |  MONDAY, 5 FEB 2018
Australia's open banking regime will fundamentally change the way financial advisers interact with consumers but several hurdles must be cleared before any true potential is realised. The expected multi-billion dollar implementation of open banking ...

Responsible investment here to stay: Experts

DARREN SNYDER  |  THURSDAY, 1 FEB 2018
... recorded by the broader Australian funds management industry, Vynokur said. Future Super's Mark Woodall said financial advisers and consumers are demanding 'true to label' ethical products more than ever. "Unfortunately, our research indicates that many ...

Advisers flock to IOOF

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JAN 2018
More than 40 financial advisers joined IOOF in the 12 months to 31 December 2017, adding $1.6 billion in funds under advice. In an update provided to the ASX outlining the group's funds under management, administration, advice and supervision, IOOF ...

TAL enhances adviser learning hub

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2018
... up to 100 Continuing Professional Development (CPD) points. Materials are accredited by the Association of Financial Advisers (AFA), Financial Planning Association of Australia (FPA) and Tax Practitioners Board (TPB). The academy's online learning management ...

New degrees introduced to minimise adviser exodus

JAMIE WILLIAMSON  |  TUESDAY, 30 JAN 2018
Financial advisers looking to pursue tertiary qualifications in preparation for incoming education and professionalism reforms may be able to do so via Swinburne Online from February 2018. The university will offer five new business and accounting degrees ...

Praemium SMAs go global

JAMIE WILLIAMSON  |  MONDAY, 29 JAN 2018
... international model portfolios to its suite of separately managed accounts on the back of growing demand from financial advisers and their clients for global diversification. International models from managers including Arnhem Investment Management ...

Population growth drives real income

DARREN SNYDER  |  THURSDAY, 25 JAN 2018
... Fund ticking, according to portfolio manager Ashton Reid. Speaking to Financial Standard this week, Reid said financial advisers are currently seeking between an eight and 12% return for clients reaching retirement and aiming to have sustainable income. ...

Vertically integrated institutions failing to manage conflicts of interest

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2018
Financial advisers employed by Australia's five largest vertically integrated institutions failed to act in the best interests of clients 75% of the time, favouring their own products and leaving clients ''significantly worse off" in 10% of cases. These ...

CBA advice compensation bill balloons

KARREN VERGARA  |  WEDNESDAY, 24 JAN 2018
CBA is set to compensate a further $1.9 million to customers affected by five former "high-risk" financial advisers, according to ASIC. CBA will review the five former representatives' advice, licenced under subsidiaries Commonwealth Financial Planning ...