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Showing 2491 - 2500 of 4746 results for "Financial advisers"

Safeguard wills with specialist advice: Lawyer

KARREN VERGARA  |  THURSDAY, 11 JAN 2018
... contemplation of the marriage.' Then the will remains valid," she said. Wealth Planning Partners' Amanda Cassar said financial advisers must remember for certain superannuation funds, a binding death benefit nomination made by a client becomes invalid ...

Potential windfall to be found in super reforms

JAMIE WILLIAMSON  |  THURSDAY, 11 JAN 2018
Financial advisers are reminded of significant benefits offered by incoming superannuation reforms, with clients preparing for retirement or searching for their first home in line for the lion's share. NAB director of SMSF and customer behaviour Gemma ...

US advisers shifting to international equities

KARREN VERGARA  |  WEDNESDAY, 10 JAN 2018
Financial advisers in the US will increase allocations to actively managed non-US equity funds over the next six months, a new survey shows. One-third (34%) of the 778 advisers canvassed by Advisor Perspectives said they will allocate 3% or more of ...

Zurich sells Singapore life business

JAMIE WILLIAMSON  |  WEDNESDAY, 10 JAN 2018
... Singapore Life will have the terms and conditions of those policies upheld, as will all existing relationships with financial advisers and policyholders. Zurich Life Singapore chief executive David Kneale said the decision to sell its business portfolio ...

Eaton Vance subsidiary appoints COO

ALEX BURKE  |  TUESDAY, 9 JAN 2018
... Calvert announced it would be assisting in underwriting the launch of Morningstar's program to better prepare financial advisers for incorporating sustainable investing into advice practices, along with Merrill Lynch and Northern Trust Asset Management's ...

Marriage equality and the estate plan

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2018
Australian same-sex couples can legally marry from today and financial advisers are being reminded of the estate planning challenges this historic occasion may trigger for clients. While the ability to legally wed brings considerable benefits as a result ...

Life insurance inflows stable: Research

KARREN VERGARA  |  MONDAY, 8 JAN 2018
... model seen as imperative to the financial advice industry's future, according to industry experts. From January financial advisers will no longer be able to receive 120% upfront commission on the implementation of a life insurance policy. Over the next ...

DomaCom enters retail super market with new partnership

ALEX BURKE  |  MONDAY, 8 JAN 2018
... offerings already included on the menu. Trustee Partners chief executive Andrew Peterson said this will enable financial advisers to create their own white-labelled retail super offerings providing direct property investment. He said this represented ...

AZ NGA practice acquires regional advice firm

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
... and in 2015 became the founding Australian firm of AZ Next Generation Advisory. It has since grown to nine financial advisers in a team of 21 employees. Cook described the firm as a financial services hub, with strong connections to mortgage brokers ...

Financial Standard's top stories of 2017

ALEX BURKE  |  FRIDAY, 22 DEC 2017
... influential advisers (13 November) Financial Standard's hotly contested Power50 list named the 50 most influential financial advisers in Australia as voted by the industry. The list of individuals was determined through an industry-wide nominations phase ...