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Showing 2521 - 2530 of 4746 results for "Financial advisers"

Advisers call for exam, standards clarity

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
... Authority (FASEA), the standards body tasked with governing the educational, training and ethical conduct of financial advisers is still heavily in the process of setting up, Marshan told last week's FPA Professionals Congress. It may not be until 2020 ...

Impact of dementia on estate planning efficacy

JAMIE WILLIAMSON  |  MONDAY, 27 NOV 2017
Financial advisers are being reminded of the important role statutory wills play in the estate planning process, as the number of Australians diagnosed with dementia continues to rise. According to Australian Unity Trustees, Australia's ageing population ...

Lapse rates review anxiety unfounded: ASIC

KARREN VERGARA  |  MONDAY, 27 NOV 2017
Anxiety around ASIC's life insurance policy lapse rates review among financial advisers is "misplaced" as only the most serious misconduct would result in severe penalties, a senior official said. ASIC senior executive leader of the financial advisers ...

Linear buy sees Managed Accounts expand board

JAMIE WILLIAMSON  |  FRIDAY, 24 NOV 2017
... director Stephen Reed has also been appointed. Reed was the founder of one of Australia's first aggregators of financial advisers and accountants, Austchoice. "Colin and Stephen both have long and proven track records in successfully growing administration ...

PIMCO launches adviser education tool

ALEX BURKE  |  WEDNESDAY, 22 NOV 2017
... pathway to longer term and deeper relationships is through education and PIMCO is uniquely able to provide financial advisers with a premium CPD-accredited curriculum that combines our economic and markets insights, client resources, and investment analysis ...

DomaCom signs key 10-year partnership

ALEX BURKE  |  TUESDAY, 21 NOV 2017
... Top Australian Residential Strategy and a Top Australian Cities Strategy using the index. "While independent financial advisers are typically at the core of most client's investment decisions they have not previously been able to offer clients a comprehensive ...

Advisers ambivalent on LIF deadline: Poll

KARREN VERGARA  |  MONDAY, 20 NOV 2017
With less than six weeks to go, financial advisers are still unclear about their obligations under the Life Insurance Framework reforms, Financial Standard's weekly spot poll shows. More than 40% of advisers who took part in the survey are unsure about ...

Netwealth lists on ASX

JAMIE WILLIAMSON, MICHELLE BALTAZAR  |  MONDAY, 20 NOV 2017
... them...We intend to keep innovating and focusing on our clients." He also acknowledged the ongoing support of financial advisers as a key contributor to Netwealth's success. "The success of the company was also the result of the very strong support the ...

AMP adds LIF resources as deadline looms

JAMIE WILLIAMSON  |  THURSDAY, 16 NOV 2017
... for practice staff. Preliminary results from a current Financial Standard opinion poll shows that just 23% of financial advisers consider themselves prepared for the LIF reform deadline.

Managed accounts here for the long haul

DARREN SNYDER  |  THURSDAY, 16 NOV 2017
... investment strategy day in Melbourne, Entwistle said technology will also improve the customisation for both financial advisers and clients. "It's an immature market with some companies who have been around for five and ten years and some for two years ...