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Showing 2891 - 2900 of 9818 results for "Advisers"

YBR national advice lead moves to Interprac

ELIZABETH MCARTHUR  |  FRIDAY, 3 APR 2020
... operations management at YBR. Commenting on Walker's appointment, Crole said: "She is forward thinking. Today we are seeing advisers strive to become more educated - Sharon completed Deakin University Diploma in FP back in 1996, well before others felt ...

Industry bodies work to ease regulatory burdens

ELIZABETH MCARTHUR  |  FRIDAY, 3 APR 2020
... Accountants, Chartered Accountants and Certified Public Accountants - wants ASIC to offer regulatory relief so that financial advisers and accountants can better cope with the load during the COVID-19 pandemic. Ben Marshan, FPA head of policy and standards ...

Not buy time yet: Lonsec

KANIKA SOOD  |  THURSDAY, 2 APR 2020
... managed accounts asset pool. Lonsec's managed accounts have about $600 million in assets under management and are used by advisers and advice groups. An investment committee composed of senior Lonsec research staff, consultants, and external committee ...

Could relief on advice compliance save consumers?

ELIZABETH MCARTHUR  |  THURSDAY, 2 APR 2020
... and falling victim to scams as they navigate the economic fallout of COVID-19 - but compliance has left some financial advisers and service providers feeling hamstrung in helping. Meg Heffron, managing director of Heffron, says more people have called ...

Fixed income liquidity squeeze bites

KANIKA SOOD  |  THURSDAY, 2 APR 2020
Financial advisers and investors in fixed income funds are feeling the heat as markets trade less frequently in the ongoing COVID-19 correction, and they are slugged with exit costs. Unlisted managed fixed income funds from giants like Vanguard and ...

Return of the king

ELIZA BAVIN  |  THURSDAY, 2 APR 2020
... the risk of underperforming, but they are also the funds that have probably done quite well during this period." For advisers, Doyle thinks there will be more a push coming from clients to make sure the risk balance in portfolios are more aligned with ...

Count Financial adds tech integrations

ALLY SELBY  |  THURSDAY, 2 APR 2020
... tech integrations would free up adviser time to focus on delivering advice to their clients. "Prior to this change, if advisers wanted to make any investment switch they would have to manually calculate the buy-sell spread, then get it checked and loaded ...

MLC waives licensee fees, delays dealer group transitions

JAMIE WILLIAMSON  |  WEDNESDAY, 1 APR 2020
MLC Wealth is waiving licensee fees for all of its aligned financial advisers as they struggle to operate their businesses and provide support to clients during unprecedented uncertainty. It has also delayed the transition of advisers from Apogee and ...

COVID-19 will increase demand for advice: Survey

KANIKA SOOD  |  WEDNESDAY, 1 APR 2020
Almost eight in 10 advisers surveyed by Allan Gray think the COVID-19 crisis will increase the demand for financial advice. Allan Gray polled 70 financial advisers after an investment webinar, and found 77% of the advisers think the health and economic ...

Vanguard launches simplified investment platform

HARRISON WORLEY  |  WEDNESDAY, 1 APR 2020
... out will be phased, with SMSF account access set to be introduced at a later date, as well as the ability for financial advisers and their clients to access the platform. Eventually, the firm will add international shares to the brokerage service, and ...