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Showing 3621 - 3630 of 9819 results for "Advisers"

3.5 million Aussies give financial advice to friends and family: Roy Morgan

HARRISON WORLEY  |  TUESDAY, 15 JAN 2019
Roy Morgan research shows millions of Australians are trusted advisers to their friends and family when it comes to finance and investment decisions. The research shows more than 17% of Australians are asked to advise on the financial matters of their ...

Aristotle enters Australian market

KARREN VERGARA  |  TUESDAY, 15 JAN 2019
... Plus Capital will focus on introducing Aristotle's global equity strategy to Australian institutional investors and advisers. Aristotle manages about $22.17 billion across equity and fixed income strategies. It has offices in Los Angeles, Newport ...

Collaboration needed for AI and machine advice programs

OSKAH DUNNIN  |  TUESDAY, 15 JAN 2019
... utilise these technologies to assist those on the frontline, while training the next generation and retraining existing advisers on their exact obligations." Knight and Symons noted other industries that had adopted AI and machine-based learning programs ...

Sunsuper expands advice business

OSKAH DUNNIN  |  TUESDAY, 15 JAN 2019
... join Sunsuper at a time when the fund is on more than 20 licensee approved product lists (APLs) and has close to 3000 advisers who frequently recommend Sunsuper when advising clients. Black, appointed as Queensland business development manager, and Bailey ...

Minimum SMSF balance misleading: SuperConcepts

JAMIE WILLIAMSON  |  MONDAY, 14 JAN 2019
... around compliance issues," Fenech said. An additional recommendation made by the commission in regards to SMSFs would see advisers be required to provide a 'red flags' document to clients looking to establish an SMSF. ATO data from 2016-17 shows a vast ...

International equities rule Aussie ETFs: Vanguard

HARRISON WORLEY  |  MONDAY, 14 JAN 2019
... investors. However the firm said flows into its ETFs were in some part driven by an increasing interest from financial advisers, who have been turning to the instrument in a bid to diversify portfolios for clients. Vanguard added that more institutional ...

AFSL super options under the lens

KANIKA SOOD  |  THURSDAY, 10 JAN 2019
... ASIC should also conduct selected audits of the information received to facilitate assessment of the effectiveness of advisers in meeting clients' best interests," the report said. Take "general" out of advice The same recommendation (8 of 31) has ...

Game over for grandfathered commissions

JAMIE WILLIAMSON  |  THURSDAY, 10 JAN 2019
... the client are met. Taking aim at key advice associations, the Productivity Commission said organisations representing advisers have argued for the retention of such arrangements as members could face additional costs if the trail commissions are removed. ...

Specialist SMSF advisers need only apply

JAMIE WILLIAMSON  |  THURSDAY, 10 JAN 2019
The final report calls for additional requirements that financial advisers must comply with before they provide SMSF advice. The Productivity Commission is again calling for specialist training for those financial advisers wishing to advise on SMSFs ...

Regulators in Productivity Commission firing line

HARRISON WORLEY  |  THURSDAY, 10 JAN 2019
... fund performance. ASIC's focus should be on the behaviour of the system's players, namely trustees and financial advisers, in addition to the appropriateness of products and disclosure. The Commission also called on the regulators to become "member ...