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Showing 3671 - 3680 of 9819 results for "Advisers"

Responsible investment guide launched

KANIKA SOOD  |  WEDNESDAY, 28 NOV 2018
... partnered with the Responsible Investment Association of Australasia to launch a guide to responsible investing for financial advisers as demand for the strategies swells. AXA Investment Managers worked with Responsible Investment Association Australasia ...

NEOS continues growth trajectory

KARREN VERGARA  |  TUESDAY, 27 NOV 2018
... Sargon as the trustee of its new insurance-only superannuation fund NEOS Super Plan. NEOS Super Plan provides financial advisers with a pay-by-super option for their client's NEOS Protection life insurance policies, Yardley said. "Being able to structure ...

Advice group rebuilds following regulatory headwinds

DARREN SNYDER  |  MONDAY, 26 NOV 2018
... adviser business and real estate operations. In the next 12 months the firm has ambitions to add another 40 to 50 financial advisers to its recently acquired dealer group Wealth Today, taking it above the 100-adviser milestone. "Consumers will -for several ...

Vertical integration not to blame

HARRISON WORLEY  |  MONDAY, 26 NOV 2018
... are questions about how industry participants are paid. Macquarie Group's submission said it is possible for financial advisers to comply with their duties to clients, including the best interest duty, in circumstances where a related party of their ...

Rice Warner warns against culling value-based advice fees

HARRISON WORLEY  |  FRIDAY, 23 NOV 2018
... advice services. Earlier this year the actuarial firm, in partnership with ING, revealed Australians trust financial advisers yet are only willing to pay a maximum of $400 for face-to-face consultation. The expectations of Australians differ wildly from ...

Adviser-matching app launches

KARREN VERGARA  |  FRIDAY, 23 NOV 2018
... Life website. The FPA also extended its 2017 Why Fintech is Not a Threat report by releasing a practical guide to help advisers find the right technology providers. The guide outlines important questions advisers can ask software providers and provides ...

Increase adviser standards sector-wide: FSU

JAMIE WILLIAMSON  |  FRIDAY, 23 NOV 2018
The new professional standards imposed on financial advisers should be rolled out across the entire financial services sector. That is the view of the Finance Sector Union which said a process of professionalisation should extend to other occupations ...

FPA honours top advisers

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
The Financial Planning Association of Australia kicked off its annual conference in Sydney yesterday afternoon by honouring outstanding professionals in the industry. Perth-based Michael Carmody of Viva Wealth took out the coveted FPA Certified Financial ...

Class enhances XPLAN integration

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
The latest integration between Class and XPLAN will enable financial advisers to have a single shared view of data and assets. Users will be able to vie all investments held within Class and XPLAN, including unlisted assets such as direct property. ...

Aussie banks underestimated difficulties of advice: Hartzer

HARRISON WORLEY  |  THURSDAY, 22 NOV 2018
... different groups of customers that we have. "We genuinely do have a large number of customers who are very happy with their advisers. "So to just walk away from it entirely to a certain extent is to abandon our customers [in] an important respect," he ...