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Showing 3901 - 3910 of 9819 results for "Advisers"

Advisers grapple with client retention

KARREN VERGARA  |  WEDNESDAY, 18 JUL 2018
Financial advisers are losing clients and the ongoing financial services Royal Commission isn't helping. The good news is professional standards reform is helping restore the reputation of the industry, Investment Trends research reveals. In the ...

Infocus grows executive lineup

JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
... dealer group of choice. "Both are experts in their respective fields, but just as importantly, they have each practiced as advisers so they understand and appreciate both the opportunities and challenges that face our industry. Like us, they agree Infocus ...

FASEA-induced exodus increasingly likely

JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
... members intend to leave the industry if existing qualifications are not recognised, while a further 34.7% remain unsure. Advisers with more than 21 years' experience are more inclined to exit the industry, with 26.3% saying they will likely do so ...

Crypto exchange enters superannuation market

KARREN VERGARA  |  TUESDAY, 17 JUL 2018
... small entities active in cryptocurrency. In March, it was reported complex cryptocurrency assets are driving financial advisers to reconsider the advice process, particularly when it comes to estate planning. Australian Unity Trustees national manager ...

Soaring funeral costs require adviser airtime

KARREN VERGARA  |  MONDAY, 16 JUL 2018
The soaring costs of funerals is an area financial advisers must factor into the estate planning process, particularly for those living in Sydney. Based on the experience of Australian Unity Trustees national manager of estate planning, Anna Hacker ...

AMP claims director exits

KARREN VERGARA  |  MONDAY, 16 JUL 2018
... 2011. He was responsible for the distribution of AMP's insurance, wealth management and banking products to financial advisers. Wyatt spent 25 years at AXA both in Australia and the UK, and was general manager of marketing and strategy prior to its ...

Advisers demand self-licensing regime: Poll

KARREN VERGARA  |  MONDAY, 16 JUL 2018
A majority of financial advisers would welcome an overhaul of the AFS licensing regime, a recent survey shows. The majority (78%) of financial advisers polled in Financial Standard's sister publication FS Advice would prefer to be self-licensed, similar ...

UBS chief investment strategist leaves

KANIKA SOOD  |  FRIDAY, 13 JUL 2018
... the bank's chief investment officer responsible for Switzerland. The project, called UBS Companion, will allow UBS advisers to bring Kalt's expertise and knowledge into client meetings through an avatar, which will respond and interact with clients ...

IOOF executive takes new role

JAMIE WILLIAMSON  |  FRIDAY, 13 JUL 2018
... solutions executive Paul Cullen said her addition reflects the group's strategy of attracting and retaining the best advisers in the industry. "Miriam's appointment demonstrates our commitment to investing in people, capabilities and technology so that ...

Pre-retirees fear longevity risk: AustralianSuper

JAMIE WILLIAMSON  |  THURSDAY, 12 JUL 2018
... anxiety about retiring. The AustralianSuper Retirement Confidence Index also demonstrates an opportunity for financial advisers as 7% of respondents said they had spoken to a financial adviser in the past 12 months. More concerning, 60% of respondents ...