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Showing 3961 - 3970 of 9819 results for "Advisers"

IOOF boosts adviser compliance support

KARREN VERGARA  |  TUESDAY, 19 JUN 2018
IOOF's financial advice licensee support service has partnered with Integrity Compliance to help financial advisers manage AFSL requirements. IOOF Alliances aims to help its network of self-licensed advice businesses manage governance, risk and compliance ...

Advice group strengthens leadership team

JAMIE WILLIAMSON  |  TUESDAY, 19 JUN 2018
... brings 25 years' experience in financial services and will oversee the adviser experience from beginning to end; ensuring advisers are provided with the best value services possible. Also joining Fitzpatricks is former Perpetual Private head of strategic ...

SSGA appoints head of retirement solutions

ALEX BURKE  |  TUESDAY, 19 JUN 2018
... will build out a team tasked with developing retirement investment products, working alongside super funds and finanical advisers. "As more Australian super fund members transition from accumulating wealth to drawing down their savings, the need for ...

Adviser performance data vital to remuneration

JAMIE WILLIAMSON  |  TUESDAY, 19 JUN 2018
... foundation on which to justify service fees and adviser remuneration packages. Surveying 12 advice businesses, Elixir found advisers are typically asked to report on client workflow and activity, including pipeline revenue coming in, on a weekly basis. ...

The future of advice fee structures

JAMIE WILLIAMSON  |  MONDAY, 18 JUN 2018
To ensure the success of financial advice businesses in the post-Royal Commission world, financial advisers must separate planning and product advice fees, as well as benchmark both planning advice fees and portfolio performance. That is the view of ...

Aussie IPO launches at decade high

KANIKA SOOD  |  FRIDAY, 15 JUN 2018
... the US. The number of withdrawn IPOs more than halved to 11 compared to 23 in H1 2017, as potential issuers and their advisers became better skilled in navigating uncertainty. "Dealmakers will however be hoping for a less turbulent second half to get ...

Class streamlines investment solution

KARREN VERGARA  |  FRIDAY, 15 JUN 2018
... previously restricted to accountants. Class partnered with the online platform and mobile app in 2016, aiming to assist advisers make better informed decisions. Simply Wall St analyses more than 72,000 stocks in Asia, the US and UK and examines investment ...

Fidante eyes actively managed ETFs

KANIKA SOOD  |  THURSDAY, 14 JUN 2018
... that's partly because it's been hard for them to access quality fixed income investments," he said. "I expect that advisers will use exchange traded instruments to implement their advice. Advisers have to fill out a lot of forms which is time ...

Perpetual launches ethical fund

KARREN VERGARA  |  THURSDAY, 14 JUN 2018
... Portfolio manager and head of fixed income Vivek Prabhu told Financial Standard that after engaging directly with financial advisers and research houses such as Lonsec and Morningstar, it became clear there's an absence of choice in the fixed income ...

Advisers must tread carefully on PLS

JAMIE WILLIAMSON  |  THURSDAY, 14 JUN 2018
Financial advisers are being warned to exercise caution and double check licensing requirements when advising on the Federal Government's Pension Loan Scheme as a retirement income supplement. As the Pension Loan Scheme is within credit licensing rules ...