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Showing 3981 - 3990 of 9819 results for "Advisers"

AFA criticises draft FASEA standard

KARREN VERGARA  |  FRIDAY, 8 JUN 2018
The Association of Financial Advisers released its assessment of the Financial Adviser Standards and Ethics Authority's 12 draft standards, pointing to numerous areas that need clarity and focus, particularly around governance at the licensee level. ...

Daido Life buys stake in life insurer

KARREN VERGARA  |  WEDNESDAY, 6 JUN 2018
... currently done." "The growth path from here includes building flexible, tailored personal life insurance which delivers advisers and customers an easier and more transparent experience. We look forward to a long-term mutually-beneficial relationship ...

Global fund manager creates executive role

KARREN VERGARA  |  TUESDAY, 5 JUN 2018
... understanding of alternative beta strategies and a great deal of experience with institutional investors, as well as financial advisers in the Australian and the wider Asia-Pacific markets. The appointment and establishment of the Capital Fund Management ...

Netwealth boosts class action involvement

JAMIE WILLIAMSON  |  TUESDAY, 5 JUN 2018
... "Due to the increasing number of class actions now existing we wanted to ensure that clients and super members and their advisers were fully aware of our policy in respect to these matters and how we may participate on their behalf for their benefit," ...

Promotions at Zenith to capitalise on growth

JAMIE WILLIAMSON  |  TUESDAY, 5 JUN 2018
... and investment consulting services, with the increased interest in managed accounts portfolio services from financial advisers providing a promising growth avenue. "We believe Zenith's competitive advantage in managed accounts is underpinned by the ...

Praemium signs wealth management heavyweight

KANIKA SOOD  |  TUESDAY, 5 JUN 2018
... use Praemium's managed accounts services. Morgan Stanley Wealth Management Australia and its about 115 financial advisers will use Praemium's separately managed accounts (SMA) technology. The managed accounts solution will go live in July, providing ...

ASIC bans former AMP adviser

HARRISON WORLEY  |  MONDAY, 4 JUN 2018
... said its wealth management project - which focuses on the conduct of the largest financial advice firms - has banned 47 advisers and one director from the financial services industry. The banning of Luplau is the latest in a series from the regulator ...

Pengana partners with credit boutique

KANIKA SOOD  |  FRIDAY, 1 JUN 2018
... Pengana Capital chief executive Russel Pillemer said: "In the current interest rate environment, we see investors and advisers actively seeking yield. The GCI proposition provides a great risk/return profile for yield seeking investors and we're delighted ...

Advisers still resistant to social media

JAMIE WILLIAMSON  |  THURSDAY, 31 MAY 2018
... is followed by phone calls (82.3%) and text messaging (27.87%). Away from communications, the research shows 37.7% of advisers believe separately managed accounts will be the technology to have the greatest impact on their business over the next five ...

$900bn of wealth soon up for grabs: Research

HARRISON WORLEY  |  THURSDAY, 24 MAY 2018
... transition of the industry will have substantial ramifications, including the departure of more than 50% of financial advisers currently employed in the industry. If such an exodus were to occur, Adviser Ratings estimates $900 billion of wealth would ...