Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 4001 - 4010 of 9819 results for "Advisers"

Thematic SMAs on the rise

JAMIE WILLIAMSON  |  WEDNESDAY, 16 MAY 2018
... of 80 basis points. They are free from performance fees. "Thematic portfolios are becoming more and more important for advisers to consider when thinking about a client's overall portfolio," Macrovue said. "Having the Macrovue thematic global share portfolios ...

More adviser participation needed to shape ethics code

JAMIE WILLIAMSON  |  WEDNESDAY, 16 MAY 2018
Financial advisers must consult on the draft code of ethics as it contains vague standards the industry has never previously been required to adhere to. While it is already expected that advisers comply with a raft of legal obligations, wealthdigital ...

MLC Life enhances mental health offering

HARRISON WORLEY  |  WEDNESDAY, 16 MAY 2018
... path to improve their mental health. Mental Health Navigator is a confidential, specialist mental health service that advisers can offer to customers and their families at no cost, and they don't need to make an insurance claim to use it," she said. ...

SMA provider to award $20m mandate

DARREN SNYDER  |  TUESDAY, 15 MAY 2018
... structure means there is a potentially higher margin opportunity opening up. To make it all work though, we, the managers and advisers have to get the communication piece right so investors understand up front what a more concentrated structure will ...

ASIC consults on advice code monitoring bodies

JAMIE WILLIAMSON  |  TUESDAY, 15 MAY 2018
... detailing proposals for approving and supervising compliance schemes for the incoming code of ethics that all financial advisers must adhere to. Under the professional standards legislation, the code of ethics developed by the Financial Adviser Standards ...

Advice fintech shutters Sydney office

ALEX BURKE  |  TUESDAY, 15 MAY 2018
... quarter towards its goals," Intiger chair Patrick Canion said. "At Intiger, we are passionate about helping financial advisers spend more time with their clients and less time documenting their advice. This is because quality financial advice improves ...

Vertical integration needs overhaul: Poll

KANIKA SOOD  |  MONDAY, 14 MAY 2018
... measures to move away from the traps of vertically-integrated models. On May 7, ANZ culled sales-based bonuses for its advisers after the Royal Commission hearings revealed the bank had run a "leaderboard" that ranked advisers on the revenue they brought ...

Adviser disciplinary regime has holes: AFA

JAMIE WILLIAMSON  |  MONDAY, 14 MAY 2018
The Association of Financial Advisers concedes the existing disciplinary regime for financial advisers is largely ineffective due to a lack of communication between responsible parties. In its response submission to the Royal Commission the AFA said ...

BlackRock confirms iShares delisting timetable

KANIKA SOOD  |  FRIDAY, 11 MAY 2018
... investors about the administrative burdens and we expect a very positive response, particularly if you consider financial advisers who have numerous clients invested in these products," Howie said. "We expect advisers will be over the moon that we now ...

ASIC and FPA submit recommendations to RC

HARRISON WORLEY  |  FRIDAY, 11 MAY 2018
... Additionally, the association admitted that FoFA obligations which were introduced to manage conflicts of interest between advisers and product manufacturers working for the same organisation, had been ineffective in many instances. FPA added that while ...