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Showing 4091 - 4100 of 9819 results for "Advisers"

Praemium expands global SMA offering

JAMIE WILLIAMSON  |  TUESDAY, 10 APR 2018
... cost," he said. "Praemium offers the broadest SMA model portfolio range in Australia, and we remain focused on providing advisers and their clients with the greatest choice of quality portfolios from high-calibre managers." Praemium first launched global ...

SMSF tool receives industry tick

HARRISON WORLEY  |  MONDAY, 9 APR 2018
The SMSF Association has welcomed the introduction of a new ATO tool designed to help SMSF trustees and advisers remain compliant with new regulations. The SMSF regulator's new bulletin ensures the SMSF sector is given timely updates on any new or emerging ...

CFSGAM model portfolios added to FirstWrap

JAMIE WILLIAMSON  |  MONDAY, 9 APR 2018
... conviction growth stocks; and the CFSGAM Ex-20 Australian Share Portfolio, investing in the S&P/ASX 300. The SMAs provide advisers and clients with direct access to the share market while retaining the active stock selection and risk management benefits ...

FASEA consultation could sway retirement outcomes

JAMIE WILLIAMSON  |  MONDAY, 9 APR 2018
... Australians experience the best possible outcomes in retirement. "FASEA will have an important responsibility to ensure that advisers are ready to service the mass market of retirees who will need advice about the safe spending of their retirement savings," ...

Spotlight on financial elder abuse

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
While financial advisers are among those best placed to identify instances of financial elder abuse, cases are continually slipping under the radar as it becomes increasingly difficult to recognise. Speaking at the Challenger Financial Standard Technical ...

Technology for advisers by advisers

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
An advice association is calling on independent and non-aligned financial advisers to get involved in designing and building better software for the delivery of goals-based advice. The Association of Goals Based Advice is inviting advisers to participate ...

Outsourcing driving advice client engagement

KARREN VERGARA  |  FRIDAY, 6 APR 2018
... working with financial planners for a number of years, Carney said there were specific challenges that were preventing advisers from scaling and holding them back from achieving their business goals. They were faced with compliance and admin work that ...

Fortnum lands investment veteran as chairman

KANIKA SOOD  |  THURSDAY, 5 APR 2018
... for growth in its managed discretionary account (MDA) services. Fortnum currently advises on $5 billion with about 100 advisers across Australia. The appointment - along with the adviser group's February appointment of Glen Castensen from Centric Wealth ...

FASEA standards still lacking: FPA

ALEX BURKE  |  THURSDAY, 5 APR 2018
... The Financial Adviser Standards and Ethics Authority education standards do not give sufficient recognition to existing advisers who have completed study, according to FPA chair Neil Kendall. The FPA has issued an online questionnaire to its 13,700 members ...

Contango restructure sees reduced headcount

ALEX BURKE  |  THURSDAY, 5 APR 2018
... it to launch retail-backed funds; expand the company's relationship with a network of retail and independent financial advisers; and allow it to "use the Switzer name, a well-recognised and respected brand in the retail investment market."