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Showing 4131 - 4140 of 9819 results for "Advisers"

FASEA releases draft degree equivalence, Code of Ethics

JAMIE WILLIAMSON  |  TUESDAY, 20 MAR 2018
... The Financial Adviser Standards and Ethics Authority released its proposed degree equivalence guidelines for existing advisers, as well as its draft Code of Ethics. Under the proposed requirements, existing financial advisers with a bachelor's degree ...

Praemium data feeds added to BGL platform

KANIKA SOOD  |  MONDAY, 19 MAR 2018
Praemium's automated data feed for financial advisers is now available on BGL's Simple Fund 360 platform. The new data feed will use BGL SmartPost II to automatically move money to ledger accounts. BGL managing director Ron Lesh said his team has been ...

TAL named top life insurer for 2017

DARREN SNYDER  |  FRIDAY, 16 MAR 2018
TAL and CommInsure each collected three accolades at the Association of Financial Advisers (AFA) Life Company of the Year Awards in Sydney last night, and it was the former which won the top gong. Recognising its excellence in the provision of products ...

Advisers underprepared for cyber risk high-stakes

DARREN SNYDER  |  WEDNESDAY, 14 MAR 2018
Financial advisers and superannuation funds understand the stakes behind cyber incidents but it's not reflected in business preparation and protection processes. This is a key finding in the latest industry survey from Kamino Cyber Security, a division ...

Crunch time for limited MDA advisers

KARREN VERGARA  |  WEDNESDAY, 14 MAR 2018
Financials advisers have less than seven months to transition clients and beat the limited managed discretionary account (MDA) deadline. According to Managed Accounts Holdings (MGP) head of distribution Tony Nejasmic, the no-action position on limited ...

MetLife expands retail life business

KARREN VERGARA  |  WEDNESDAY, 14 MAR 2018
... Matt Lippiatt said Sugden and Howard will further strengthen the firm's retail capabilities. "We want to be the partner advisers and licensees rely on to help them navigate the changing world of life insurance for their clients," he said. MetLife also ...

Financial advice under the Royal Commission spotlight next month

ALEX BURKE  |  TUESDAY, 13 MAR 2018
... insurance (6%). The Financial Ombudsman Service recently suggested in a submission to the Royal Commission that financial advisers account for more than a third of all serious misconduct issues since early 2012. These investigations involved instances ...

Client longevity the largest advice disruptor

DARREN SNYDER  |  TUESDAY, 13 MAR 2018
Financial advisers must understand their respective practices will face increased pressure and industry disruption if they fail to properly account for the fundamentals of client longevity. This is the view of Russell Investments managing director of ...

Janus Henderson portfolio manager joins Aussie boutique

ALEX BURKE  |  TUESDAY, 13 MAR 2018
... portfolio management experience, David has welcome skills in developing additional product solutions for investors and advisers with an absolute return appetite," Colman said. Rosenbloom added: "I have known the ARCO investment team for many years now ...

Advisers to embrace aged care opportunities

JAMIE WILLIAMSON  |  TUESDAY, 13 MAR 2018
... for aged care grows, so too does the need for specialised aged care financial advice. Estimating that less than 10% of advisers regularly provide aged care advice, Challenger is calling on financial advisers to become more educated on the subject so ...