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Showing 4161 - 4170 of 9819 results for "Advisers"

Advice clients demand philanthropic conversations

KARREN VERGARA  |  THURSDAY, 1 MAR 2018
Philanthropy is becoming part of the conversation between financial advisers and clients as it's an area increasingly accessible to middle Australians, an estate planning expert says. Australian Unity Trustees national manager of estate panning Anna ...

Senior RBA figure joins life insurer

JAMIE WILLIAMSON  |  THURSDAY, 1 MAR 2018
... underwriting rules engine for group and retail customers, significantly diminishing the time it takes for consumers and advisers to purchase cover. Girn will commence in the new role in May 2018.

ASIC to target non-compliant advisers and AFSLs

JAMIE WILLIAMSON  |  THURSDAY, 1 MAR 2018
ASIC has outlined its key initiatives for the coming six months, with a specific focus on the conduct of financial advisers and licensees. Releasing its latest enforcement report, the regulator said it will be paying particular attention to financial ...

SMSF trustees warned on non-compliant crypto

JAMIE WILLIAMSON  |  THURSDAY, 1 MAR 2018
... cryptocurrency is authorised under their trust deed or update their investment strategy, will be a major issue for financial advisers doubling as SMSF auditors in the months to come. "This time around they won't experience a lot of it because audits ...

How to find alpha in advice: Vanguard

KARREN VERGARA  |  TUESDAY, 27 FEB 2018
Advisers who focus on client behavioural coaching over commoditising investment or stock selection can find "alpha" in their value proposition, according to an industry expert. Vanguard head of portfolio construction Francis Kinniry said embracing new-age ...

ASIC bans former NAB, Westpac adviser

KARREN VERGARA  |  TUESDAY, 27 FEB 2018
... has the right to appeal to the Administrative Appeals Tribunal to review ASIC's decision. Ramsay's case is among the 42 advisers ASIC has banned as part of its Wealth Management Project. One director was also banned from the financial services industry. ...

Is risk advice at risk?

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
... labelled the education requirements proposed by the Financial Adviser Standards and Ethics Authority (FASEA) for existing advisers as over-prescriptive. He said the advice industry will see a mass retirement of life insurance advisers at the close of ...

HUB24 reports record first half

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2018
... under administration to date as a result of numerous new distribution deals with licensees and the addition of 123 new advisers, half-year results show. The platform's FUA grew by a record $1.4 billion during the first half of the 2018 financial year. ...

IOOF licensee launches MDA solution

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2018
... on the Asset Administrator platform, its white label of BT Panorama. The solution is designed specifically to assist advisers in efficiently delivering flexible, quality portfolio construction and implementation to clients. Centrally managed and actively ...

Industry fund boosts property team

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2018
The co-head of property at JANA Investment Advisers has taken on a leadership role at a $43 billion industry superannuation fund. Rhonda Spagnol is now head of property at Cbus, responsible for strategy development and oversight of the property sector. ...