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Showing 4251 - 4260 of 9819 results for "Advisers"

Macquarie Wrap SMAs accrue landmark FUM

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
... separately managed accounts have amassed more than $1 billion in funds under administration. Reflecting strong interest from advisers and clients seeking flexibility and efficiency, Macquarie Wealth Management head of wealth product and technology, Cameron ...

The next generation of adviser and client

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
... financial advice industry and taking steps to widen the entry door for women is vital to the positive progression of female advisers and traditional business models. State Street Global Advisors' SPDR business is urging the global advice industry to ...

SMSFs grappling with super changes

KARREN VERGARA  |  FRIDAY, 12 JAN 2018
... complexities of the reforms, the head of the SMSF Association says. Chief executive John Maroney said SMSF members and advisers are still coming to grips with the impact of the legislative changes in certain areas such as estate planning and death benefits. ...

Adviser banned over theft from deceased estate

JAMIE WILLIAMSON  |  FRIDAY, 12 JAN 2018
... about what had happened to the funds, with ASIC labelling his conduct dishonest. Smith is listed on ASIC's Financial Advisers Register as a member of the Financial Planning Association of Australia, having attained his Certified Financial Planner qualification ...

Safeguard wills with specialist advice: Lawyer

KARREN VERGARA  |  THURSDAY, 11 JAN 2018
... contemplation of the marriage.' Then the will remains valid," she said. Wealth Planning Partners' Amanda Cassar said financial advisers must remember for certain superannuation funds, a binding death benefit nomination made by a client becomes invalid ...

Potential windfall to be found in super reforms

JAMIE WILLIAMSON  |  THURSDAY, 11 JAN 2018
Financial advisers are reminded of significant benefits offered by incoming superannuation reforms, with clients preparing for retirement or searching for their first home in line for the lion's share. NAB director of SMSF and customer behaviour Gemma ...

US advisers shifting to international equities

KARREN VERGARA  |  WEDNESDAY, 10 JAN 2018
Financial advisers in the US will increase allocations to actively managed non-US equity funds over the next six months, a new survey shows. One-third (34%) of the 778 advisers canvassed by Advisor Perspectives said they will allocate 3% or more of ...

Zurich sells Singapore life business

JAMIE WILLIAMSON  |  WEDNESDAY, 10 JAN 2018
... Singapore Life will have the terms and conditions of those policies upheld, as will all existing relationships with financial advisers and policyholders. Zurich Life Singapore chief executive David Kneale said the decision to sell its business portfolio ...

Eaton Vance subsidiary appoints COO

ALEX BURKE  |  TUESDAY, 9 JAN 2018
... Calvert announced it would be assisting in underwriting the launch of Morningstar's program to better prepare financial advisers for incorporating sustainable investing into advice practices, along with Merrill Lynch and Northern Trust Asset Management's ...

Marriage equality and the estate plan

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2018
Australian same-sex couples can legally marry from today and financial advisers are being reminded of the estate planning challenges this historic occasion may trigger for clients. While the ability to legally wed brings considerable benefits as a result ...