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Showing 4301 - 4310 of 8611 results for "DIF"

Advisers must know more than client history

DARREN SNYDER  |  THURSDAY, 6 OCT 2016
To have a successful financial advice practice advisers must move beyond technical advice and truly get to know their clients, according to AFA Foundation chair Olivia Sarah-Le Lacheur. Speaking at the 2016 AFA National Adviser Conference, Sarah-Le ...

Advisers urged to meet challenges together

DARREN SNYDER  |  THURSDAY, 6 OCT 2016
Senior figures at the AFA have urged delegates at this year's conference to meet the challenges posed by legislation with the collaborative, can-do attitude that has always defined the association's annual meeting. AFA chief executive Brad Fox, new ...

La Trobe Financial launches retail platform

DARREN SNYDER  |  WEDNESDAY, 5 OCT 2016
Investment specialist La Trobe Financial is targeting retail investors with the launch of its new online platform, La Trobe Direct. The new platform provides investors with the opportunity to invest online and directly in to the La Trobe Australian ...

Rimmer departs in EQT management shake-up

ALEX BURKE  |  WEDNESDAY, 5 OCT 2016
After promoting four members of its corporate trustees services team in September, Equity Trustees has made further management changes as part of its ongoing restructure. The goal of these new changes, according to EQT, is to "more clearly define management ...

Top boutique in first push for new investors

MARK SMITH  |  FRIDAY, 30 SEP 2016
One of the top performing fund managers in Australia, Ophir Asset Management, is looking to partner with family offices and independent financial advisers in a bid to attract long-term high net worth investors. From inception in August 2012 to the end ...

CFS to integrate with IRESS

JAMIE WILLIAMSON  |  THURSDAY, 29 SEP 2016
Colonial First State has appointed IRESS to provide back-end technology for its FirstWrap platform. CFS will implement IRESS Portfolio System (IPS) technology onto its managed accounts solution in a bid to satisfy growing adviser demand. CFS acting ...

NAB pays $6.5m to resolve advice complaints

KERRIE SYDEE  |  WEDNESDAY, 28 SEP 2016
National Australia Bank revealed it has paid a total of $6.5 million to 251 customers since February 2015 after settling their claims for compensation. In an update on its financial advice response initiative, NAB said the uplift in payments to customers ...

NGS cuts ties with CommInsure

JAMIE WILLIAMSON  |  TUESDAY, 27 SEP 2016
NGS Super has terminated its longstanding partnership with CommInsure, awarding the mandate for its insurance offering to a rival life company. Following an in-depth tender process, the mandate has been secured by TAL; ending NGS's 28 year relationship ...

Budgets with more super tinkering are possible

DARREN SNYDER  |  MONDAY, 26 SEP 2016
Westpac chief economist Bill Evans warns superannuation funds that further tinkering of the system at Budget time is not beyond the realms of possibilities. As federal politicians become further engrossed in "fixing the Budget" the chief economist reckons ...

IOOF upgrades Pursuit functionality

JAMIE WILLIAMSON  |  MONDAY, 26 SEP 2016
IOOF has introduced a new automatic re-weighting function to its Pursuit platform. The new feature, available through Pursuit's Portfolio Online portal, allows advisers to choose between re-weighting client's portfolios to a desired percentage or to ...