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Showing 4391 - 4400 of 9819 results for "Advisers"

Wills should be reviewed, not refuted: EQT

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
Financial advisers must ensure clients' estate plans are being regularly reviewed to avoid the potential diminishment of assets as a result of costly family drama when they're gone, Equity Trustees said. The asset management and estate planning experts ...

Business benefits of managed accounts mounting

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
Financial advisers using managed accounts are saving more than 14 hours a week on compliance and administrative tasks. Latest research from BT Financial Group, conducted by Investment Trends in July, demonstrates advisers recommending managed accounts ...

HUB24 partners for white label platform

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
... The recently re-branded platform has agreed to deliver a white label platform to Euroz Limited, named Encore, providing advisers with access to the collective capability of HUB24 and its subsidiary Agility Applications via an integrated desktop interface ...

IRESS partners for client engagement

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2017
... integration. The financial services technology provider has partnered with Suitebox to deliver a digital workspace for advisers that will also allow them to screen share documents and applications, record advice discussions and return all records of ...

Board changes at Crestone

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
... opportunities." Crestone has $14 billion of client assets under management, with 200 employees, including more than 70 investment advisers.

CommInsure adds new annuity strategy

JAMIE WILLIAMSON  |  TUESDAY, 17 OCT 2017
Financial advisers are now better equipped to help retiree clients ensure they won't run out of money with CommInsure expanding its range of retirement savings strategies through collaboration with a US academic. A new strategy, called Staggered Annuitisation ...

Government names new ASIC chair

ALEX BURKE  |  TUESDAY, 17 OCT 2017
... Commission, and headed up Goldman Sachs' Asian hedge fund consultancy business. He has also held roles at Eurekahedge Advisers, Desdner Kleinwort Wasserstein, Linklaters and Blake Dawson Waldron. Minister for Revenue and Financial Services Kelly O'Dwyer ...

ANZ splits OnePath businesses, revamps life insurance team

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
... Advice, Millennium3, Financial Services Partners and Elders Financial Planning dealer groups, made up of 717 aligned advisers and $19.5 billion in funds under advice. IOOF said the acquisitions will position it to be the second largest advice business ...

Westpac faces class action over life insurance

KARREN VERGARA  |  MONDAY, 16 OCT 2017
... premiums that persons who obtained identical insurance issued by Westpac Life on the recommendation of independent financial advisers," Shine Lawyers said in a statement on its website. Westpac should not have preferred its own interests at the expense ...

Super changes increasing adviser workload: Financial Standard poll

KARREN VERGARA  |  MONDAY, 16 OCT 2017
Advisers' workload has somewhat increased since the superannuation changes took effect on July 1, Financial Standard's weekly poll reveals. Forty-four per cent of advisers are carrying a heavier workload, while one-in-five (19%) are still grappling ...