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Showing 4441 - 4450 of 9819 results for "Advisers"

XPLAN expands adviser training offer

DARREN SNYDER  |  THURSDAY, 5 OCT 2017
... took effect this week, and include a program of structured learning pathways for specific roles such as administrators, advisers, risk-only advisers and practice managers within an advice business. IRESS said these pathways ensure the user is equipped ...

AFA shines spotlight on peer learning

JAMIE WILLIAMSON  |  THURSDAY, 5 OCT 2017
The Association of Financial Advisers is offering private coaching sessions for less experienced advisers at its upcoming National Adviser Conference. The industry body is introducing a Meet the Mentors session at which long-standing AFA members will ...

No longer doing it for the kids

JAMIE WILLIAMSON  |  TUESDAY, 3 OCT 2017
... worried their savings will dry up. Insight gleaned from the survey showed retirees have a clear preference for financial advisers when it comes to managing their finances in retirement, with 59% seeing an adviser. Meanwhile, 14% said an adviser was their ...

Advisers flock to non-insto licensees

ALEX BURKE  |  SUNDAY, 1 OCT 2017
The total number of registered financial advisers increased by 10% in the 12 months to March 2017, and non-institutionally-aligned dealer groups captured more than 70% of this growth, according to Rainmaker research. While institutionally-aligned licensees ...

Former Financial Wisdom adviser banned

EMMA RAPAPORT  |  FRIDAY, 29 SEP 2017
... time Houghton was also a cross-endorsed authorised representative of Commonwealth Financial Planning and Dover Financial Advisers. ASIC deputy chairman Peter Kell said the regulator will continue to take action and remove advisers who engage in serious ...

Advisers face tax registration risk

EMMA RAPAPORT  |  FRIDAY, 29 SEP 2017
About one-fifth of financial advisers are at risk of being unable to legally charge for the tax advice they provide according to the Tax Practitioners Board. Data released by the board yesterday shows that of the 1100 renewal reminder emails sent to ...

Regulatory costs unsustainable: FPA

KARREN VERGARA  |  THURSDAY, 28 SEP 2017
... the Australian financial system, the FPA raised concerns over the ever changing regulatory demands that's forcing some advisers to merge or sell their practices. Depending on the scale of an adviser's business, the cost of complying with the "unsettled ...

Security top of mind for investors seeking advice

JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2017
A sense of security and peace of mind is what Australian investors want most from their financial advisers. A survey conducted by Dimensional Fund Advisors of 18,967 investors across Australia, New Zealand, the US, Canada and Europe shows 35% of investors ...

IOOF subsidiary partners with venerable global non-profit

ALEX BURKE  |  THURSDAY, 28 SEP 2017
... philanthropic institution as Rockefeller Philanthropy Advisors. The strategic alliance will support donors, and their advisers, in designing philanthropic strategies that are comprehensive and effective, through leveraging RPA's global expertise, granting ...

Asset managers must work on unique value

JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2017
Asset managers must better align their product development plans with how financial advisers construct investment portfolios as a result of greater competition in the sector. Research from Cerulli Associates shows 58% of asset managers in the United ...