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Showing 4451 - 4460 of 9819 results for "Advisers"

Advisers can scale via workplace super clients

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2017
Financial advisers should not dismiss workplace superannuation as a new and potential revenue stream, a new IOOF white paper shows. Being a designated financial adviser through an employer's super plan opens the door to attract more clients and strengthen ...

NAB Financial Planning announces key hires

JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2017
... are highly experienced and well respected leaders. But most importantly, they share NAB FP's determination to provide advisers with the right tools, guidance and support to deliver quality advice to our customers, and they are committed to supporting ...

Life insurers challenged by waning planner loyalty

JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2017
... report's nine-year history, with BT Life and AIA Australia rounding out the top three. "It's exceedingly pleasing that the advisers we deal with have thought it appropriate to recognise us like this. I think it's proof that our product, relationship ...

Managed Accounts Holdings acquires competitor

JAMIE WILLIAMSON  |  TUESDAY, 26 SEP 2017
... 'transformative', the acquisition will create an entity with significant scale and an extensive suite of products for financial advisers, stockbrokers, investment managers and the institutional market. Combined, Linear and MGP administer more than $11 ...

Physical health inspires financial health

JAMIE WILLIAMSON  |  TUESDAY, 26 SEP 2017
Financial advisers looking to attract new business should look to the local golf course with research showing golfers are most likely to seek financial advice. The latest study from AMP reveals golfers (57%) and cricketers (51%) are more inclined to ...

Nothing to fear from robo-advice: Magellan

DARREN SNYDER  |  MONDAY, 25 SEP 2017
Magellan Asset Management chief executive and chief investment officer Hamish Douglass believes financial advisers should not fear robo-advice in an era where artificial intelligence and big data can dominate discussion. Speaking at Magellan's financial ...

Adviser demand drives new CFM strategy

ALEX BURKE  |  MONDAY, 25 SEP 2017
Strong demand from Australian financial advisers drove Capital Fund Management to launch a new diversified strategy, which has already been rated "Recommended" by Lonsec. The CFM IS Trends Trust has been produced exclusively for the Australian market ...

Turning lazy cash into super savings

JAMIE WILLIAMSON  |  MONDAY, 25 SEP 2017
An Australian fintech is giving financial advisers another tool through which to help clients grow their superannuation balances. Much like Acorns, automated micro-savings app Carrott rounds everyday transactions made on credit or debit cards up to ...

More time needed for TBAR transition: SMSFA

JAMIE WILLIAMSON  |  MONDAY, 25 SEP 2017
... unprepared. Quarterly reporting will allow for a smoother transition to event-based reporting as it allows trustees and their advisers more time to ensure that reporting obligations are met after a relevant TBC event has occurred, SMSF Association chief ...

Successful advisers integrate estate planning

KARREN VERGARA  |  FRIDAY, 22 SEP 2017
Successful financial advisers know how to broach estate planning early in the client relationship and take the initiative to involve the next generation in these conversations, a legal expert says. According to Australian Unity national manager of estate ...