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Showing 4461 - 4470 of 9819 results for "Advisers"

Hiking life premiums is short-term thinking: ANZ Wealth

KARREN VERGARA  |  THURSDAY, 21 SEP 2017
... designing more affordable products that are sustainable for consumers and will create sustainable businesses for financial advisers, according to a new ANZ whitepaper. ANZ Wealth's Life insurance: The case for change report said life insurers are lifting ...

Lazy LIF planning means advice businesses at risk

JAMIE WILLIAMSON  |  THURSDAY, 21 SEP 2017
With four months to go the majority of risk advisers are still not prepared for impending changes to remuneration to be brought by the Life Insurance Framework taking effect in January 2018. A study of 200 risk advisers commissioned by Zurich found ...

Advice industry wasting potential on old models

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2017
Numerous financial advisers are resisting change and not doing enough to increase the value of their practice when the time calls for a successful exit and comfortable retirement. Tynan Connect Financial Service Brokers chief executive Paul Tynan said ...

Finalist feedback on future of advice

JAMIE WILLIAMSON  |  WEDNESDAY, 20 SEP 2017
Implementing new means of engagement with clients and collaborating more with fellow advisers is paramount to changing the public's perception of the financial advice industry. Discussing the key themes of the final day of judging for this year's Rising ...

AMP launches LIF-ready resource

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2017
AMP launched an online Life Insurance Framework (LIF) resource aiming to prepare advisers for the 1 January 2018 legislative changes. The resource hub features video tutorials and a cashflow modeller that assesses the impact different remuneration structures ...

Perpetual wins RE mandate with $620m manager

ALEX BURKE  |  WEDNESDAY, 20 SEP 2017
... Fund, which Ophir recently celebrated for its 21.5% net return per annum since inception two years ago, will be issued to advisers and their clients following strong expressions of interest. Perpetual will act as RE, which Ophir investment director and ...

Inaugural Technical Paper of the Year awarded

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
... to Mason Stevens' investment thinking and capability in managed accounts. "Through this whitepaper, we wanted to show Advisers how they could achieve this via a well thought-out and proven approach to managing and administering investments...The investment ...

Lower returns but higher balances for SMSFs

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
... retirement goals, despite a difficult investment environment and low interest rates. "But for trustees and their specialist advisers, these are challenging times, especially on the investment front. From our perspective, this is why its critical superannuation ...

Record turnout drives Managed Accounts Forum success

KARREN VERGARA  |  MONDAY, 18 SEP 2017
... to this year's Best Practice Forum on Managed Accounts. More than 260 delegates attended the event, including numerous advisers who seized the opportunity to connect with managed accounts providers to gain all the know-how needed to successfully implement ...

Managed accounts demand dominates platform market

KARREN VERGARA  |  SUNDAY, 17 SEP 2017
... - three times faster than any other segment of the platform market - will fundamentally change the role of financial advisers, latest Rainmaker research shows. Rainmaker Group director of research Alex Dunnin, who presented the findings at today's Financial ...