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Showing 4471 - 4480 of 9819 results for "Advisers"

Why managed accounts need a 'no exceptions policy'

KARREN VERGARA  |  FRIDAY, 15 SEP 2017
... financial planning and accounting firm. Praescius Financial Group founder and managing director Gareth Jakeman urged advisers thinking about moving to a managed accounts solution to have "a very clear idea about the conversation you're going to have ...

Centrepoint expands virtual offering

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2017
Financial advisers licensed by Centrepoint Alliance can now access estate planning documentation and advice following a partnership with a legal documentation company. Joining forces with Topdocs, Centrepoint has enabled advisers to access to trust ...

ASIC toughens MDA suitability rules

KARREN VERGARA  |  THURSDAY, 14 SEP 2017
Platform providers and financial advisers offering a managed discretionary account (MDA) service should be mindful of the regulator cracking down on new suitability review requirements, a legal expert warns. Presenting at today's Financial Standard ...

EXCLUSIVE: BTFG and Morningstar announce adviser and research partnership

DARREN SNYDER  |  THURSDAY, 14 SEP 2017
... (APL) management and reporting needs. Additionally Morningstar will provide and host a bespoke web portal for financial advisers, based on the existing Adviser Research Centre platform, which brings together BT's own research output alongside manager ...

Netwealth and Zenith enter partnership

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
... Wright said he has seen a "rapid rise of interest in managed account portfolio solutions" and particular demand from advisers. Netwealth joint managing director Matt Heine said: "Whilst our recent focus has certainly been geared towards the very strong ...

Managed accounts add brilliant value for dealer group

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
... sophisticated clients with an SMSF or have more than $500,000 to invest. The group runs a portfolio construction tool that allows advisers to build individual portfolios for clients based on their goals, risk profile and liquidity requirements using ...

TAL equips advisers with cancer education

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
TAL is helping financial advisers to support cancer patients and better understand their conditions with the launch of an education course. TAL's continuous education arm, Risk Academy, will run the on-demand webinar course aiming to equip advisers ...

DomaCom and ASIC reach agreement on retirement products

JAMIE WILLIAMSON  |  WEDNESDAY, 13 SEP 2017
Financial advisers now have an additional solution for managing the cash flow needs of older clients, using their homes to develop and implement strategies for retirement. Fractional property investor DomaCom has received relief from ASIC to enable ...

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
Australia's best financial advisers and advice businesses have been recognised as the Association of Financial Advisers and Zurich announced the finalists for the 2017 AFA Adviser and Practice of the Year awards. The AFA Adviser of the Year Award, now ...

PM Capital appoints sales director

ALEX BURKE  |  MONDAY, 11 SEP 2017
... Queensland market. His appointment highlights the importance PM Capital places on assisting Queensland-based financial advisers and investors," PM Capital chief executive Ben Skilbeck said. "The appointment follows Rebecca Morgan joining PM Capital as ...