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| | | ... highs, and yet this is not translating to greater use of financial advice, with trustees citing difficulty in finding advisers who can meet their needs. Research from Investment Trends and Vanguard Australia shows that of the 585,000 SMSFs operating ... |
| | | | ... attendees get a step-by-step 'How-To' guide on using managed accounts based on adviser presentations. Among the financial advisers speaking at the forum are: Rob McGregor - principal adviser, McGregor Wealth Management Tim Townsend - partner and private ... |
| | | | A new certification for the provision of value-based, ethical financial advice is now available to individual advisers delivering advice free from conflict or incentive. Launched by Certainty Advice Group, the certification is applicable to advisers ... |
| | | | ... products to retail clients. "The ability to offer a wider range of funds makes the service more attractive to brokers, advisers and their clients, including those in the growing SMSF sector. The level of funds under management within mFund doubled over ... |
| | | | ... managing director for Australia, Alva Devoy, to expand the firm's wholesale market, as well as work closely with financial advisers, boutique and national dealer groups to maintain a successful track record in this space. Before joining Vanguard, where ... |
| | | | The Association of Financial Advisers has released the final program for its 2017 National Adviser Conference. Carrying on the theme of 'taking advice beyond the horizon', highlights from the program include a panel session entitled 'Digital Solutions ... |
| | | | ... strategies. Jason Holdsworth, also a director at Aleda, said anyone can invest on the platform and does not exclude financial advisers, adding they have set up a program for advisers and accountants to refer clients to the platform. Rather it is targeting ... |
| | | | ... and the Australian Securities and Investments Commission Act 2001, including the best interest obligations financial advisers owe to their clients under the Future of Financial Advice (FoFA) provisions, and other provisions relating to misleading and ... |
| | | | UBS Asset Management Australia is reaching out to aligned and independent financial advisers with a new appointment to its wholesale team. Former Lazard Asset Management national manager of retail Ben Williams joins UBS as head of wholesale, with responsibility ... |
| | | | ... a hybrid digital advice model which will combine sophisticated technology and data algorithms with experienced human advisers and adult education to deliver its services. Retirement Essentials said more than 700 Australians retire every day, many of ... |
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