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Showing 4531 - 4540 of 9820 results for "Advisers"

Advice demand lags behind SMSF growth

EMMA RAPAPORT  |  MONDAY, 21 AUG 2017
... 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 ...

Managed Accounts Forum survey open

DARREN SNYDER  |  FRIDAY, 18 AUG 2017
... 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 ...

New ethical advice certification will drive consumer trust

JAMIE WILLIAMSON AND DARREN SNYDER  |  FRIDAY, 18 AUG 2017
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 ...

ASX flags imminent blockchain transition

KARREN VERGARA  |  THURSDAY, 17 AUG 2017
... 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 ...

Fidelity hires new director

KARREN VERGARA  |  THURSDAY, 17 AUG 2017
... 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 ...

AFA launches conference program

JAMIE WILLIAMSON  |  WEDNESDAY, 16 AUG 2017
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 ...

Retail managed accounts option gains traction

KARREN VERGARA  |  WEDNESDAY, 16 AUG 2017
... 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 ...

ASIC links previously banned adviser to court proceedings

EMMA RAPAPORT  |  WEDNESDAY, 16 AUG 2017
... 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 names key Aussie hire

EMMA RAPAPORT  |  WEDNESDAY, 16 AUG 2017
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 ...

Retirement fintech makes senior appointment

DARREN SNYDER  |  WEDNESDAY, 16 AUG 2017
... 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 ...