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Showing 4561 - 4570 of 9820 results for "Advisers"

ETFs set to continue dominance

JAMIE WILLIAMSON  |  WEDNESDAY, 2 AUG 2017
Nearly one third of Australia's financial advisers will increase their use of exchange traded funds in client portfolios over the next 12 months. This is a key finding from a recent Rainmaker adviser survey which showed that while 35% of advisers are ...

Advice business offers enforceable undertaking

JAMIE WILLIAMSON  |  TUESDAY, 1 AUG 2017
Financial Index Australia entered into an enforceable undertaking with ASIC after an investigation found advisers had moved clients into more expensive, FIA-branded products without reason. ASIC identified a number of issues within FIA's financial advice ...

Fortnum subsidiary flags aggressive growth plan

ALEX BURKE  |  TUESDAY, 1 AUG 2017
... important to have one eye on today and one eye on tomorrow to stay relevant as a licensee. Attracting young, quality advisers like Sam is an important part of building the future at Fortnum," Taylor said. This news follows on from Fortnum announcing ...

SMSF auditors merge

EMMA RAPAPORT  |  TUESDAY, 1 AUG 2017
... intention to merge. ASF Audits, an Adelaide-based SMSF Auditor with more than 20 years' experience working with financial advisers, will merge with Super Auditors - a Newcastle based SMSF auditor led by director Shelley Banton. "We are delighted to welcome ...

SQM rolls out low-cost adviser platform

ALEX BURKE  |  MONDAY, 31 JUL 2017
SQM Research is launching a comprehensive investment information platform for financial advisers, the first of its kind in Australia to include residential real estate risk profiling. Available to advisers for subscriptions starting at $3000, the platform ...

Remembering Gerry Porter

JAMIE WILLIAMSON  |  MONDAY, 31 JUL 2017
The financial advice industry is mourning the loss of the man behind the Association of Financial Advisers' Genxt initiative. Former AFA board member and Queensland state director Gerry Porter, who passed away over the weekend, is being remembered as ...

DomaCom to ease issue of retirement funding

JAMIE WILLIAMSON  |  FRIDAY, 28 JUL 2017
... retirement is in excess of $500 billion; DomaCom said the product is aimed at the growing baby boomer market and would allow advisers to include property in multi-generational wealth planning. The product is subject to ASIC approvals but is expected ...

RARE expands to meet growing demand

EMMA RAPAPORT  |  THURSDAY, 27 JUL 2017
... retail Steve Williams welcomed Pang to the team, adding: "We are seeing significant funds flow into the asset class as advisers and investors embrace the attractive risk return characteristics infrastructure brings to portfolio construction." "We are ...

No age limit on great advice

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2017
ANZ Wealth is encouraging financial advisers of all ages to apply for the AFA Rising Star Award, saying there is a misbelief that it only seeks to recognise young advisers. Speaking to Financial Standard, ANZ Wealth head of sales Don Sillar said there ...

Former Wallabies captain joins Stockspot

JAMIE WILLIAMSON  |  WEDNESDAY, 26 JUL 2017
... former Australian Wallabies captain will lead Stockspot's new partnership strategy on a consultative basis, with financial advisers and accountants firmly in his sights. Stirling Mortlock, who led the Australian national rugby union side from 2006 to ...