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Showing 4571 - 4580 of 9819 results for "Advisers"

Retirement income innovation severely lacking

EMMA RAPAPORT  |  TUESDAY, 25 JUL 2017
Producers of retirement-oriented investment solutions are failing to equip advisers with the means required to effectively manage the risks they face when trying to achieve client objectives, according to PIMCO. Analysis by a PIMCO-Allianz Australian ...

Financial services not immune to public inquiry

KARREN VERGARA  |  TUESDAY, 25 JUL 2017
... their finances and are placing greater faith in their own abilities than in that of professionals. This is pertinent for advisers because, as baby boomers retire and the ratio of workers-to-retirees shifts, demand for retirement solutions will rapidly ...

Responsible AUM strengthens

KARREN VERGARA  |  TUESDAY, 25 JUL 2017
... investments and savings to align with their values, he added. RIAA canvassed some 104 asset managers, super funds, financial advisers, banks and investment managers with the help of KPMG conducting the research.

Retirement income fund launches

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
... such an exciting investment manager partner. In addition, we believe there is enormous demand from investors and their advisers for a holistic equity income fund that meets the triple of objectives of more income, less risk and greater returns," he said. ...

Surge in adviser demand for managed accounts: Research

KARREN VERGARA  |  MONDAY, 24 JUL 2017
The number of advisers allocating clients' new money or inflows to managed accounts have almost trebled in the last four years, joint research from NAB and Investment Trends shows. This figure has jumped "very substantially" from 10% in 2013 to 26% ...

Atlantic Pacific Securities rebrands for wealth focus

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
Diversified funds management and financial advice firm Atlantic Pacific Securities is rebranding to ASR Wealth Advisers. The rebranding from APSEC to ASR Wealth Advisers (ASRW) aims to better align with the Australian Stock Report brand which is also ...

Investment managers turning to hungry retail market

ALEX BURKE  |  MONDAY, 24 JUL 2017
... manager which appointed Equity Trustees as responsible entity for the retail versions of its two wholesale funds in March. Advisers and retail investors will now have access to the CI Global Equities Fund and CI Global Equities Fund (unhedged) through ...

Advice group inks deal with $7bn super fund

ALEX BURKE  |  FRIDAY, 21 JUL 2017
... Johnston said his association's referral model is oriented around independently assessing an industry fund "to ensure our advisers can recommend members stay in the fund." After this, the adviser works on a fee-for-service basis "with the objective of ...

FOFA breach sees former adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
... subsidiary Magnitude Group from May 2015 to December 2015, prior to which he represented the now-defunct Genesys Wealth Advisers and the Commonwealth Bank's Financial Wisdom network. ASIC decided Atkins failed to act in the best interests of the clients ...

Morningstar partners to drive adviser ESG education

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
Morningstar is working with a global financial services industry body to better prepare financial advisers for incorporating sustainable investing into advice practices. Collaborating with the US-based Money Management Institute, the program focuses ...