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Showing 4631 - 4640 of 9821 results for "Advisers"

Advisers must seek alternative estate planning options: Austock

EMMA RAPAPORT  |  WEDNESDAY, 21 JUN 2017
Smart estate planning must include alternatives to the will, says Austock Group. In a note to financial advisers, the registered pooled development fund recommends considering an investment bond. The bond provides for an arrangement that is not only ...

Advisers boost ethical investments

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
A niche group of financial advisers have collectively boosted their ethically screened investments to $1.2 billion over the past year. Ethical Advisers' Co-operative (EAC) chair Terry Pinnell said the jump in funds under advice represents a 10% increase ...

Managed funds platform launches

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
... wraps and the unlisted managed funds platform mFund. MA Operator co-founder Shannon Bernasconi said uXchange enables advisers to access local and international managed funds, and it charges transaction-based fees only. "It still offers the benefits of ...

Currency and managing volatility: New Financial Standard spot poll

DARREN SNYDER  |  MONDAY, 19 JUN 2017
... managing volatility in a global equities portfolio?' The poll aims to provide a better understanding on how financial advisers view the impact of currency on overall portfolio returns. The Financial Standard weekly poll is open to all Financial Standard ...

Permanent ban for ex-OnePath adviser

KARREN VERGARA  |  MONDAY, 19 JUN 2017
... fees from his clients' investment platform or financial product owed to RI Advice. Hutchison is the latest among several advisers banned from the financial services industry, according to ASIC deputy chair Peter Kell. It is part of the corporate watchdog's ...

Age Pension changes looming

KARREN VERGARA  |  FRIDAY, 16 JUN 2017
Financial advisers should be mindful of important changes to the Age Pension effective July 1. The qualifying age will progressively increase by six months every two years, and by 1 July 2023, will reach 67-years-old for those born on or after 1 January ...

Robo-advisers expected to meet fiduciary rule

ALEX DUNNIN  |  FRIDAY, 16 JUN 2017
Robo-advisers in the US will be subject to the same fiduciary obligations as regular human advisers, the US Securities and Exchange Commission has said. According to reports the new chairman of the SEC, Jay Clayton, is directing the SEC Division of ...

Old technology costing advice industry

EMMA RAPAPORT  |  THURSDAY, 15 JUN 2017
... dependency in the advice process. YTML co-founder and chief operating officer Piew Yap said this software gap is preventing advisers from taking advantage of the time and cost saving measures which updated and tailored technology solutions can provide. ...

Vale John O'Connell

EMMA RAPAPORT  |  THURSDAY, 15 JUN 2017
... continuing John's legacy with automated and innovative investment advice," the Group said. "To fulfil John's vision to support advisers in efficiently providing investment advice to more Australians, we will be integrating our automated advice offering ...

Greater adoption of tech in new world of advice

JAMIE WILLIAMSON  |  THURSDAY, 15 JUN 2017
Advisers are allocating more of their annual budgets to fund technology solutions, with about three-quarters of advisers planning to spend and invest more in advice and financial planning technologies over the next 12 months. That is a key finding of ...