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Showing 4651 - 4660 of 9821 results for "Advisers"

Advisers must prepare for the next generation of clients

EMMA RAPAPORT  |  WEDNESDAY, 7 JUN 2017
Financial advisers who take the initiative to understand new financial products favoured by millennials will be the first in line to secure the next generation of clients, according to former XY adviser and author Clayton Daniel. Speaking to Financial ...

XTB appoints new CIO

ALEX BURKE  |  WEDNESDAY, 7 JUN 2017
... portfolios seek to optimise defined-outcomes for end-clients and are resonating strongly across the market." Martin added: "Advisers and their clients continue to recognise the importance of fixed income in a well-balanced portfolio and I am looking ...

BTFG working to improve culture, ethics

JAMIE WILLIAMSON  |  WEDNESDAY, 7 JUN 2017
Five hundred BT Financial Group staff, including advisers and senior leaders, are being put through an ethics course aimed at formalising ethical awareness. The Ethics Centre's 19-hour Ethical Professional Program aims to help participants provide better ...

Review life insurance ahead of super reforms: BT

KARREN VERGARA  |  TUESDAY, 6 JUN 2017
With the end of financial year and 1 July superannuation reforms fast approaching, advisers shouldn't overlook the value of life insurance arrangements inside superannuation. Keeping in mind concessional and non-concessional contribution limits are ...

ASIC launches LIF instrument

KARREN VERGARA  |  TUESDAY, 6 JUN 2017
ASIC launched a new instrument cementing the maximum amount of fees and ongoing commissions advisers can charge on life insurance products as part of industry-wide reforms. The Life Insurance Commissions Instrument will cap advisers' commissions and ...

AMP improves life insurance offering

KARREN VERGARA  |  TUESDAY, 6 JUN 2017
Newly-launched improvements to AMP's life insurance offering are aiming to give advisers and customers greater flexibility and choice. To ensure customers' cover stays contemporary, AMP director of insurance proposition Greg Johnson said options can ...

Advisers look to increase fees: Spot poll

DARREN SNYDER  |  MONDAY, 5 JUN 2017
Forty-five per cent of financial advisers are considering increasing client fees in the next financial year according to the latest Financial Standard weekly readership survey. The online poll published on the Financial Standard website last week asked ...

Wealth management platform adds executive

KARREN VERGARA  |  MONDAY, 5 JUN 2017
... to help planners engage with their clients and prospective clients. This is achieved by giving individuals and their advisers a real-time understanding of their financial position, InvestmentLink chief technology officer Wayne Robinson said. InvestmentLink ...

Former Garvan adviser banned for $2.4m theft

JAMIE WILLIAMSON  |  MONDAY, 5 JUN 2017
... decision, saying an internal investigation was initiated as soon as concerns around Mitchell's conduct were raised. "Advisers must do the right thing by their customers at all times, but this was not the case for Mr Mitchell," Garvan general manager ...

Last chance to have your say: Financial Standard weekly spot poll

DARREN SNYDER  |  FRIDAY, 2 JUN 2017
A little more than one in 10 financial advisers will be reviewing client fee structures in the next financial year according to the latest Financial Standard weekly readership survey. This week the publication asked "If you are a financial adviser ...