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Showing 4691 - 4700 of 9821 results for "Advisers"

CommInsure upgrades underwriting offer

KARREN VERGARA  |  MONDAY, 15 MAY 2017
CommInsure is improving its underwriting offer for financial advisers by launching a new service and updating its existing rules. Advisers will now have the option to request a dedicated telephone-interviewing team to collect information from customers ...

Netwealth adds multi-asset and equity solutions

JAMIE WILLIAMSON  |  MONDAY, 15 MAY 2017
... models. It's fantastic that another successful licensee continues to embrace the many benefits of managed accounts for both advisers and their clients," Heine said. Also commenting on the deal, Futuro managing director Paul Kelly said: "We're excited ...

Private wealth specialist appoints chief executive

ALEX BURKE  |  THURSDAY, 11 MAY 2017
... Magnitude," Stevenson added. Sterling operates three offices in Melbourne, Brisbane and the Gold Coast, employs nine advisers and 25 support staff and has more than $800 million in funds under advice.

Advice associations respond to Federal Budget

JAMIE WILLIAMSON  |  WEDNESDAY, 10 MAY 2017
... soon, versus those where the potential impact is very significant," De Gori advised. Meanwhile, Association of Financial Advisers' chief executive Philip Kewin said the measures highlight the need for more Australians to receive financial advice. "We ...

New data feeds will save advisers time: ANZ

EMMA RAPAPORT  |  WEDNESDAY, 10 MAY 2017
... pre-populate OneCare's Illustrator software with quote information taken directly from XPLAN, eliminating the need for advisers to re-enter client and quote details. ANZ Wealth also confirmed it will introduce data feeds of OneCare client and policy ...

Budget undermining super: Labor

KARREN VERGARA  |  WEDNESDAY, 10 MAY 2017
... it "will be looking at very closely." The one-stop shop for complaints "will do nothing" to stop banks and financial advisers ripping off thousands of customers, Labor noted. It will however, support the major banks levy despite disagreeing with the ...

What the 2017 Budget means for you

DARREN SNYDER  |  TUESDAY, 9 MAY 2017
... impacted by the 2017 Federal Budget, a document that's received mixed reviews and needs caution in its digestion. Financial advisers will face several challenges as they attempt to navigate clients through Treasurer Scott Morrison's housing affordability ...

Downsizing measures present advice opportunities

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2017
... technical services Andrew Lowe said the ability to make additional contributions will be greeted with immense support from advisers. "Recent retirees, retirees and even long-standing retirees will benefit from this measure. We are really pleased to see ...

Asia-Pacific needs more retirement income specialists: Milliman

EMMA RAPAPORT  |  TUESDAY, 9 MAY 2017
... traction in the superannuation industry in Australia, and we expect the same to occur in Asia in the near future." If advisers are to break into the market, Milliman said consumers saw the need for improvement across the sector, with increased transparency ...

Total Financial Solutions chief appointed

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2017
... Andrew's leadership will help TFSA to continue evolving its professional, ethical support and guidance to TFSA licensed advisers," Rantall said.