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Showing 4711 - 4720 of 9821 results for "Advisers"

AFA recruits for professionalism

JAMIE WILLIAMSON  |  THURSDAY, 4 MAY 2017
A new appointment at the Association of Financial Advisers will help ready its membership for new professional requirements to be set by the Financial Adviser Standards and Ethics Authority. Linda Vogel joined the association as general counsel, professionalism. ...

Face-to-face advice rises at UniSuper

EMMA RAPAPORT  |  WEDNESDAY, 3 MAY 2017
... superannuation fund for the higher education and research sector, says despite the rapid growth of robo-advice, meeting financial advisers face-to-face continues to grow as the preferred approach among its members. The fund said more than half of initial ...

Pengana hires Morningstar manager ahead of merger vote

ALEX BURKE  |  WEDNESDAY, 3 MAY 2017
... in that role, having previously been a director at 2Integrity. Callaghan was also strategy consultant at Zest Wealth Advisers, manager at Fordham Investment Management, a consultant at SMS Management & Technology and a business consultant at Ultradata. ...

Shaw and Partners appoints CIO

KARREN VERGARA  |  TUESDAY, 2 MAY 2017
... the company. Evans commented the firm is at a point where its investment offering is now significantly broader and its advisers are providing more comprehensive advice to clients. In the past two years, 46 advisers have joined the non-aligned company. ...

AUSTRAC launches tool to help advisers fight terrorism

ALEX BURKE  |  TUESDAY, 2 MAY 2017
Financial intelligence agency AUSTRAC is releasing a guide to help financial advisers combat serious financial crimes, including financing for terrorism. The guide follows on from the report AUSTRAC released in December last year which determined there ...

Sunsuper puts adviser trust front and centre

EMMA RAPAPORT  |  TUESDAY, 2 MAY 2017
... an exclusive adviser workshop in Brisbane, Sunsuper's head of advice and retail distribution Anne Fuchs told financial advisers that maintaining a client's trust will be one of the most important commodities going forward in a post-FoFA, Life Insurance ...

The romantic side of life insurance

JAMIE WILLIAMSON  |  TUESDAY, 2 MAY 2017
A recent advertising campaign from ANZ may have assisted financial advisers in making a dent in Australia's burgeoning underinsurance problem. Recently promoting its life insurance offering as 'love insurance', ANZ flipped the traditional insurance ...

AIA launches flexible premium structure

KARREN VERGARA  |  MONDAY, 1 MAY 2017
... Australia launched a new product feature that will help clients curb costly stepped premium increases for up to 15 years. Advisers will have greater flexibility in matching premium terms to their clients' needs, with the option to choose a more appropriate ...

Advice practices need succession plan: Research

DARREN SNYDER  |  MONDAY, 1 MAY 2017
... expand their solutions suite in the next 12 to 24 months. Bertino said although this bullish outlook was testament to advisers' and practice owners' resilience, there must be caution because "most of them don't have solid plans on how they're going to ...

Orbis launches fund for retail investors

EMMA RAPAPORT  |  FRIDAY, 28 APR 2017
... available to Australian wholesale investors such as super funds since 2005, will be made available to Australian financial advisers and retail investors via a distribution deal with sister company Allan Gray. Typically the fund will invest in undervalued ...