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Showing 4751 - 4760 of 9821 results for "Advisers"

Accountants expand robo-advice reach

JAMIE WILLIAMSON  |  TUESDAY, 11 APR 2017
... worry if they're clients are getting sensible investment advice." Brycki was recently named as a member of the Financial Advisers Consultative Committee (FACC), established to complement ASIC's existing engagement with the financial advice industry through ...

Coolabah Capital hires former Energy Super chair

ALEX BURKE  |  TUESDAY, 11 APR 2017
... "Without any active marketing we have secured strong support on the back of our performance from sophisticated financial advisers, family offices, corporate treasuries and super funds, which account for about 80% our FUM," Coolabah co-chief investment ...

CFSGAM grows global fixed income team

KARREN VERGARA  |  TUESDAY, 11 APR 2017
... on behalf of global institutional investors, pension funds, wholesale distributors, investment platforms and financial advisers.

CGT top of adviser minds

KARREN VERGARA  |  TUESDAY, 11 APR 2017
... superannuation, according to the BT Advice Technical team. BT technical consultant Tim Howard said during the March quarter advisers were most keen to identify how CGT relief will be applied to retail super and SMSF clients. This was followed by pre ...

AZ NGA firm procures consultant

JAMIE WILLIAMSON  |  MONDAY, 10 APR 2017
... acquired clients. The acquisition follows in a steady line of transactions for Lifestyle, having purchased Domane Financial Advisers in August 2016 and the corporate client book of Principal Edge Financial Services earlier this year.

Financial advice standards body revealed

JAMIE WILLIAMSON  |  MONDAY, 10 APR 2017
... training requirements, the development and setting of an industry exam, and the creation of a Code of Ethics that all advisers will be required to obey. Featuring a number of well-known financial services personalities, FASEA comprises three financial ...

Philanthropy report offers valuable insights for NFPs: Perpetual

EMMA RAPAPORT  |  FRIDAY, 7 APR 2017
... encourage more giving by normalising philanthropy, emphasising its impacts and making it as simple as possible. Trusted advisers continue to play an important role in educating and connecting clients to philanthropy. "We encourage all Australians to ...

Adviser sentiment turns corner

KARREN VERGARA  |  FRIDAY, 7 APR 2017
... points in February 2017, according to the Risk Adviser Sentiment Index, which was based on a survey of 209 financial advisers. Four out of the five metrics tracked by the study recorded modest improvements compared to two years ago. Advisers were generally ...

SSGA expands active managed funds business

MICHELLE BALTAZAR, JAMIE WILLIAMSON  |  WEDNESDAY, 5 APR 2017
... next chapter of its growth. The world of active equities is tough business. There are many competitors and financial advisers are becoming more savvy on where they get the alpha versus beta returns for clients. Against that backdrop, one active specialist ...

ASIC wins first court action for FoFA breaches

EMMA RAPAPORT  |  WEDNESDAY, 5 APR 2017
... proceedings against NSG in the Federal Court, alleging the company failed to take reasonable steps to ensure that its advisers complied with the best interest obligation when providing advice to clients; and on numerous occasions, did not act in the ...