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Showing 4761 - 4770 of 9821 results for "Advisers"

Mobile education drives advice professionalism

JAMIE WILLIAMSON  |  WEDNESDAY, 5 APR 2017
Financial advisers looking to increase their level of education in the face of the professional standards legislation can now do so through a joint venture between knowITdigital and vocational education provider Monarch Institute. Users of knowITdigital's ...

Need for SMSF specialists growing

JAMIE WILLIAMSON  |  TUESDAY, 4 APR 2017
Financial advisers must adapt self-managed superannuation offerings if they wish to keep up with the new generation of SMSF investors, as the latest insight from Commonwealth Bank and the SMSF Association demonstrates an increased need for SMSF specialists. ...

Aussie investors push tobacco exclusions

DARREN SNYDER  |  MONDAY, 3 APR 2017
... technology that is now finally kicking this angle," he said. "Whether it's different quantitative strategies or robo-advisers or other metrics, it's a natural cleansing process. It's great ground-shaking turmoil but it's totally expected." He adds funds ...

Industry model costing good advisers

KARREN VERGARA  |  MONDAY, 3 APR 2017
The proposed industry funding model to help ASIC regulate poor advisers is at the cost of those behaving professionally and ethically, according to the Association of Financial Advisers. The ASIC Supervisory Cost Recovery Levy Bill, which details an ...

Advice dealer group expands network

KARREN VERGARA  |  MONDAY, 3 APR 2017
... network opportunity to work with other Elders business units. Beaven said it's pleasing to see Elders being recognised by advisers as a differentiated dealer group with the right structures in place to make a real difference to their business. Elders ...

AMP reshapes advice businesses, appoints MD

ALEX BURKE  |  FRIDAY, 31 MAR 2017
... Akers will oversee the new channel strategy and services team, which AMP said will "focus on simplifying processes for advisers while driving innovation." AMP group executive advice and New Zealand Jack Regain explained the changes, saying: "We are proud ...

Global SMA rated superior

JAMIE WILLIAMSON  |  FRIDAY, 31 MAR 2017
... of Mason Stevens which exclusively provides the solution via its platform, said the SMA has been very well received by advisers. "They recognise that their clients are under exposed to international markets - they are looking to get exposure to global ...

Perennial Value launches microcap strategy

EMMA RAPAPORT  |  THURSDAY, 30 MAR 2017
... 20% in cash. Portfolio manager Andrew Smith said the product was created following discussions with investors and their advisers, in which they expressed interest in accessing Perennial's experience to invest in microcap opportunities. "These investors ...

Advisers urged to prepare clients for super shift

KARREN VERGARA  |  THURSDAY, 30 MAR 2017
... business advisory expert warns. Fordham Group partner Michael Doughty said super funds which don't have financial and tax advisers working in conjunction with them to be compliant-ready during this "urgent" pre-commencement period will face a difficult ...

Charter Hall fund debuts on multiple platforms

KARREN VERGARA  |  THURSDAY, 30 MAR 2017
A Charter Hall unlisted property fund is now available to advisers wanting to access direct commercial property opportunities. The Direct Office Fund (DOF) aims to invest in core Australian commercial real estate on long leases with high-quality covenants. ...