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Showing 4881 - 4890 of 9821 results for "Advisers"

Morningstar appoints research analyst

EMMA RAPAPORT  |  TUESDAY, 17 JAN 2017
... Sarah Fox. Fox will have broad responsibility across all sectors of Morningstar, including helping investors, financial advisers, asset managers, and retirement plan providers identify investment products. "We're very pleased to welcome Sarah to ...

Swell in advisers seeking higher education

JAMIE WILLIAMSON  |  TUESDAY, 17 JAN 2017
As the buzz around professional standards continues into 2017, financial advisers are increasingly cognisant of higher education being conducive to future success. According to Kaplan, enrolments into its Master of Financial Planning program's first ...

NAB appoints research veteran to head retirement arm

ALEX BURKE  |  FRIDAY, 13 JAN 2017
... national manager retirement at Colonial First State, where he produced retirement-centric research materials to assist advisers in producing goals-based portfolios for retirees. Before that, he held the role of head of wealth management, Australia and ...

AFA returning to its roots

JAMIE WILLIAMSON  |  THURSDAY, 12 JAN 2017
Coinciding with its 70th anniversary, the Association of Financial Advisers launched an initiative to encourage member engagement at the grassroots level. New president Marc Bineham told Financial Standard the association has learned a lot of lessons ...

FPA educating future planning generation

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2017
... be resting on its laurels. "We can't increase the number of Australians getting financial advice if we don't have more advisers. We're going to lose members through natural attrition and also the professional standards and LIF legislations, so growth ...

Super changes spark engagement

DARREN SNYDER  |  TUESDAY, 10 JAN 2017
The Federal Government's rollout of the biggest changes to superannuation in more than a decade is seeing financial advisers and investors pay increased attention to portfolio management. At the investor end of the spectrum, Colonial First State is ...

Legg Mason launches new bond fund

JAMIE WILLIAMSON  |  TUESDAY, 10 JAN 2017
... long term investment goals." "Currently, there are very few 'true to label' global bond options available for financial advisers. Western Asset has a deeply resourced investment team and proven track record of outperformance in global bonds and I consider ...

Make 2017 a big year for financial advice

MICHELLE BALTAZAR  |  MONDAY, 9 JAN 2017
... of private client group at US-based wealth manager OppenheimerFunds wrote an article late last month on how financial advisers should ring in the New Year. While the article was for US-based advisers, the recommendations are just as relevant for local ...

Aussie advice firm sold to US risk manager

DARREN SNYDER  |  THURSDAY, 5 JAN 2017
... standards will be a wonderful addition to our employee benefits consulting operations." In 2014 the Association of Financial Advisers (AFA) named Complete Financial Balance as the inaugural Practice of the Year. Campbell received the AFA Adviser of the ...

Advisers must be tribal: Stackpool

JAMIE WILLIAMSON  |  THURSDAY, 5 JAN 2017
Australia is facing a rising financial epidemic and advisers must do more to help combat it. Certainty Advice Group managing director and founder Jim Stackpool believes Australians are suffering with growing insecurities around their finances and advisers ...