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Showing 4901 - 4910 of 9821 results for "Advisers"

SMSF satisfaction belies uncertainty

ALEX BURKE  |  FRIDAY, 16 DEC 2016
... retirement savings strategies. "Also pleasing to see is the number of respondents having formal agreements with financial advisers (42%) and accountants (30%) in the management of their fund. This was not just limited to higher value funds, with 30% ...

Industry fund seeks volatility overlay mandate

DARREN SNYDER  |  FRIDAY, 16 DEC 2016
... fund and institutional mandates for equity risk mitigation. Aside from the institutional attention, Ho said financial advisers and other investors should be keenly searching for strategies that provide suitable protection around market volatility. "It's ...

Centrepoint driving adviser efficiencies

DARREN SNYDER  |  FRIDAY, 16 DEC 2016
Centrepoint will launch a range of back office solutions to its advisers in the New Year. The package will include para-planning, para-lending, life insurance health screening and varied administrative support options, including outsourcing particular ...

ASIC bans Sydney adviser

JAMIE WILLIAMSON  |  FRIDAY, 16 DEC 2016
... investors lost their invested funds entirely. ASIC deputy chairman Peter Kell said: "ASIC will take action against financial advisers who mislead their clients. We will investigate and take action of such conduct to ensure that consumers have confidence ...

Non-aligned advisers gifted growth opportunity

JAMIE WILLIAMSON  |  THURSDAY, 15 DEC 2016
Opportunities for non-aligned financial advisers to provide quality advice are growing as the industry's historically bad behaviour continues to repeat itself. That is the view of the 2016 AFA Practice of the Year Award winner Sam Henderson. Speaking ...

RI Advice launches retirement planning toolkit

ALEX BURKE  |  THURSDAY, 15 DEC 2016
Addressing the needs of specialist retirement advisers, RI Advice conducted independent research to build its new retirement planning toolkit. The toolkit comprises insights from said research, client video case studies, direct mail templates and social ...

Zenith rates CFM diversified alternative beta fund

ALEX BURKE  |  THURSDAY, 15 DEC 2016
... far greater liquidity," CFM Asia-Pacific head Steve Shepherd said. "These attributes have been recognised by financial advisers looking for true-to-label alternative solutions that aim to have zero correlation to equity and bond markets, whilst aiming ...

Managed accounts and goals based advice prompts name change

JAMIE WILLIAMSON  |  THURSDAY, 15 DEC 2016
The rise of managed accounts and goals based advice will see the Association of Real Return Investment Advisers (ARRIA) begin 2017 with a rebrand. Now known as the Association of Goals Based Advice (AGBA), the name change is representative of advisers ...

Advice practices pass health check

DARREN SNYDER  |  WEDNESDAY, 14 DEC 2016
... survey ratings from the 184 advice practices, Zurich says the research is consistent with previous studies in to the ways advisers were positioning themselves for market disruption. Client retention and acquisition are front of mind, along with a forensic ...

New CEO for Kinetic Super

ALEX BURKE  |  TUESDAY, 13 DEC 2016
... corporate services, MLC's general manager, retirement solutions and general manager, retirement strategy at JANA Investment Advisers. He has also held senior roles at AXA, including head of structured solutions and head of superannuation and retirement ...