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Showing 4931 - 4940 of 9821 results for "Advisers"

Lonsec adds AB fund to portfolios

JAMIE WILLIAMSON  |  WEDNESDAY, 30 NOV 2016
... portfolios. Its addition to the Lonsec model will greatly assist in raising awareness of its potential benefits among advisers and investors." Established in March 2014, to date the fund has delivered total returns of 12.05% per year; an annualised outperformance ...

JCB fund added to Macquarie Wrap

JAMIE WILLIAMSON  |  WEDNESDAY, 30 NOV 2016
... specialist government bond manager continues to grow as heightened bank-related portfolio exposures continue to worry advisers and asset allocators. These can include corporate credit, bank hybrids, negatively geared property, term deposits and Australian ...

RARE appoints new state manager

JAMIE WILLIAMSON  |  WEDNESDAY, 30 NOV 2016
... relationships. His hire supports our Australian retail strategy and will enable RARE to provide a greater level of support to advisers in both Queensland and Western Australia," Bushby said.

Life insurance commissions bill passes lower house

ALEX BURKE  |  WEDNESDAY, 30 NOV 2016
Significant changes to life insurance commissions for advisers from 2018 are almost a reality following The Corporations Amendment (Life Insurance Remuneration Arrangements) Bill 2016 passing in the House of Representatives. Should the legislation also ...

New GM for Meritum

KERRIE SYDEE  |  WEDNESDAY, 30 NOV 2016
... Partnership and has held roles with Centrepoint Alliance and Suncorp Life. Meritum Financial Group has more than 100 advisers across Australia, providing personalised financial planning and wealth advice to clients. Poole will start his new role on 1 ...

Stockbrokers Association opens doors to advisers

KERRIE SYDEE  |  TUESDAY, 29 NOV 2016
The Stockbrokers Association of Australia will change its name to the Stockbrokers and Financial Advisers Association (SAFA) in anticipation of the finalisation of the professional standards legislation. In a statement the association said the new name ...

CBA, Westpac put spotlight on financial exclusion

KERRIE SYDEE  |  MONDAY, 28 NOV 2016
... with customers experiencing domestic violence through the development of appropriate training Train CommBank financial advisers on financial issues that impact women Support staff who are themselves experiencing violence Pay superannuation guarantee ...

FinaMetrica partners for risk profiling

KERRIE SYDEE  |  MONDAY, 28 NOV 2016
... asset allocation tools. FinaMetrica's risk profiling process scientifically assesses a client's risk tolerance to help advisers deliver suitable investment advice and encourage clients to achieve their financial goals. The risk tolerance methodology ...

Evergreen makes senior hires

KERRIE SYDEE  |  MONDAY, 28 NOV 2016
... the needs of its clients to the highest level." Established in early 2016, Evergreen Consultants works with financial advisers to help build better investment portfolios for their clients by designing bespoke portfolios that will meet each client's individual ...

Long way to go on professional standards: FPA

JAMIE WILLIAMSON  |  MONDAY, 28 NOV 2016
... the implantation of proposed changes, as outlined in the Corporations Amendment (Professional Standards of Financial Advisers) Bill 2016 introduced to parliament last week. "It's great that we have the degree requirement, but we still need to establish ...