Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 4971 - 4980 of 9821 results for "Advisers"

Monash fund receives Lonsec rating

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2016
... Australian equities strategy, particularly with the current rising demand for such capabilities. "We continue to see advisers looking for funds that can support their objective-based advice processes, whilst also providing a satellite option for advisers ...

How advisers are managing US election concerns

MICHELLE BALTAZAR  |  THURSDAY, 10 NOV 2016
Investment updates, meetings and phone calls will be the order of the day for financial advisers as their clients worry about what the US election-driven market turbulence means to them. Fitzpatricks Private Wealth senior financial adviser Leonard Gennusa ...

Trump bigger than Brexit

ALEX BURKE, DARREN SNYDER  |  THURSDAY, 10 NOV 2016
... back up to 2% in the US." More Financial Standard US Election coverage: Markets fear Trump effect on global trade How advisers are managing US election concerns The president is a Trump

Infocus celebrates success

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
... Mackay were awarded the Excellence in Professional Standards (more than two years with the AFSL) award. The best new advisers to the group were recognised by the Rising Star Award, won by Patron's Daniel Corbett from Full Financial Advice/King of the ...

Vanguard execs head to US

JAMIE WILLIAMSON  |  WEDNESDAY, 9 NOV 2016
... valuable addition to the Australian executive team as we continue to build out our offering for Australian investors and advisers," Kelton said. Vanguard Australia is looking to recruit a new chief financial officer in the coming months. The Australian ...

Advisers to foot $24m bill

KERRIE SYDEE  |  TUESDAY, 8 NOV 2016
... personal advice on Tier 1 products to retail clients, ASIC has suggested they are charged a levy based on the number of advisers registered on the Financial Advisers Register (FAR). Under the proposal licensees would pay $960 per number of advisers listed ...

ANZ improves OneCare for advisers

KERRIE SYDEE  |  TUESDAY, 8 NOV 2016
ANZ is enhancing its life insurance cover OneCare as part of the bank's "strengthened commitment" to financial advisers. OneCare will offer adviser and client improvements through three key updates including greater funding flexibility, improved client ...

Suncorp partners for first annuity product

ALEX BURKE  |  MONDAY, 7 NOV 2016
... launch its first annuity product. The annuity product carries the Suncorp brand and will be distributed through Suncorp advisers. Suncorp chief executive Michael Cameron explained: "By offering a Suncorp-branded annuity product, we are able to meet more ...

Centrepoint unveils new client interface

KERRIE SYDEE  |  MONDAY, 7 NOV 2016
... technology platform Compass. Compass Online was designed by Centrepoint's advice technology team and in consultation with advisers. It uses technology available through XPlan and has been designed to help advisers deliver a positive client experience ...

Managed accounts boost income by 77%: case study

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
A recent case study from Mason Stevens shows a way financial advisers can use managed accounts to improve a client's retirement income. The case study uses the example of a pre-retiree couple with a combined superannuation balance of $1 million invested ...