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Showing 5041 - 5050 of 9821 results for "Advisers"

Erin Truscott named AFA Rising Star

MARK SMITH  |  THURSDAY, 6 OCT 2016
... capital. The AFA Rising Star of the Year Award, which is supported by ANZ Wealth, was launched in 2005 to recognise new advisers who are providing quality advice, who demonstrate a commitment to education and who are making a valuable contribution to ...

Advisers urged to meet challenges together

DARREN SNYDER  |  THURSDAY, 6 OCT 2016
... within the AFA membership, to remind delegates that change and adaption have always been a part of life as financial advisers. Kent drew on the personal example of her own father who ran a successful life insurance business in the 1970s, where, alongside ...

Howard: Bank scrutiny "strange"

KERRIE SYDEE  |  THURSDAY, 6 OCT 2016
... economy. "Banks like everybody else are accountable to the Australian public. Politicians are accountable and financial advisers are accountable but it passes as strange to me that a banking system that carried us through the financial crisis and was ...

Adviser commission reforms pushed back

JAMIE WILLIAMSON  |  WEDNESDAY, 5 OCT 2016
... 1 July 2017 date outlined in draft legislation released in April. Responding to the changes, Association of Financial Advisers chief executive Brad Fox said the new date affords self-employed advisers more time to prepare their businesses for a drop ...

Client needs to drive transitioning businesses

JAMIE WILLIAMSON  |  TUESDAY, 4 OCT 2016
Advisers must understand the needs of their clients in order to identify the best means of achieving business sustainability in light of recent MDA class order revisions, according to Mason Stevens. The managed accounts provider welcomed the reforms ...

Super members should face "better off test"

DARREN SNYDER  |  TUESDAY, 4 OCT 2016
... said. "The figures show direct advice is growing quickly and at the expense of traditional channels including financial advisers. General advice direct from a bank does not need to meet the best interest obligations and it is likely the banks are using ...

MDAs overhauled by new regulations

JAMIE WILLIAMSON  |  FRIDAY, 30 SEP 2016
... describing the updated version of RG179 as easy to read and a "clear and pragmatic response that makes it more likely that advisers will take up MDAs because of the flexibility they allow in the advice process." IMAP also welcomed the regulator deciding ...

Top boutique in first push for new investors

MARK SMITH  |  FRIDAY, 30 SEP 2016
... fund managers in Australia, Ophir Asset Management, is looking to partner with family offices and independent financial advisers in a bid to attract long-term high net worth investors. From inception in August 2012 to the end of August 2016, the firm's ...

Future of advice to be shaped by the customer

KERRIE SYDEE  |  FRIDAY, 30 SEP 2016
... it much more going forward," he said. "We're very much focused on understanding consumers changing needs and helping advisers evolve their businesses to make sure their value proposition is valued by the end client."

Franklin Templeton fund receives ratings upgrade

KERRIE SYDEE  |  FRIDAY, 30 SEP 2016
... record of the underlying strategy. "Importantly, the Fund provides a potential solution for the challenges facing many advisers and their clients today as they seek regular income and positive returns in the global fixed income space." The Franklin Templeton ...