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Showing 5081 - 5090 of 9821 results for "Advisers"

Global SMAs get Lonsec approval

JAMIE WILLIAMSON  |  THURSDAY, 15 SEP 2016
... capabilities." "We are delighted to launch our global capability via the SMA structure, as it offers our clients and their advisers unprecedented transparency over a high conviction, low turnover portfolio, as well as having their own individual cost ...

Optimo launches free robo strategy platform

KERRIE SYDEE  |  WEDNESDAY, 14 SEP 2016
... updated and launched the public beta version of Optimo Pathfinder Online, which for the first time will allow financial advisers to provide clients with holistic advice in minutes. Unlike other robo platforms that focus on asset allocation, Optimo Pathfinder ...

AFA Adviser of the Year finalists announced

ALEX BURKE  |  WEDNESDAY, 14 SEP 2016
The Association of Financial Advisers and Zurich have announced the finalists for AFA Adviser and Practice of the Year, and the Female Excellence in Advice Award. The potential advisers of the year are Darren Johns from Align Financial, Jason Peterson ...

Rethinking risk through goals-based investing

ALEX BURKE  |  TUESDAY, 13 SEP 2016
... and for someone exiting the accumulation phase, this is a dangerous situation to be in. In an attempt to address this, advisers, product providers and licensees are turning to "goals-based investing" - also known as "objectives-based investing". Like ...

Experts give insights at 2016 Managed Accounts Forum

JAMIE WILLIAMSON  |  SUNDAY, 11 SEP 2016
... experts. The forum kicked off with the release of results from the 2016 Financial Standard Managed Accounts for Financial Advisers Survey, delivered by Rainmaker Group's executive director, research and compliance Alex Dunnin. From there, Beulah Capital's ...

Advisers and aged care homes should forge relationships: BUPA

MARK SMITH  |  FRIDAY, 9 SEP 2016
... occurring in the midst of the important decision to admit a family member into permanent managed aged care," she said. "Advisers can provide accurate information about the types of service, as well as the cost." The aged care sector is seeing sweeping ...

New fund tapping into Indian equities

JAMIE WILLIAMSON  |  FRIDAY, 9 SEP 2016
... and that the new fund was structured to draw on some of the country's most successful and most experienced investment advisers. "India's equities market favours active management more than most because it is a very inefficient market. Bringing together ...

Class integrates with startup to help advisers

JAMIE WILLIAMSON  |  FRIDAY, 9 SEP 2016
Class has partnered with an online platform and mobile app aimed at assisting advisers in making better informed decisions. The platform, Simply Wall St, analyses over 15,000 individual stocks in Australia, the US and UK and also examines investment ...

Infocus sets sights on culture

KERRIE SYDEE  |  FRIDAY, 9 SEP 2016
... of quality advice. The on-going masterclass titled 'Building a High Performing Advice Business' has seen more than 100 advisers licensed through the Infocus and Patron AFSL attend and was developed in response to adviser demand from within and outside ...

A former PM, a Harvard professor and an adventurer to headline AFA conference

KERRIE SYDEE  |  FRIDAY, 9 SEP 2016
The Association of Financial Advisers has revealed its seven plenary keynote speakers, with just 26 days until the National Adviser Conference kicks off. Headlining the conference is former Prime Minister John Howard, who will outline his vision for ...