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Showing 5101 - 5110 of 9821 results for "Advisers"

Super investment poorly communicated

DARREN SNYDER  |  MONDAY, 5 SEP 2016
... Garcia said. "Something needs to be done about the delivery of advice - I prefer the word help - but for call centres and advisers which have to dance around the definitions of advice, whether it is general, intra-fund, limited or comprehensive - at ...

GPS Wealth launches advice solution

KERRIE SYDEE  |  MONDAY, 5 SEP 2016
... group GPS Wealth has launched a limited advice software package for accountants. Following the release of MoneyBowl for Advisers in July, MoneyBowl for Accountants features an automated personal financial management (PFM) tool, debt recycling calculator ...

CFS wins bid to host new SMA solution

JAMIE WILLIAMSON  |  MONDAY, 5 SEP 2016
... CarePlus annuity to its FirstChoice platform, providing greater access to the retirement investment option to financial advisers.

Mark Dunsford attacks FSC over life reforms

JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2016
... similar to what Murray Goulburn has done to dairy farmers." Dunsford also accused Loane of wanting to remove independent advisers in order to "deliver a free kick to the vertically integrated banks." In a statement to Financial Standard, the FSC responded ...

Sentry Group appoints head of wealth solutions

ALEX BURKE  |  THURSDAY, 1 SEP 2016
... will be responsible for deploying wealth management strategies for investor and superannuation clients of Sentry Group advisers. Sentry Group chief executive and chair Murray Hills said: "Karen's role will involve coaching and training advisers in portfolio ...

New board members, partnership for BondAdviser

KERRIE SYDEE  |  THURSDAY, 1 SEP 2016
... benefit from having direct access to a service that not only provides research but also timely data and tools so that advisers can research, manage and track bond investments from a central platform." "We have recently secured a number of high profile ...

LICG successful in triggering AFA EGM

JAMIE WILLIAMSON  |  WEDNESDAY, 31 AUG 2016
The Association of Financial Advisers (AFA) has confirmed it has received the minimum number of member submissions required under the Corporations Act to propose an amendment to its constitution via an extraordinary general meeting (EGM). Spearheaded ...

IRESS integrates stockbroking tool

ALEX BURKE  |  WEDNESDAY, 31 AUG 2016
... Management platform. OpenMarkets will now provide clearing and execution services through the IRESS platform. This will enable advisers to generate bulk orders for client portfolios through OpenMarkets, eliminating the need to make individual orders ...

ACBC launches additional XTB model portfolios

JAMIE WILLIAMSON  |  TUESDAY, 30 AUG 2016
... managing the direct-investment fixed income component of their business. "In the current low interest rate environment, advisers are being challenged by their clients to find efficient ways of delivering yield and income, but without price volatility ...

Bridges advice head resigns

JAMIE WILLIAMSON  |  TUESDAY, 30 AUG 2016
... the very best advice to our clients. "Nick's willingness to challenge the status quo and represent the interests of our advisers and their clients has helped Bridges and IOOF focus on putting the client first. His leadership and strategic insight has ...