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Showing 5121 - 5130 of 9821 results for "Advisers"

Vulnerable clients easily manipulated: study

KERRIE SYDEE  |  WEDNESDAY, 24 AUG 2016
Trust in financial advisers can be easily manipulated, according to a new university study which found a large proportion of Australians were unable to tell the difference between good and bad financial advice. The study also revealed a high proportion ...

Sentry Group slams LICG's "opportunistic attack"

ALEX BURKE  |  WEDNESDAY, 24 AUG 2016
... executive and chair Murray Hills has criticised the Life Insurance Consumer Group's "attack" on the Association of Financial Advisers in an open letter. Directed to the financial services industry, the letter admitted that Sentry believes there are a ...

Fund administrator purchases New York business

DARREN SNYDER  |  TUESDAY, 23 AUG 2016
... market. Fundadministration works with emerging and established hedge fund managers, as well as registered investment advisers and traders. The firm administers 140 funds for 45 clients with funds under administration of US$5 billion. All of Fundadministration's ...

TAL upgrades Risk Academy

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
Life insurer TAL has upgraded its Risk Academy program, giving advisers the flexibility to complete courses on demand and has partnered with a new education provider. Charles Sturt University (CSU) will now provide accreditation of TAL Risk Academy ...

EGM forms require validation: AFA

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
The Association of Financial Advisers (AFA) must verify over 200 individual forms calling for an Extraordinary General Meeting after preliminary checking showed a number of discrepancies. AFA member, director of NOW Financial Group and member of the ...

Robeco appoints sales manager from Goldman Sachs

ALEX BURKE  |  TUESDAY, 23 AUG 2016
... Australia and Tasmania, allowing us to extend our footprint and bring our investment offerings, service and insights to more advisers."

'Constant tinkering' leaves Australians uncertain: MLC

KERRIE SYDEE  |  MONDAY, 22 AUG 2016
... research shows that regardless of age and income - the majority of Australians are feeling unprepared for retirement. "Advisers regularly experience this uncertainty in super first-hand among their clients. If we can get policy certainty around super ...

ANZ partners with Mercer for retiree portfolios

ALEX BURKE  |  THURSDAY, 18 AUG 2016
... than 40% of the overall client base," ANZ Wealth Australia general manager aligned licensees Darren Whereat said. "Our advisers tell us their clients are increasingly concerned about outliving their retirement savings, the rising costs of health and ...

Adviser ETF survey winners announced

MARK SMITH  |  WEDNESDAY, 17 AUG 2016
... Standard is pleased to announce the winners of two cash voucher prizes as it reveals the results of an extensive survey into advisers' use of exchange traded funds. The survey, which was designed to help Financial Standard understand how ETFs are impacting ...

UK IFAs increasingly outsourcing to DFMs

KERRIE SYDEE  |  WEDNESDAY, 17 AUG 2016
United Kingdom independent financial advisers (IFAs) are increasingly outsourcing investment assets to discretionary fund managers (DFMs) as asset managers start to feel the fee pressure pinch, according to Cerulli Associates' 'Asset Management in the ...