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Showing 5161 - 5170 of 9821 results for "Advisers"

Aligned advisers return to UK

MARK SMITH  |  WEDNESDAY, 3 AUG 2016
UK pension, investments and insurance giant Aviva has hired a fresh team of face-to-face advisers three years after scrapping its 120-strong team. The move marks the return of aligned advice - the new advisers will be restricted to recommending only ...

Brisbane practice joins Elders

KERRIE SYDEE  |  TUESDAY, 2 AUG 2016
... with Elders Financial planning. Johnny is highly respected in the industry and the author of the acclaimed "financial advisers guide to fee for service." Grohovaz said he was drawn to Elders Financial Planning because of the level of professionalism ...

SMSF advisers face demanding year

MARK SMITH  |  TUESDAY, 2 AUG 2016
SMSF advisers are facing a year of significant change for their clients as the Government seeks to implement its 2016-17 Budget superannuation measures. That was the message from SMSF Association head of policy Jordan George in his address to delegates ...

Stockspot and Class form data deal

DARREN SNYDER  |  TUESDAY, 2 AUG 2016
... growing robo-advice sector. "Robo-advice is the fastest growing area of retail investment with total assets managed by robo-advisers pegged to grow to US$2 trillion by 2020. SMSF investors are increasingly open to roboadvice and Stockspot is a pioneer ...

Netwealth adds eighth private label managed account

MARK SMITH  |  MONDAY, 1 AUG 2016
... a specialist global manager. "It's an exciting time for us and we are seeing a large increase in new opportunities as advisers focus on building better, more efficient businesses and delivering better client outcomes," Heine finished.

Greater financial literacy key to improved adviser reputation

KERRIE SYDEE  |  MONDAY, 1 AUG 2016
A higher level of financial literacy among consumers is key to improving the reputation of financial advisers, according to new research from Zurich Financial Services Australia. A survey of 227 advisers active in the life advice industry conducted ...

Financial Standard to present at upcoming netwealth webinar

KERRIE SYDEE  |  FRIDAY, 29 JUL 2016
... of managed accounts. You will learn about: * Key findings from the latest Financial Standard research on how financial advisers use managed accounts * Latest news and industry developments on managed accounts in the past 12-24 months * Growth drivers ...

Millennials' short-term thinking unrealistic

DARREN SNYDER  |  FRIDAY, 29 JUL 2016
... their children, buy something other than a home, and pay towards their children's education. Schroders said financial advisers still remain an important part of the investment decision-making process and half of all investors globally said they would ...

Is gold on the ceiling for Australian investors?

DARREN SNYDER  |  FRIDAY, 29 JUL 2016
... system. They are our liquid bricks and mortar," Rachcoff said. He told the event that generally investors and investment advisers were scared of holding gold for long periods but there was evidence to suggest it can be fruitful. Citing Cor Capital's ...

ATO resource targets illegal pension schemes

MARK SMITH  |  THURSDAY, 28 JUL 2016
The Australian Taxation Office (ATO) has launched a new initiative aimed at educating advisers and pre-retirees about the potential pitfalls of retirement planning schemes. Super Scheme Smart - which forms part of the ATO's broader focus on tax avoidance ...