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Showing 5191 - 5200 of 9821 results for "Advisers"

Responsible assets close to half of total Australia AUM

ALEX BURKE  |  WEDNESDAY, 13 JUL 2016
... RIAA's latest Responsible Investment Benchmark Report, based on data supplied by 69 asset managers, super funds, financial advisers, banks and community investment managers, plus Morningstar statistics, shows that responsible funds under management reached ...

New state manager for Synchron

KERRIE SYDEE  |  WEDNESDAY, 13 JUL 2016
... the financial services industry, especially risk insurance, and look forward to cultivating strong relationships with advisers and sales executives, while continuing the growth of Synchron in Queensland."

Class launches SMSF benchmark report

DARREN SNYDER  |  TUESDAY, 12 JUL 2016
... roles at MYOB where he managed teams responsible for selling software solutions to accountants, bookkeepers and financial advisers.

MLC adds to SMA suite

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
... Kathy Vincent, said the addition of Antares Ex-20 Australian Equities strategy reinforces MLC's intention to provide advisers with more ways to create value for clients. "We have a strong track record of offering a broad range of SMA portfolios on our ...

AIA launches adviser self-service portal

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
AIA Australia has launched an online self-service portal to allow financial advisers to manage client insurance administration. The portal allows financial advisers to update their clients' contact information and bank and credit card details directly ...

Fortnum adds five new practices

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
Independently-owned dealer group Fortnum Financial Advisers has broadened its reach across three Australian cities with five practices joining the group's boutique offering, FPSA Group (FPSA). Lifeguard Financial Services, APS Financial Planning and ...

ClearView adds annuities to wrap

MARK SMITH  |  MONDAY, 11 JUL 2016
... annuities have been added to ClearView Wealth's wrap platform. Selected annuities from both providers have been available to advisers using the platfom from 1 July. Changes driven by feedback from advisers have also been made across WealthSolutions Superannuation ...

Elders transformation brings new light to the group

KERRIE SYDEE  |  MONDAY, 11 JUL 2016
... Financial Planning (Elders) has emerged from a six month transformation, a realignment the group hopes will attract more advisers to the Elders network. A joint venture company (Elders 49%, ANZ 51%), Elders Group have one the largest footprints in rural ...

Advice bodies at odds over professional standards

KERRIE SYDEE  |  MONDAY, 11 JUL 2016
The Association of Financial Advisers (AFA) and the Financial Planning Association (FPA) present stark differences in opinion over professional standards in their latest submissions to Treasury, suggesting there's a long road ahead for the wavering ...

Sponsored adviser survey: two chances to win $500 prize

This study looks at how financial advisers are coping with an increasingly challenging environment with regard to technology, product selection, communication and regulation. There is a cash prize of $500 for the two most insightful answers. Are you ...