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Showing 5211 - 5220 of 9821 results for "Advisers"

Admin, compliance restricting business growth

KERRIE SYDEE  |  THURSDAY, 30 JUN 2016
Advisers are spending more than 30 hours a week on client related admin and only 9 hours per week in face-to-face client meetings, according new research from Perpetual. The research, which included 200 financial advisers and assessed how advisers are ...

ETF survey offers chance to win $300 MYER voucher

MARK SMITH  |  WEDNESDAY, 29 JUN 2016
Advisers and other intermediaries can win a $300 MYER gift voucher by completing the first annual Financial Standard Best Practice Exchange Traded Funds Forum survey. The survey is designed to help Financial Standard understand how ETFs are impacting ...

Link Group rebrand signals expansion

KERRIE SYDEE  |  WEDNESDAY, 29 JUN 2016
... Currently Link Advice services 15 superfunds, delivering 30,000 pieces of phone advice a year from more than 65 phone advisers. Link Advice anticipates the amount of advice given to increase to 50,000 over the next three years as funds shift their focus ...

FPA National Roadshow emphasises value of advice

KERRIE SYDEE  |  WEDNESDAY, 29 JUN 2016
... National Roadshow is hoping to prepare planners for the increasingly complex future of financial advice. Aimed at supporting advisers, the roadshow includes an update on key legislative changes and provides practical guidance in key areas of financial ...

T. Rowe Price strengthens global offering

KERRIE SYDEE  |  TUESDAY, 28 JUN 2016
... equity portfolio. T. Rowe Price managing director Australia and New Zealand Murray Brewer said that while Australian advisers and investors know the importance of accessing international equities, the legitimate risk and impact of currency movements ...

Fiduciary fund debuts on key platforms

KERRIE SYDEE  |  TUESDAY, 28 JUN 2016
... on two major investment platforms, opening up the fund-of-hedge-fund (FOHF) vehicle to a greater number of financial advisers. The Fiduciary Fund has been added to the investment menus of Macquarie Wrap and HUB24. NWQ managing director Stuart McClure ...

Funeral bonds on the minds of advisers

DARREN SNYDER  |  MONDAY, 27 JUN 2016
Funeral bond provider Australian Friendly Society believes a combination of factors is driving an increased demand in the product's annual take up. Australian Friendly Society chief executive Mandy Cooper said over the past two years new business has ...

Morningstar reappointed as CBA advice research provider

KERRIE SYDEE  |  FRIDAY, 24 JUN 2016
... continue to work alongside the WM Advice research team, providing research and consulting services and tools for financial advisers to help them deliver quality advice to customers. Wealth management executive general manager advice, Marianne Perkovic ...

JBWere to reduce adviser commissions

KERRIE SYDEE  |  THURSDAY, 23 JUN 2016
... align with shareholder's interests, JBWere will be retaining a "small portion" of revenue from clients referred to JBWere advisers from the NAB network. JBWere chief executive, Justin Greiner said the firm will also be "taking a leading industry position ...

Fixed income, smart beta need better access

DARREN SNYDER  |  THURSDAY, 23 JUN 2016
... investment insourcing. Hallinan is already seeing reduced and different forms of intermediation with asset owners and advisers. UBS Asset Management head of investment strategy, Tracey McNaughton, said investment ideas need to be global for generating ...