Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 5221 - 5230 of 9821 results for "Advisers"

Two advice firms to get managed accounts

MARK SMITH  |  WEDNESDAY, 22 JUN 2016
... managing director James Taylor further commented: "There is a great alignment with what we wanted to achieve with our advisers and clients and what both Netwealth and Beulah Capital provide." Netwealth now supports eight private label relationships and ...

BetaShares rolls out global sector ETF suite

ALEX BURKE  |  WEDNESDAY, 22 JUN 2016
... property and global infrastructure securities, means that BetaShares is well positioned to provide investors and their advisers with the broadest range of global sector funds available on ASX."

AIA and AdviserLogic partnership to benefit advisers

KERRIE SYDEE  |  WEDNESDAY, 22 JUN 2016
Life insurer AIA Australia has unveiled a new risk-specific data feed to AdviserLogic to help financial advisers produce faster and more accurate client information for administering life insurance policies. The new data feeds aim to help reduce time ...

New resource hopes to inspire women

KERRIE SYDEE  |  WEDNESDAY, 22 JUN 2016
Association of Financial Advisers national president and director of Integra Financial Services, Deborah Kent, has released a short video series to help encourage women in financial services. With more than 30 years' experience as a financial adviser ...

Objectives-based investing under the spotlight

DARREN SNYDER  |  TUESDAY, 21 JUN 2016
... so it's important to look beyond the label. We continue to expand our coverage in this sector to enable investors and advisers to identify the objectives-based funds that have genuine competitive advantages, are likely to meet or exceed their objectives ...

Lifeplan portal puts investors first

KERRIE SYDEE  |  MONDAY, 20 JUN 2016
... the successful uptake of the adviser portal in November 2014 and has been designed through extensive consultation with advisers and investors to support specific investor needs. The portal will allow investors to view policy information and change contact ...

Topdocs extends ABN and TFN automation

MARK SMITH  |  MONDAY, 20 JUN 2016
... said. "By automating the population of the ABN and TFN online application, and proving this service free of charge to advisers, we are giving advisers back this time, enabling them to focus more on client facing work. The feedback so far has been amazing." ...

Align with super's purpose, not politics

DARREN SNYDER  |  FRIDAY, 17 JUN 2016
... super that performs badly, it's the investment choice. He added the end of the financial year was an opportune time for advisers to show they can add value for their clients.

SMSFA hires technical head from MLC

MARK SMITH  |  FRIDAY, 17 JUN 2016
... significant advancements have been made in the SMSF technical expertise and advice capability of NAB and MLC licensed advisers," Miller said. "NAB and MLC advisers now represent the largest group of SMSFA specialist accredited advisers, in any one organisation." ...

Crestone open for business after UBS deal completes

MARK SMITH  |  THURSDAY, 16 JUN 2016