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Showing 5231 - 5240 of 9821 results for "Advisers"

New wave of retirees to challenge advisers

KERRIE SYDEE  |  THURSDAY, 16 JUN 2016
... dramatically change the direction of financial advice, argues industry consultant John Wiseman. According to Wiseman, advisers will be faced with a number of challenges as they search for solutions that capitalise and effectively utilise the "dormant ...

Super uncertainty makes engagement top priority

DARREN SNYDER  |  THURSDAY, 16 JUN 2016
... David Hope, said amid all the uncertainty around superannuation, both members and investors will need more guidance. "Advisers and funds will now have to reach out to a wide range of customers affected by the proposed changes - from low-income earners ...

Milliman awarded industry fund mandate

DARREN SNYDER  |  WEDNESDAY, 15 JUN 2016
... exchange-traded funds and managed funds. Milliman also works with research house Lonsec and dealer group Fortnum Financial Advisers, and is working with a number of firms to deliver risk management strategies.

AFA and Beddoes announce consumer choice award winners

ALEX BURKE  |  WEDNESDAY, 15 JUN 2016
The Association of Financial Advisers and the Beddoes Institute have announced the preliminary award winners of the 2016 Consumer Choice Awards. The awards are given to insurers rated by over 2,100 claimants and advised policyholders. The preliminary ...

MyPlanner streamlines back-office for 175 advisers

ALEX BURKE  |  WEDNESDAY, 15 JUN 2016
... clients, which requires a lot of face-to-face time to truly understand their needs and goals. "And yet all-too-often advisers get bogged down in unproductive - though critical - back-office duties." Sheehan added: "We found a significant gap between ...

Sentry and IRESS partner for new tech solution

KERRIE SYDEE  |  WEDNESDAY, 15 JUN 2016
National licensee Sentry has partnered with IRESS to give its advisers a new tool to help them grow their business through increased efficiency and better client service and engagement. Named SENTRAK, the technology will deliver a range of facilities ...

Advisers see value in degree

KERRIE SYDEE  |  WEDNESDAY, 15 JUN 2016
A new survey from Mentor Education and Core Data has revealed that 75% of financial advisers support a bachelor of financial planning over a related bachelor's degree. The survey of over 500 financial advisers, including 400 financial planners, 86 accountants ...

Synchron lands payroll tax win

KERRIE SYDEE  |  TUESDAY, 14 JUN 2016
... Trapnell said. "In effect, the SRO was trying to apply payroll tax in relation to the smallest of small businesses - advisers who have just started out, or those who choose not to employ anyone." Synchron argued that its legal obligation to collect fees ...

Cashwerkz offers paperwork relief

KERRIE SYDEE  |  TUESDAY, 14 JUN 2016
Online platform, Cashwerkz, has launched to the wider Australian market in the hopes of assisting financial advisers and SMSF consumers manage their term deposits more easily. The Cashwerkz platform aims to offer users a quick and easy way to research ...

National dealer group adds two advice firms

DARREN SNYDER  |  TUESDAY, 14 JUN 2016
... strong technical and compliance services." The Ellhan addition sees practicing accountant, Paul Elliot, and financial advisers Chris Hanrahan and Mark Scott, join Elders to enhance the current adviser service offered to rural communities in the Ballarat ...