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Showing 5251 - 5260 of 9821 results for "Advisers"

Lack of ownership costing Australians in retirement

KERRIE SYDEE  |  TUESDAY, 7 JUN 2016

Midwinter launches online training portal

KERRIE SYDEE  |  TUESDAY, 7 JUN 2016
Midwinter has launched an online education portal which aims to provide advisers and their support with training on seven aspects of the AdviceOS financial planning software. The Midwinter Academy will allow users to access and undertake training from ...

BetaShares launches model portfolio service for advisers

MARK SMITH  |  MONDAY, 6 JUN 2016
... and its Australian Dividend Harvester Fund. Each portfolio set has been developed for five different risk profiles, so advisers can choose between a conservative portfolio, a moderate portfolio, a balanced portfolio, a growth portfolio and a high growth ...

Dion Global targets IRESS market share with new platform

MARK SMITH  |  MONDAY, 6 JUN 2016
... responsibility to a third party. "Until now they haven't had appropriately sophisticated tools to optimise this process," he said. Advisers and brokers will also use the system to trade on clients' behalf for those who want to don't manage their own ...

AFA signs former PM for national conference

KERRIE SYDEE  |  MONDAY, 6 JUN 2016
The Association of Financial Advisers (AFA) has revealed the first of its plenary speakers who will open the AFA 2016 National Adviser Conference. Former Prime Minister John Howard will headline the plenary speakers, discussing the role of world leaders ...

Investors face 'radical uncertainty': PIMCO

KERRIE SYDEE  |  FRIDAY, 3 JUN 2016
... scenario will continue to play out for the next 3-5 years, but the firm warned that investors, investment managers and advisers alike should not take "excessive comfort" in such a baseline. The report cautioned that there is also a legitimate possibility ...

New chair and director for SuiteBox

KERRIE SYDEE  |  THURSDAY, 2 JUN 2016
SuiteBox, the mobile office solutions for advisers, has announced the appointment of a new chairman and director. Former AIG Life Australia boss David Whyte has been appointed chairman, with Craig Anderson appointed as a director of the board. A chartered ...

CBA offers more than $4m in compensation

KERRIE SYDEE  |  THURSDAY, 2 JUN 2016
... the collection of advice files" especially for Financial Wisdom Limited customers of former Financial Wisdom Limited advisers who have moved on to new roles.

Life insurance adviser group hits out at FSC priorities

ALEX BURKE  |  WEDNESDAY, 1 JUN 2016
... customers will be "worse off" if the Life Insurance Framework goes ahead. The group, formed in 2015 to give life insurance advisers "a voice in the LIF debate," has maintained that a move towards level commissions and fee for service arrangements will ...

First Quadrant liquid alternative strategy added to HUB24

ALEX BURKE  |  WEDNESDAY, 1 JUN 2016
... markets, aiming to deliver positive returns over full market cycles. It's available to wholesale investors and financial advisers, has a minimum investment of $25,000 and aims for a risk-managed return above cash plus 4%. Commenting on the fund, First ...