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Showing 5271 - 5280 of 9821 results for "Advisers"

BetaShares Managed Risk Series hits $200m

MARK SMITH  |  THURSDAY, 26 MAY 2016
... rising markets. The company said the development of the Managed Risk Series was driven by demand from investors and their advisers to gain exposure to the capital and income return potential of the equity markets, but who may be concerned about the risk ...

AIA launches adviser wellness program

DARREN SNYDER  |  WEDNESDAY, 25 MAY 2016
Life insurer AIA Australia has launched a 12-week executive wellness program targeted at financial advisers to enhance their business value and personal effectiveness as business owners. The initiative will be based around AIA's Vitality program and ...

Knight Financial Advisors unveils new MDA service

MARK SMITH  |  WEDNESDAY, 25 MAY 2016
... portfolios while minimising repetitive, manual administration; lifting back office efficiency and releasing the group's four advisers to spend more time in front of clients. As part of the build, Knight Financial also developed an enhanced investment ...

One in four willing to switch advisers: EY survey

MARK SMITH  |  TUESDAY, 24 MAY 2016
Wealth managers in Australia will need to employ more client-centric strategies and make better use of technology if they want to capture a share of the sector's $280 billion (US$200 billion) global revenue opportunity, according to EY's 2016 global ...

Federation Alliance launches Federation Super

KERRIE SYDEE  |  TUESDAY, 24 MAY 2016
... Alliance, said the addition of Federation Super means the Federation platform offers a complete administration package for advisers and their clients. "Coupled with the option for platform investors to become shareholders in Federation Alliance, the ...

MFSIM execs use $143.5m in client money to repay debts

KERRIE SYDEE  |  TUESDAY, 24 MAY 2016
... all necessary investigation of both the existing and recommended products has been undertaken. "ASIC will not tolerate advisers who place their interests above those of their client and provide product advice that is not appropriate to the client."

ACBC releases six fixed-rate XTBs

ALEX BURKE  |  TUESDAY, 24 MAY 2016
... and Downer EDI. The indicative yields range from 2.764% to 4.538%. "With market volatility remaining a concern, both advisers and retail investors are looking for investments that offer capital stability and greater returns than term deposits," ACBC ...

ANZ rings in insurance updates

DARREN SNYDER  |  MONDAY, 23 MAY 2016
... offerings with key focuses on affordability, product awareness and simplicity, and the relationship between financial advisers and their clients. From today customers at OneCare who have combined death and total and permanent disability (TPD) cover for ...

Ignition Wealth partners with SMSF administrator

ALEX BURKE  |  MONDAY, 23 MAY 2016
... a leading SMSF administrator. Triple A Super provides administration, taxation, deed and transition services for SMSF advisers and accountants. Through the Ignition Wealth partnership, the firm will now offer automated advice. Triple A Super chief executive ...

IOOF announces group insurance mandate

ALEX BURKE  |  MONDAY, 23 MAY 2016
... products, and this outcome is just one example of our ongoing commitment to deliver the industry's leading solutions for advisers and their clients." "We're confident in the choice to partner with TAL for group insurance as they continue to provide a ...