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Showing 5281 - 5290 of 9821 results for "Advisers"

Robo advice set to fail: Morningstar

KERRIE SYDEE  |  FRIDAY, 20 MAY 2016
... Morningstar Investment Conference in Sydney, Whelan argued that the cost of client acquisition would be too high for pure robo advisers to sustain their businesses over the medium term, but cautioned that advisers must not ignore the need to embrace ...

Banned SMSF adviser charged for misappropriating $1.8m

ALEX BURKE  |  FRIDAY, 20 MAY 2016
... "Self-managed super funds are not appropriate for everyone. It is important that the advice provided to clients of financial advisers is appropriate for those individuals' needs and circumstances," ASIC deputy chair Peter Kell said.

Government bonds no longer a safe bet

KERRIE SYDEE  |  THURSDAY, 19 MAY 2016
... diversification, panel member Michael Karagianis, head of private investment consulting (NAB) at MLC Investment Management said that advisers must start to speak with clients about having a meaningful allocation to alternatives if they are looking for ...

Investors looking to alternatives amid low cash rate

KERRIE SYDEE  |  THURSDAY, 19 MAY 2016
... Poor yields, low cash rates and volatile stock markets have put significant pressure on Australian investors and their advisers to find reliable income within a robust risk framework, said GCI co-founder Gavin Solsky, who argues Australians should consider ...

Focus Financial looking for more local partners

KERRIE SYDEE  |  THURSDAY, 19 MAY 2016
... of wealth management, Kodialam noted that Australia was falling behind in terms of its use of technology, arguing that advisers should see technology as a means of connecting with clients not something to fear. "I think technology is going to take centre ...

FSC releases policy priorities for next parliament

ALEX BURKE  |  WEDNESDAY, 18 MAY 2016
... highlighted in the Financial System Inquiry. Specifically, it emphasises the need for a professional framework for financial advisers and refining the recommendations made in the Johnson Report, such as the development of collective investment vehicles ...

Advisers leading ETF investment charge

DARREN SNYDER  |  WEDNESDAY, 18 MAY 2016
Financial advisers are playing a major role in the increase of exchange-traded fund holdings among investors as use of these indexed investment vehicles is also becoming more sophisticated. Vanguard and Tria Investment Partners have released research ...

Competitive forces driving US pension fees down

MARK SMITH  |  WEDNESDAY, 18 MAY 2016
... put the focus on lower-priced options. The Wall Street Journal said a new Labor Department rule that holds financial advisers to higher standards of behavior will likely lead many plans to cut costs. These factors have caused plan administrative costs ...

ASIC orders HSBC remediation plan for "deficient" advice

ALEX BURKE  |  TUESDAY, 17 MAY 2016
... January 2009 and March 2013, affected 464 out of 557 clients in HSBC's review, and was primarily given in "instances where advisers had obtained little to no information about clients' relevant personal circumstances," according to ASIC. As a result ...

Opt-In headache given mobile relief

KERRIE SYDEE  |  TUESDAY, 17 MAY 2016
Midwinter and SuiteBox, the mobile office solution for advisers, have partnered to deliver an electronic solution to alleviate issues surrounding the FoFA Opt-In for financial planners. The partnership will allow advisers using Midwinter's AdviceOS ...