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Showing 5291 - 5300 of 9821 results for "Advisers"

Advisers beware the uncomfortable truth of the ageing brain

MARK SMITH  |  FRIDAY, 13 MAY 2016
Advisers risk losing clients or even facing compensation claims if they do not ready their clients for the cognitive decline that arises from ageing, State Street Global Advisors warns. In a new white paper, the global wealth management firm says all ...

AMP holds assets despite Genesys exodus

ALEX BURKE  |  THURSDAY, 12 MAY 2016
AMP has announced in a first quarter update that outflows from Genesys advisers leaving the company "continue to be lower than expected." Net cash outflows from Genesys advisers leaving AMP's Australian wealth management business were $33 million for ...

Australians demanding robo-advice from super funds

ALEX BURKE  |  THURSDAY, 12 MAY 2016
... afford one," Investment Trends head of research for wealth management Recep Peker said. "Most current generation robo advisers are focused on investment selection, but these tools have the opportunity to really flourish by helping Australians with more ...

Praemium partners national advice firm

MARK SMITH  |  THURSDAY, 12 MAY 2016
... Praemium's SMA technology available through the dealer group's subsidiary Sterling Managed Investments. It enables Futuro advisers and their clients access to diversified portfolios managed by specialist investment managers. "Praemium is well known to ...

Life insurers paid $6.9bn in claims in 2015

MARK SMITH  |  WEDNESDAY, 11 MAY 2016
... "This enormous amount of $6.9 billion would not be paid at all if it weren't for the work that is done with consumers, by advisers, to protect family lifestyles and assets and businesses from the devastating effects of illness and injuries," The Risk ...

Instreet partners with investment advisory for ethical platform

ALEX BURKE  |  WEDNESDAY, 11 MAY 2016
... The Emerald Club in January 2015, Instreet has been developing the Emerald Wrap as a tailored investment platform for advisers with clients seeking an ethical foundation for investments. Now it has partnered with financial, advisory, investment and funds ...

AFA heralds adaptability

KERRIE SYDEE  |  WEDNESDAY, 11 MAY 2016
The Association of Financial Advisers (AFA) has called for advisers to focus on adaptability if they wish to address changing consumer preferences, the costs of delivering quality advice, technology and industry disruptors. The call follows the conclusion ...

Fortnum picks up award winning practice

KERRIE SYDEE  |  TUESDAY, 10 MAY 2016
A former Guardian Advice practice has joined non-institutionally owned dealer group, Fortnum Financial Advisers. Griffin Financial Services joined the group following Guardian's decision to exit financial planning in late 2015. The Sydney-based practice ...

Nominations open for AFA Adviser of the Year

MARK SMITH  |  TUESDAY, 10 MAY 2016
The Association of Financial Advisers (AFA) is now taking nominations for its annual Adviser of the Year and Practice of the Year Awards. In its fourteenth year, the AFA Adviser of the Year Award recognises an individual who is excelling in the delivery ...

SMSFs have cash top of mind

DARREN SNYDER  |  TUESDAY, 10 MAY 2016
... 22.81%), while Listed Shares dropped to 20.91% (down from 26.42%). Direct property also fell to 7.85% (down from 9.37%). Advisers are also continuing to access professional investment management through actively managed and passively managed trusts ...