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Showing 5331 - 5340 of 9821 results for "Advisers"

OneVue launches international equities capability

KERRIE SYDEE  |  TUESDAY, 19 APR 2016
... managed accounts (SMA) service in a bid to meet growing demand for access to global trading markets. The launch allows advisers and investors to access separately managed accounts (SMAs) that invest directly in companies listed across eight securities ...

Australians pessimistic about retirement lifestyle

KERRIE SYDEE  |  MONDAY, 18 APR 2016
... savings are a guaranteed income stream and to meet their desired lifestyle, so annuities providers, funds and financial advisers need to find ways to talk to members about the income solutions available in retirement in a language that they understan ...

Zurich insurance appoints CFO, updates app

KERRIE SYDEE  |  FRIDAY, 15 APR 2016
... strategies for Zurich's Life and Investments business, said the upgrade to the Adviser Flipchart app is a 'game-changer' for advisers seeking to engage clients on life insurance, increasing not only the effectiveness of that engagement but also the rate ...

Banking inquiry cost better spent on ASIC: AFA

KERRIE SYDEE  |  FRIDAY, 15 APR 2016
... hold a royal commission into banking would be better spent on supporting ASIC, according to the Association of Financial Advisers (AFA). Speaking at a media briefing in Sydney, AFA chief executive officer Brad Fox said there were already adequate rules ...

NAB Asset Management hires senior economist

MARK SMITH  |  THURSDAY, 14 APR 2016
... investors including the increasingly popular MLC Inflation Plus portfolios. "I look forward to keeping investors and advisers informed about the changing economic environment and solutions to help manage their wealth."

Technology and collaboration to drive financial advice

KERRIE SYDEE  |  THURSDAY, 14 APR 2016
Australians want more collaboration with their financial advisers but only 21% are getting in touch monthly, according to new research from Salesforce. According to the Salesforce Connected Investor report, 77% of Australian respondents listed collaboration ...

Beddoes Institute announces MTA award winners

WHITNEY FITZSIMMONS  |  WEDNESDAY, 13 APR 2016
... trusted practice and Hillross Fairy Meadow led by Diane Chalk got most recommended practice. Overall, nine financial advisers took out the four national and 10 state adviser awards, with eight financial advice practices taking out the five national and ...

AZ NGA acquires Fortnum-aligned advice group

ALEX BURKE  |  WEDNESDAY, 13 APR 2016
... be paid to the founder team over 10 years. "Priority Advisory Group have established a wonderful reputation as Trusted Advisers on Sydney's North Shore," AZ NGA chief executive Paul Barrett said. "Russell and Alan started the business nearly three decades ...

Former AFA director joins myonlineadvisers

KERRIE SYDEE  |  WEDNESDAY, 13 APR 2016
Myonlineadvisers has partnered with former director and national GenXT chair of the Association of Financial Advisers (AFA), Fraser Jack, in a move to expand the boutique licensee. Partnering with founder James Sutherland, Jack will work nationally ...

QuietGrowth adds multi-risk portfolios

ALEX BURKE  |  TUESDAY, 12 APR 2016
... risk, giving them finer control over their risk tolerance. "Market feedback and best practice among automated investment advisers globally has shown that investors prefer to have multiple risk portfolios," explained QuietGrowth chief executive Dilip ...