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Showing 5341 - 5350 of 9821 results for "Advisers"

Fortnum debuts integrated advice platform

KERRIE SYDEE  |  TUESDAY, 12 APR 2016
Fortnum Financial Advisers has developed a professional advice framework in partnership with consultancy Good Advice Solutions to help advisers accurately diagnose a client's financial needs, meet their legal responsibilities and grow their businesses. ...

CalPERS urges Rio Tinto to report climate change risk

DARREN SNYDER  |  TUESDAY, 12 APR 2016
... rate the largest 50 fund managers, the top 20 asset consultants, three ratings agencies and the top 20 proxy/engagement advisers. AODP chief executive Julian Poulter said: "Asset managers are starting to wake up to the huge opportunities to make superior ...

ETFs moving to mainstream

KERRIE SYDEE  |  THURSDAY, 7 APR 2016
... product flexibility and freedom as factors driving the planner uptake. "ETFs provide a very big opportunity for financial advisers, particularly if they want to continue to be seen as relevant moving forward with investors", Peker added. "The entire ...

Lonsec adds to retirement industry panel

KERRIE SYDEE  |  THURSDAY, 7 APR 2016
Lonsec Investment Consulting has added AB Global, Invesco, Investors Mutual Limited and State Street Global Advisers to its Lonsec Retire Industry Panel. In a statement Lonsec Retire said the additions will aim to provide financial advisers and their ...

Mentor Education appoints new chair

WHITNEY FITZSIMMONS  |  TUESDAY, 5 APR 2016
... successfully developing and delivering innovative programs for the industry." Mentor has educated over 15,000 thousand financial advisers. Employing 27 staff, the highly successful business specialises in the provision of professional and personal development ...

Infocus purchases another advice business

DARREN SNYDER  |  TUESDAY, 5 APR 2016
... the group strategy for some time. "It is a natural complement to our extensive national dealer group operations; helps advisers who are seeking to exit the industry or bring on a partner to help fund further growth; and allows us to diversify our group ...

Pengana absolute return fund shifts to daily pricing

WHITNEY FITZSIMMONS  |  MONDAY, 4 APR 2016
... applied to a broader range of funds and as interest in the PARAPF strategy has grown amongst Australian investors and advisers. "Today's investors are seeking daily liquidity and daily investment returns, and we are excited to be able to offer this service ...

Shaw and Partners appoints senior adviser

ALEX BURKE  |  MONDAY, 4 APR 2016
... broader skills and expertise to our clients. "Hatem's experience in derivatives trading will prove invaluable to our other advisers and their clients who are looking to invest in that space." Evans added that Shaw and Partners was currently "carefully" ...

BondAdviser launches new portfolio on HUB24

KERRIE SYDEE  |  FRIDAY, 1 APR 2016
... has launched a new fixed income managed portfolio on HUB24 and claims it is the first managed portfolio available to advisers to include Exchange Traded Bond units (XTBs) on an SMA platform. The BondAdviser Income Plus Portfolio is designed to give investors ...

Over 45s lead super MDIOs

DARREN SNYDER  |  THURSDAY, 31 MAR 2016
... the Living Super financial adviser portal was also a key milestone in 2015. "In the past 12 months we've accredited 528 advisers, launched a national advice referral pilot program with the Financial Planning Association (FPA) and established a Living ...