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Showing 5391 - 5400 of 9821 results for "Advisers"

Synchron announces LIF tech and referral arrangements

ALEX BURKE  |  TUESDAY, 23 FEB 2016
... "Following the release of LIF details, we recognize that no matter how many ways you slice and dice it, life insurance advisers will be suffering from July 1st on a progressive basis due to a reduction in income," Synchron director Don Trapnell said. ...

Fidelity adds 12 funds to mFunds

MARK SMITH  |  TUESDAY, 23 FEB 2016
... funds, three Asian equities funds and three Australian equities funds that Fidelity offers in Australia, to allow more advisers and investors gain easier access to these Australian-domiciled funds. "More people want to invest in unlisted managed funds ...

AMP upgrades platforms

MARK SMITH  |  MONDAY, 22 FEB 2016
... catering to a broad range of investment needs, offering new and flexible investment menus. It has been designed to provide advisers with the functionality and flexibility to evolve customers' investments with their life goals and circumstances. "MyNorth ...

Behavioural coaching is the best route to 'adviser alpha'

MARK SMITH  |  FRIDAY, 19 FEB 2016
Advisers are the solution to the question of why retail investors leave so much of the possible return available in markets on the table, according to Vanguard head of investment strategy group Asia Pacific, Jeff Johnson. Addressing an audience of financial ...

PPS launches life insurance mutual offering

ALEX BURKE  |  THURSDAY, 18 FEB 2016
... medicine, accounting, law and engineering) can "share in the profits of the insurance that they buy" through financial advisers, according to PPS Mutual chief executive Michael Pillemer. Pillemer added, "We believe the timing is right for the re-emergence ...

Magellan average monthly inflows hit $214m

ALEX BURKE  |  THURSDAY, 18 FEB 2016
... and obviously we've got a pretty good representation and get a reasonable share if there is more interest out of retail advisers," he explained. As to whether the downturn in global markets (that is set to continue through 2016) will hinder Magellan's ...

Adviser roadshow shines light on modern-day advice

MICHELLE BALTAZAR  |  THURSDAY, 18 FEB 2016
Financial advisers took home plenty of business tips at an adviser roadshow yesterday - and many of them are refreshingly unconventional. The main function centre of Doltone House, overlooking the waterfront view of Jones Bay Wharf in Sydney, was the ...

Zurich launches LIF support initiative

MARK SMITH  |  THURSDAY, 18 FEB 2016
Zurich Financial Services Australia is launching a life insurance framework (LIF) support package for financial advisers, via a national roadshow. The 'Blueprints for the Future' comprise five pillars of LIF support, designed to help advisers position ...

Colonial First State partners with UTS

MARK SMITH  |  WEDNESDAY, 17 FEB 2016
... using some of UTS's highly innovative data analysis techniques to provide richer solutions for our customers and their advisers." Elkins said the relationship between CFS and UTS broadens the potential for delivering more and deeper insights to financial ...

Topdocs adds Commonwealth Bank integration

MARK SMITH  |  WEDNESDAY, 17 FEB 2016
Legal document provider Topdocs has created the ability for advisers to populate a Commonwealth Bank Accelerator Cash Account application - distributed by CommSec Adviser Services - at the same time as establishing their self-managed super funds through ...