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Showing 5401 - 5410 of 9821 results for "Advisers"

ASIC bans former Guardian Advice planner

ALEX BURKE  |  WEDNESDAY, 17 FEB 2016
... having researched alternative policies and "prioritised his own commercial interests ahead of... the clients." "Conduct by advisers aimed at maximising commission by replacing insurance policies, without valid reason, is unacceptable," ASIC deputy chair ...

ETF revenue doubling every 18 months

JOHN DYALL  |  WEDNESDAY, 17 FEB 2016
... to the second point: a lowering of fees. While the event passed somewhat unremarked, in December State Street Global Advisers reduced the management fee on the 500 pound gorilla of Australian ETFs - the Australian equities SPDR S&P/ASX 200 Fund (STW) ...

Advisers halt HNW slide

MARK SMITH  |  TUESDAY, 16 FEB 2016
There are signs that advisers have recovered from last year's slide in the number of high net worth investors (HNWs) using their services. According to a recent Investment Trends survey of around 3000 HNWs with a combined $11.5 billion in investible ...

$1m does not make you rich, Australians say

MARK SMITH  |  MONDAY, 15 FEB 2016
... make you rich. Those were two of the many striking perceptions to come out of a new survey from MLC aimed at providing advisers and wealth managers with a better understanding of how Australians identify themselves and discover their aspirations - in ...

J.P. Morgan fund gets Lonsec nod

MARK SMITH  |  FRIDAY, 12 FEB 2016
... been very focused on bringing to market only those products where we have identified a gap or we have seen demand from advisers. This low cost alternative to passive strategies fits the requirements perfectly. "Our Global Research Enhanced Index strategy ...

New TAL scheme offers discounts for healthy living

MARK SMITH  |  THURSDAY, 11 FEB 2016
... sensibly about their health with a simple lifetime discount. "TAL Health Sense is about being sensible and simple. We want advisers to be able to have meaningful conversations with their clients about the benefits of good health, and this offer provides ...

LIF expected before parliament this week

ALEX BURKE  |  THURSDAY, 11 FEB 2016
... insurers. The legislation would come into effect on July 1 with a two-year transition period. Association of Financial Advisers chief executive Brad Fox, who participated in the development of the LIF along with the Financial Planning Association of ...

Copia appoints state manager from CFS

ALEX BURKE  |  THURSDAY, 11 FEB 2016
... has also held senior roles at Perpetual and Next Financial. At Copia, Vincent will focus on distribution to financial advisers in New South Wales and Queensland. Commenting on Vincent's appointment, Copia general manager, distribution John Clothier said ...

Margin loans keep pace with shrinking customer-base

ALEX BURKE  |  WEDNESDAY, 10 FEB 2016
... investment opportunities for many," said Investment Trends head of research for wealth management Recep Peker. He added, "For advisers involved with margin lending, it is important to note that how investors use margin lending is evolving - they are ...

Quay Global Investors releases retail real estate fund

DARREN SNYDER  |  WEDNESDAY, 10 FEB 2016
... released a retail version of its wholesale fund, the Quay Global Real Estate Fund, on the back of demand from financial advisers. Quay portfolio manager and principal Chris Bedingfield said the retail version was a logical step. "In discussions with ...