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Showing 5471 - 5480 of 8611 results for "DIF"

Tailor advice to each generation: research

LAURA MILLAN  |  TUESDAY, 15 OCT 2013
Advisers should tailor their communication strategies to suit the needs of each generation, but in the age of internet, face to face meetings are still the clients' preferred system to communicate with advisers. An AFA white paper revealed that, while ...

Super in-house investment no threat to fund managers

JAMES FERNYHOUGH  |  TUESDAY, 15 OCT 2013
The tendency for big super funds to move investment in-house is no cause for alarm for investment managers, according to Principal Global Investors chief executive Grant Forster. Forster said that while funds bringing investment in-house - such as AustralianSuper ...

Read the rules, says ASIC

MARK SMITH  |  TUESDAY, 15 OCT 2013
ASIC deputy chairman Peter Kell reassured advisers at the AFA conference that the FoFA best interest duty is not as strict as people think. He reminded them to read the regulatory guidance before jumping to conclusions. "We're just over three months ...

Washington watching Wall Street watch Washington

BENJAMIN ONG  |  MONDAY, 14 OCT 2013

International advice meeting to develop new strategies

LAURA MILLAN  |  THURSDAY, 10 OCT 2013
The international Financial Planning Standard Board (FPSB) will look to develop new financial planning strategies during its meeting in Sydney later this month. The FPSB owns the international Certified Financial Planner (CFP) certification program ...

BT to double time advisers spend with clients

LAURA MILLAN  |  THURSDAY, 10 OCT 2013
BT Financial Group is implementing an Advice Transformation program that aims to double the time advisers spend in meetings with their clients. BT head of Practice Management Wes Hall told Financial Standard that the program "will help advisers connect ...

Asset manager growth ambitions slowed by regulation

MARK SMITH  |  THURSDAY, 10 OCT 2013
Australian asset managers say their growth ambitions are being hindered by regulatory constraints and the burden of updating systems and process, according to a survey of 200 Asia Pacific managers commissioned by State Street. In a bid to improve transparency ...

Midwinter adapts planner software to client profile

LAURA MILLAN  |  WEDNESDAY, 9 OCT 2013
Midwinter has updated its AdviceOS software to enable clients to access a customised portal with different content, calculators, themes and graphics. The software provider presented the updates to its cloud-based software at a roadshow in Sydney. AdviceOS ...

Bears out a-haunting

BENJAMIN ONG  |  WEDNESDAY, 9 OCT 2013
Shutdown: Day 8 and counting and... 9 days to go before the US debt hit the ceiling. Yes Virginia, those adult politicos in Washington are still at it...playing their game of chickens. Both sides are waiting for the other to blink. You know what happens ...

Centrepoint optimistic after completing AAP acquisition

LAURA MILLAN  |  TUESDAY, 8 OCT 2013
After a tough year for independent dealer group Professional Investment Services (PIS), parent company Centrepoint is confident that the full acquisition of Associated Advisory Practices (AAP) will improve the group's performance. AAP and Associated ...