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Showing 5491 - 5500 of 9822 results for "Advisers"

New Topdocs tool speeds SMSF application

MARK SMITH  |  MONDAY, 16 NOV 2015
... a direct link with the Australian Business Register which automatically pre-populates the entire ABN application for advisers, free of charge, when they set up their SMSF establishments with Topdocs," he said. "Users simply review the fully populated ...

Vanguard wins adviser vote

ALEX BURKE  |  WEDNESDAY, 11 NOV 2015
Vanguard has taken the lead as financial advisers' most-used fund manager. According to Investment Trends' August 2015 Adviser Product Needs and Marketing Needs Report, based on a survey of 676 advisers, Vanguard had the highest share of "primary financial ...

Multi-asset funds rated high but risk disappointment

LAURA MILLAN  |  WEDNESDAY, 11 NOV 2015
In light of growing popularity among advisers, research houses have reviewed multi-asset strategies and awarded them high ratings, but warned that they are most at risk of "return disappointment." Morningstar's latest Sector Wrap-Up for multi-asset ...

BetaShares launches managed Aussie equities ETF

ALEX BURKE  |  WEDNESDAY, 11 NOV 2015
... (SMSFs) as well as pre-retirees and retirees looking for equity exposure with reduced volatility. "Investors and their advisers are increasingly being made aware of a major investment challenge - invest too cautiously and risk insufficient investment ...

Robo revolution to benefit human advisers

MARK SMITH  |  TUESDAY, 10 NOV 2015
Digital advice tools should be seen as an opportunity, not a threat for the traditional advice market in the United States, according to the UB-based global analytics firm Cerulli Associates. "Many industry stakeholders assume that ongoing advances ...

TAL improves group member verification

ALEX BURKE  |  TUESDAY, 10 NOV 2015
... always looking for opportunities to improve and enhance the services TAL provides to its partners and their members, advisers, employers and stakeholders," he added. "We will continue to lead change in dealing with members on their terms and with experiences ...

BT adds active managers to Panorama

LAURA MILLAN  |  MONDAY, 9 NOV 2015
... platforms and operations John Shuttleworth said. "We are committed to delivering a comprehensive solution so that investors, advisers and their clients are able to use one operating system to meet all their investment needs. He defined Panorama as "a ...

Government releases final risk reforms package

ALEX BURKE  |  MONDAY, 9 NOV 2015
... insurance reforms package. Based on ongoing industry consultation and collaboration with the Association of Financial Advisers, Financial Planning Association and Financial Services Council, the final reforms are broadly similar to the agreement announced ...

FEATURE: The circle of life

DARREN SNYDER  |  MONDAY, 9 NOV 2015
... might be." "We ran a whole stack of different sort of scenarios. We worked with an actuary, we worked with our investment advisers and went through all the data to try and find or work out what delivers the optimal investment outcome for different age ...

SMSFs welcome no dumping of LRBAs

DARREN SNYDER  |  SUNDAY, 8 NOV 2015
... fund; law reform to classify what is meant by a sophisticated or professional investor; and raising the competency of advisers. Both associations welcomed the enshrining of super's objectives in legislation with SISFA executives hoping the move can "finally ...