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Showing 5551 - 5560 of 9822 results for "Advisers"

Zenith re-rates BetaShares ETF

ALEX BURKE  |  TUESDAY, 13 OCT 2015
... cash in SMSF and retiree investment portfolios, we've seen significant take up in the BetaShares Cash ETF by financial advisers, who have been able to deliver the ETF's benefits for their clients."

Shaw and Partners appoints foundation members

LAURA MILLAN  |  TUESDAY, 13 OCT 2015
Shaw and Partners has set up a committee for its charitable foundation and appointed 12 private wealth advisers and executives to the new division. The advice firm established the foundation in June this year and will aim at encouraging staff and clients ...

Are Aussies super know-it-alls?

DARREN SNYDER  |  MONDAY, 12 OCT 2015
Australians have been branded superannuation "know-it-alls" yet there appears plenty of room for financial advisers to further educate their clients' knowledge base and improve confidence levels. The Financial Services Council and ING DIRECT launched ...

AMP trials tech-based advice solution

MARK SMITH  |  MONDAY, 12 OCT 2015
... model. The pilot is being run in five locations around the country to test how a new approach might work for customers and advisers. It's still early days in the process but the initial feedback we're hearing from our adviser's customers is positive." ...

Magellan appoints infra head from AMP

ALEX BURKE  |  FRIDAY, 9 OCT 2015
... Prior to that, he was an institutional account manager at the company. Amores has also held roles at JANA Investment Advisers, Ernst & Young and PWC, and was also a director at high street fashion label Saint Augustine Academy. In August, Magellan boosted ...

Myonlineadvisers teams up with US robo firm

MARK SMITH  |  THURSDAY, 8 OCT 2015
... agreement and memorandum of understanding with wealth management firm myonlineadvisers. The joint venture provides wealth advisers with online tools which will improve efficiency and help them grow their practice and protect future revenue. "Until now ...

CBA publicly welcomes former staff bans

MARK SMITH  |  THURSDAY, 8 OCT 2015
... financial planners. The Adviser Register improves ASIC's and the community's ability to identify and monitor financial advisers. Other Commonwealth Bank initiatives to improve adviser standards include further enhanced supervision and monitoring, advocacy ...

Don't flood managed accounts with excess investment options: advisers

ALEX BURKE  |  THURSDAY, 8 OCT 2015
Tailored investment solutions are more important to advisers using managed accounts than excessively wide ranges of investment choices, according to Rainmaker research. Speaking at the 2015 Financial Standard Best Practice Managed Accounts Forum, Rainmaker ...

GFC drove advisers to managed accounts

ALEX BURKE  |  THURSDAY, 8 OCT 2015
... anticipating economic issues and acting on those insights. He added, however, that transitioning to the model doesn't require "advisers to become stock-pickers." Describing himself as a "fierce advocate of outsourcing investment management," he noted ...

Legg Mason fund added to AMP model portfolio

MARK SMITH  |  WEDNESDAY, 7 OCT 2015
... are receiving strong demand from both portfolio constructors seeking an alternative to stand-alone AREITs, as well as advisers seeking an attractive income solution in a low interest rate environment. "Our adviser survey results indicate a strong appetite ...