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Showing 5561 - 5570 of 9822 results for "Advisers"

Endeavour joins new OneVue platform

ALEX BURKE  |  WEDNESDAY, 7 OCT 2015
... services. "OneVue is pleased to be able to assist this fast growing group to provide a fit for purpose solution for its advisers through the LUMINOUS platform," said OneVue chief executive Connie Mckeage. "Endeavour will be able to offer advisers the ...

Managed accounts forum sold out, 2015 adviser survey results revealed

STAFF WRITER  |  WEDNESDAY, 7 OCT 2015
More than 180 financial advisers and managed account professionals will be in Sydney tomorrow to attend a national forum on managed accounts where the key findings of the 2015 Financial Standard adviser survey on managed accounts will be revealed. Managed ...

Adviser Ratings reaches 4,000 planners

ALEX BURKE  |  WEDNESDAY, 7 OCT 2015
... planners to manage and maintain their profiles. Adviser Ratings contains a register of 20,000 financial planners, but advisers can elect to "populate their profiles on Adviser Ratings with more information about their qualifications, memberships of industry ...

NAB enlists Topdocs for CMA service

ALEX BURKE  |  TUESDAY, 6 OCT 2015
... Topdoc's online portal to establish a NAB CMA at the same time as a SMSF, company or trust via a single online form. "Many advisers will set up a CMA when they establish a structure for a client, so this partnership with the NAB is a natural progression ...

Lonsec launches investment solutions division

MARK SMITH  |  TUESDAY, 6 OCT 2015
... Pourbaix in the chief investment officer role. The new division will be responsible for building model portfolios for advisers. It has been conceived amid growing regulatory and administrative demands on financial planners as well as increased complexity ...

Medical risk leader joins Bombora

ALEX BURKE  |  TUESDAY, 6 OCT 2015
... provides practice owners with a platform to collaborate, grow, mentor, attract and develop the next generation of risk advisers. "I'm also drawn to the Bombora way which is about professionalism, innovation and taking a leadership position within the ...

Multi-asset funds see huge lift in inflows

MARK SMITH  |  FRIDAY, 2 OCT 2015
Multi-asset (MA) funds are set to remain at the top of the inflow tables in Europe as advisers turn to them in the face of FOFA-like reforms, according to global analytics firm Cerulli Associates. The research says more advisors are recommending MA ...

AFA Rising Star finalists announced

ALEX BURKE  |  FRIDAY, 2 OCT 2015
The Association of Financial Advisers and ANZ Wealth have announced the finalists for its 2015 Rising Star award. Peel Wealth Financial Planning's Katherine Cairns, Mr Insurance's Declan Doolan, Harvest Wealth's Kylie George, AP Financial Solutions' ...

ASIC hits advice firm with more licence conditions

ALEX BURKE  |  FRIDAY, 2 OCT 2015
ASIC has increased its surveillance activity on Total Financial Solutions Australia advisers, following compliance concerns. The surveillance commenced in October 2014 and focused on TFSA product advice, which ASIC identified as having a "one-size-fits-all ...

ING DIRECT super manager promoted

DARREN SNYDER  |  THURSDAY, 1 OCT 2015
... support them through their financial lifecycle, from home loans to superannuation," Woolnough said. "Many brokers and advisers recognise this and are increasingly working together, through either commercial agreements or referrals, to provide this level ...