Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 5571 - 5580 of 9822 results for "Advisers"

Findex launches online advice service

STAFF WRITER  |  THURSDAY, 1 OCT 2015
... the full spectrum of financial services," according to Findex's statement, which will then be answered by Crowe Horwath advisers. "Crowe Horwath clients have a trusted adviser at the centre of their relationship with the firm who ensures they receive ...

ASIC bans ex-Genesys adviser

ALEX BURKE  |  THURSDAY, 1 OCT 2015
... has banned a former Genesys financial adviser. Lukas Zelka was an authorised representative of AMP-owned Genesys Wealth Advisers from 2009 to 2011; after working at Jigsaw Support services for a year, he moved to another AMP licensee, Charter Financial ...

CBA's advice review compensates 19 clients

LAURA MILLAN  |  WEDNESDAY, 30 SEP 2015
... in retrieving customer files of CFPL customers, the retrieval of files for customers of [Financial Wisdom Limited] FWL advisers remains a challenge for the Bank." Promontory said that as of 19 August CBA "was still retrieving hard-copy files in approximately ...

Retail funds recommending advice fee rates

MARK SMITH  |  WEDNESDAY, 30 SEP 2015
... annual super fee survey from Rainmaker reveals. As a result of the compulsory adoption of the FOFA reforms on 1 July 2013, advisers are required to negotiate the fees they charge super fund members on a case by case basis. However, 50% of the 316 retail ...

Managed Accounts challenge to retail wealth groups

ALEX DUNNIN  |  WEDNESDAY, 30 SEP 2015
... containing a detailed product scan of the managed account market supplemented with an attitudinal survey of what financial advisers think about the sector. The report reveals that across the sector there are now almost 350 model portfolios available ...

AMP advice adds Van Eck ETFs

STAFF WRITER  |  WEDNESDAY, 30 SEP 2015
... list. The Market Vectors Australian Equal Weight ETF and Market Vectors Australian Banks ETF will now be available to advisers at AMP Financial Planning, Charter Financial Planning and Hillross. "We are delighted that AMP has added MVW and MVB to its ...

Succession planning is not a waiting game

ALEX BURKE  |  TUESDAY, 29 SEP 2015
... Financial Service Brokers chief executive Paul Tynan. In a statement, Tynan noted the increasing number of ex-institutional advisers looking to buy up their own practice; conversely, he has observed many potential sellers holding off on building proper ...

OneVue launches new advice platform

ALEX BURKE  |  TUESDAY, 29 SEP 2015
... at superannuation and investment differently," she said. The key new features of the platform include the ability for advisers to examine investments within both individual clients' portfolios and family groups in aggregate, real-time capital gains tax ...

SMAs on Macquarie Wrap pass $100m milestone

STAFF WRITER  |  TUESDAY, 29 SEP 2015
... administration in its first year. The functionality was added to Macquarie Wrap in September 2014 to provide financial advisers with access to a range of SMAs. The SMA investment menu recently expanded to add 11 managers and 33 models, including new ...

Vision Super intra-fund advice soars

ALEX BURKE  |  TUESDAY, 29 SEP 2015
... had 2,422 meetings with members - a 70% boost from the 1,431 meetings in 2014. General advice provided by Vision Super advisers is free, while the first meeting is free for more complex advice, after which a fee arrangement is negotiated. According to ...