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Showing 5581 - 5590 of 9822 results for "Advisers"

FPA retirement planning scholarships awarded

ALEX BURKE  |  TUESDAY, 29 SEP 2015
... executive, distribution marketing and research Paul Rogan added, "This course is purpose-built and the first of its kind for advisers seeking to better serve the needs of Australia's fast-growing retirement segment. "Retirement advice is increasingly ...

Treysta moves $200 million funds under advice into managed accounts

MICHELLE BALTAZAR  |  MONDAY, 28 SEP 2015
The next generation of financial advisers are in an enviable position to offer investment solutions that have long eluded their predecessors. Mark Nagle, executive director at Treysta Financial Life Management, explains how managed accounts have transformed ...

Australian among most influential investment consultants

DARREN SNYDER  |  MONDAY, 28 SEP 2015
... one of only six women on the list and the only Australian consultant featured. Last year John Coombe of JANA Investment Advisers was selected at number eight but has fallen off the 2015 list. Trafford-Walker told the magazine she would most like to work ...

Aussie fintechs sell to grow

DARREN SNYDER  |  FRIDAY, 25 SEP 2015
... to manage your own money." Another digital advice platform, mapmyplan, said it was not attempting to replace financial advisers but rather demystify financial planning. It guarantees never to sell a financial product and goes live in the next month.

Industry funds challenged by lack of in-house advice

LAURA MILLAN  |  FRIDAY, 25 SEP 2015
... more than 20% of their assets in pension mode and "there is already evidence that funds with the largest networks of advisers are attracting the largest number of retirees," the report said. "Those with underweight advice networks are struggling to retain ...

SMSFs impacted by power of attorney rule changes

STAFF WRITER  |  THURSDAY, 24 SEP 2015
... to the rules governing power of attorney in Victoria, which came into force on 1 September, will impact the way SMSF advisers service their clients. The new Powers of Attorney Act 2014 consolidates the enduring power of attorney and enduring power of ...

Midwinter gives Dover discount digital advice

STAFF WRITER  |  THURSDAY, 24 SEP 2015
Midwinter has partnered with Dover Financial Advisers to offer competitive pricing for AdviceOS, its digital advice platform. As reported in Financial Standard in May, AdviceOS is a holistic digital advice solution, which enables clients of AFSLs to ...

AMP offers Adviser Academy course via Griffith

ALEX BURKE  |  THURSDAY, 24 SEP 2015
... Griffith University will now deliver the AMP Adviser Academy program with Horizons to equip Australia's future financial advisers with the foundation knowledge they need to deliver high-quality advice to customers. "We know that flexible study options ...

Many APLs still block managed account usage

STAFF WRITER  |  WEDNESDAY, 23 SEP 2015
Despite the rise and rise of managed accounts, financial advisers still report that APL and AFSL restrictions are the main blockage on more of them getting on board with this new way of administering investments. Financial Standard has just completed ...

Aberdeen beefs up local distribution team

MARK SMITH  |  WEDNESDAY, 23 SEP 2015
... Australian investors. He will also play an active role in supporting our highly regarded overseas equity funds to clients and advisers." In Australia, Aberdeen manages around $17 billion of assets for a range of global and domestic clients including ...