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Showing 5591 - 5600 of 9822 results for "Advisers"

AIA builds team to focus on adviser distribution

LAURA MILLAN  |  WEDNESDAY, 23 SEP 2015
AIA Australia has appointed six members to its distribution team to boost its support resources to advisers. Bruno Santos, Josh Lawrence, Simon Bennett, Reon Botha, Johnny Ng and Deborah Clayton-Ford will be in charge of assisting advisers to grow their ...

UK moves away from annuities: research

DARREN SNYDER  |  TUESDAY, 22 SEP 2015
... from annuities according to UK-based financial researcher Defaqto. In its most recent white paper aimed at financial advisers working with retirement plans, Defaqto said that in Q1 2015, the number of annuities sold was down 72% from 74,100 to 20,600. ...

Spring and DomaCom offer multi-property portfolios

ALEX BURKE  |  TUESDAY, 22 SEP 2015
... fractional property platform. DomaCom had previously been added to Spring's approved product list in July, giving Spring advisers access to the direct fractional investment vehicle, but now Spring has prepared its own multi-property portfolios that clients ...

New faces to lead financial services policy reform

LAURA MILLAN  |  MONDAY, 21 SEP 2015
... reinforcing how the Assistant Treasurer role is often a stepping stone to bigger roles. The Association of Financial Advisers (AFA) national president Deborah Kent thanked Frydenberg for "his accessibility whilst in the role. We wish him well in his ...

More Macquarie advisers flock to Shaw

ALEX BURKE  |  MONDAY, 21 SEP 2015
... explained. "These are all of the highest quality and the business is ensuring that its clients have access to the best quality advisers. The recognised and demonstrated focus on compliance, client service and an independent/non-aligned business model ...

Expect slow "boil" Fed hikes: Hamish Douglass

MARK SMITH  |  FRIDAY, 18 SEP 2015
... chief investment officer Hamish Douglass' view that tightening will be drawn out over many years. Presenting to some 800 advisers at Sydney's Westin Hotel, the manager of the top-performing Magellan Global Fund and chief executive of the $38 billion ...

ASIC bans former NAB-aligned adviser

ALEX BURKE  |  THURSDAY, 17 SEP 2015
... implementation of advice prior to issuing SOAs. "Mr Chong's banning will be recorded on ASIC's register of financial advisers," ASIC's statement said. "[He] has a right to appeal to the Administrative Appeals Tribunal for a review of ASIC's decision. ...

Retirees should expand asset classes

DARREN SNYDER  |  THURSDAY, 17 SEP 2015
... Symposium where Martin Currie Australia chief investment officer, Reece Birtles, said older Australians and their financial advisers need to reconsider the traditional building blocks of retirement portfolios. "Retirees rarely take into account the income ...

AFA announces awards finalists

ALEX BURKE  |  WEDNESDAY, 16 SEP 2015
The Association of Financial Advisers has announced the finalists for its 2015 awards. In partnership with TAL, the Female Excellence in Advice Award finalists are Perspective Financial Services' Esther Althaus, PetersMcKeown's Tricia Peters and NAB's ...

FEATURE - Retirement income: Finding the right path

DARREN SNYDER  |  TUESDAY, 15 SEP 2015
... people who haven't received advice value it very low," Shead says. The research showed investors want to interact with advisers in a variety of ways, underscoring the need for flexible and scalable advice models that cater to both self-directed decision ...