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Showing 5621 - 5630 of 9822 results for "Advisers"

New SMSFs slowing as boomers retire

ALEX BURKE  |  MONDAY, 7 SEP 2015
... administrative errors. A service like this, he argued, mitigates this by streamlining everything and increasing accessibility to advisers. "The big thing we need to be conscious of is adviser channels and that the process is simple and easy for financial ...

Affinia announces adviser award winners

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... announced the winners of its 2015 Adviser Awards. Targeted at recognising the professional achievements of Affinia's risk advisers, the awards are split into four categories. The first, Adviser of the Year, was won by Franc Mark Sterling's Lachlan Baker. ...

ANZ restructures advice licensees

LAURA MILLAN  |  FRIDAY, 4 SEP 2015
... after over two years as chief executive at Millennium3. He was previously chief executive of the Association of Financial Advisers (AFA) for seven years. FSP general manager Matt Brown has been appointed general manager for both dealer groups and in ...

BT develops digital learning tool for advisers

STAFF WRITER  |  FRIDAY, 4 SEP 2015
Advisers licensed under one of BT's dealer groups will be able to undertake their education programs through a digital learning channel. The BTGL Learning Channel has digitalised professional development days and it tailors education programs to their ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... in managed accounts, along with the Future of Financial Advice reforms. He argues that these have created pressure on advisers to become more specialised and prove their ability to actively manage client portfolios. "The problem is," he says, "under ...

Australian Unity acquires four practices

ALEX BURKE  |  WEDNESDAY, 2 SEP 2015
... brings the total number of financial planning practices under the Australian Unity licence to 101, and the total number of advisers to 183. Although the four new practices have not been named, the company's statement said they are "spread across four ...

Best Practice Managed Accounts Forum 2015 registrations open

MARK SMITH  |  TUESDAY, 1 SEP 2015
... Forum 2015, which will be held in Sydney on October 8. The one-day professional learning program is designed to inform advisers and other attendees about how managed accounts can assist them in their advice practice. Taking place at Sydney's Shangri ...

Planners ready for Trowbridge

ALEX BURKE  |  MONDAY, 31 AUG 2015
... implemented, according to Investment Trends research. The June 2015 Planner Risk Report suggests most (roughly 75%) financial advisers believe the Trowbridge reforms will be implemented to a certain extent, and are therefore reducing their dependence ...

HUB24 sees 3000% profit boost

ALEX BURKE  |  MONDAY, 31 AUG 2015
... delivering valuable improvements to our platform," said HUB24 managing director Andrew Alcock. "Our focus on innovating for advisers and their clients to provide the very best platform technology is validated by our rapid growth and exceptional industry ...

Record IOOF inflows

STAFF WRITER  |  FRIDAY, 28 AUG 2015
... exposure to volatile institutional funds flow. "Our integrated service offering and strong relationships with quality advisers are delivering organic growth. We are reinvesting to support this continued growth with a targeted investment in IT development ...