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Showing 5681 - 5690 of 9822 results for "Advisers"

InvestSMART launches free robo-advice tool

ALEX BURKE  |  THURSDAY, 23 JUL 2015
... could be seen as augmenting financial advice rather than replacing it. "We've been in talks with a number of financial advisers about it. The service is strictly about asset allocation. It's worth noting that post-FoFA, the majority of consumers - the ...

Accountants flood independent licensee

LAURA MILLAN  |  THURSDAY, 23 JUL 2015
... valuation of their practices," Holman said. GPS Wealth currently provides licensing and dealer services to over 100 financial advisers and 70 accountancy firms nationally.

Singapore looks to Australia on risk reforms

ALEX BURKE  |  THURSDAY, 23 JUL 2015
... Culture, Community and Youth Lawrence Wong said these countries' reforms helped to "better align the interests of financial advisers and their representatives with those of their customers" and "better [protected] consumers." Similar to the Life Insurance ...

Insurance advisers focusing on client segmentation

ALEX BURKE  |  WEDNESDAY, 22 JUL 2015
... management - they tend to deliver the highest revenue gains via client referrals. "Overall, the results indicate that advisers appear to be managing all clients uniformly and not addressing the specific needs of each client segment," AIA Australia chief ...

Advisers to remain at centre of CBA: Narev

MARK SMITH  |  WEDNESDAY, 22 JUL 2015
... forces of digitisation are starting to mature, we believe that people are going to want to sit face-to-face with our advisers," he said. "People are going to want to walk into our branches. That's why we have enhanced trading standards for our financial ...

Perpetual, TAL advisers join independent firm

LAURA MILLAN  |  WEDNESDAY, 22 JUL 2015
A non-aligned Sydney advice firm has hired two financial advisers who were previously at Perpetual Private and TAL. Manly Financial Services (MFS) is aiming to maintain the current client growth of 30%, following the purchase of Augeo Wealth Management ...

Ipac head of technical services joins Perpetual

LAURA MILLAN  |  WEDNESDAY, 22 JUL 2015
... responsible for leading the strategic advice team, which delivers training and technical support to a team of nearly 50 advisers. This includes providing advice across tax, superannuation, insurance, succession planning, aged care, asset protection ...

NSW Advisers Big Day Out kicks off next week

STAFF WRITER  |  WEDNESDAY, 22 JUL 2015
Registrations for the Financial Standard's NSW Advisers Big Day Out Investment Manager Roadshow are closing soon. The country's leading fund managers, including Altair Asset Management, Auscap Asset Management, Insync Funds Management, La Trobe Financial ...

Advice firm pays penalty for misleading claims

MARK SMITH  |  TUESDAY, 21 JUL 2015
... since issued infringement notices to the likes of NAB, AMP and BT as well as a number of smaller SMSF administrators and advisers. "Making appropriate investment decisions is one of the most important responsibilities of SMSF trustees. ASIC is determined ...

AFA tweaking life insurance framework

ALEX BURKE  |  TUESDAY, 21 JUL 2015
The Association of Financial Advisers is refining aspects of the Life Insurance Framework developed jointly with the Financial Planning Association of Australia (FPA) and Financial Services Council (FSC). The three industry associations reached consensus ...