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Showing 5691 - 5700 of 9822 results for "Advisers"

Retiring 'comfortably may require 3 income building blocks: Legg Mason

PROMOTED BY LEGG MASON  |  TUESDAY, 21 JUL 2015
Advisers may have to recalibrate 'safe' retirement income portfolios in a world of low interest rates - and that may mean blending equity, real and fixed income. That's because when you consider the five-year rate on a typical annuity or term deposit ...

New SMAs at MLC increasing exponentially

DARREN SNYDER  |  TUESDAY, 21 JUL 2015
... The recent JBWere/Investment Trends SMA Report 2015 highlighted the increasing use of SMAs, with one in five financial advisers now using an SMA for a portion of their clients' investments. MLC general manager retail wealth platforms, Kathy Vincent ...

Findex life insurance goes commission-free

ALEX BURKE  |  MONDAY, 20 JUL 2015
... recommend commission-free life insurance policies. As per the recommendations provided by the Association of Financial Advisers (AFA), Financial Planning Association (FPA) and Financial Services Council (FSC) in June, life insurers are now developing ...

SPECIAL REPORT: Let's talk about managed accounts

... industry was arguably lumbering along. Financial Standard ran a readership survey last year which found the main reason advisers do not offer managed accounts is due to "lack of client interest". Yet an adviser focus group, pulled from the same sample ...

IFAs to benefit from ASIC SME focus

ALEX BURKE  |  FRIDAY, 17 JUL 2015
... Australian Financial Services Licensees (AFSLs), improvements to SME registration services will impact the growing number of advisers looking to start their own business. "We are considering introducing live web chat in the coming year, which will increase ...

SMSF direct property investment jumps 60pct

MARK SMITH  |  FRIDAY, 17 JUL 2015
... has recommended banning LRBAs, a move which was drawn criticism from industry quarters. The Association of Financial Advisers dubbed a potential ban "draconian" at the SMSF Association Annual Conference back in February. At the same conference, AMP SMSF ...

Nikko AM appoints head of private wealth

LAURA MILLAN  |  FRIDAY, 17 JUL 2015
... Management Australia has appointed a head of private wealth to oversee the firm's relationships with independent financial advisers. Naomi Finnigan joins Nikko AM from Mason Stevens, where she was director of distribution and adviser services. Prior ...

Adviser Ratings provides planner endorsements

ALEX BURKE  |  THURSDAY, 16 JUL 2015
Consumer-driven adviser review website Adviser Ratings has added the ability for advisers to endorse each other on the platform. The review service, which was recently revamped to make use of ASIC's Financial Adviser Register, added the planner endorsement ...

Annuities to become more competitive

DARREN SNYDER  |  WEDNESDAY, 15 JUL 2015
... Bank general manager retirement, Nicolette Rubinsztein, said the demand hasn't been there. "The market and financial advisers all really like account-based pensions - the flexibility and the control. But the reality is when balances are small, going ...

Advisers should beware industry "frenemies"

ALEX BURKE  |  WEDNESDAY, 15 JUL 2015
Advisers should master digital communications channels before they lose business to other industries, according to Association of Financial Advisers chief executive Brad Fox. Speaking in Sydney at the launch of the AFA/Zurich/Beddoes Institute white ...