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Showing 5771 - 5780 of 9822 results for "Advisers"

CFA Societies wants industry professionals to swear oath

MARK SMITH  |  THURSDAY, 21 MAY 2015
... some 2,200 CFA charter holders in professional positions ranging fund managers and analysts to accountants and financial advisers.

NAB upgrades advice compensation program

LAURA MILLAN  |  THURSDAY, 21 MAY 2015
... time, Thorburn argued that NAB's compensation process had various levels of independence and that wrongdoing among its advisers was not widespread.

DST partners UK wealth manager

DARREN SNYDER  |  TUESDAY, 19 MAY 2015
... enterprise data management, and content management capabilities. The product is reported to give wealth managers and advisers access to a suite of products and services via a multi-channel portal that manages all online and mobile content. The UK firm ...

HUB24 and GPS Wealth launch managed accounts platform

MARK SMITH  |  TUESDAY, 19 MAY 2015
... branding and implementing our CAREportfolio investment suite," GPS Wealth managing director Grahame Evans said. "Our advisers now have a modern flexible platform solution that means less paperwork, more transparency and greater control over clients' ...

AIA launches business life insurance benefit

DARREN SNYDER  |  TUESDAY, 19 MAY 2015
... closely with major financial institutions and corporate partners. It offers retail insurance products through financial advisers and a valued network of affinity partners.

AFA looking for next adviser of the year

ALEX BURKE  |  TUESDAY, 19 MAY 2015
The Association of Financial Advisers has partnered with Zurich to launch the 2015 Adviser of the Year and Practice of the Year awards. As a result, the AFA is now searching for advisers who, according to chief executive Brad Fox, it "not only [rates] ...

Netwealth rolls out Model Office improvements

STAFF WRITER  |  TUESDAY, 19 MAY 2015
... non-scaled advice documents are based on adviser feedback. The developments were made over 18 months and involved 20 financial advisers and 16 specialist staff. Simon Micallef, head of netwealth Advice Group, said: "Model Office will continue to evolve ...

Fortnum drops upfront risk commissions

ALEX BURKE  |  MONDAY, 18 MAY 2015
... policy "churning" in the group; rather, the new remuneration structure will ensure a "sustainable insurance industry". "Advisers are price takers not price makers. We don't set the terms for upfront, hybrid or level commissions nor do we set the policy ...

Low-cost super awash with inflows

DARREN SNYDER  |  MONDAY, 18 MAY 2015
... added that SMAs are one of the fastest growing direct investment products. They allow investors, and their financial advisers, to invest directly in a portfolio of shares but with less administration compared with individually owned shares. "They are ...

Morphic added to Macquarie platforms

STAFF WRITER  |  FRIDAY, 15 MAY 2015
... pleased that we are now available to clients who use the full range of Macquarie Wrap options, given the quality of the advisers who use this leading platform," Morphic managing director Jack Lowenstein said. Rory MacIntyre a partner at Winston Capital ...