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Showing 5781 - 5790 of 9822 results for "Advisers"

Advice not just compliance: Centrepoint

ALEX BURKE  |  FRIDAY, 15 MAY 2015
Centrepoint Alliance chief executive John de Zwart has called out advisers who focus on regulatory compliance without considering client satisfaction. He argued that licensees and practices are obsessed with "[their] own processes rather than the needs ...

ASIC seeks more bans in SMSF advice crackdown

ALEX BURKE  |  FRIDAY, 15 MAY 2015
... saying that he "fully supports ASIC's crackdown on dodgy property and other investment schemes promoted by unlicensed 'advisers'." "Setting up a self-managed fund as a vehicle to borrow money for dubious investment 'get rich quick' schemes that leave ...

Equity Trustees appoints WA estate planning lawyer

STAFF WRITER  |  THURSDAY, 14 MAY 2015
... changing demographic the quality of service that Equity Trustees prides itself on," Hacker said. "In particular, financial advisers must increasingly respond to the demands of Australia's ageing population as well as the changing requirement of blended ...

New initiative to improve women's economic health

DARREN SNYDER  |  THURSDAY, 14 MAY 2015
... financial skills and expertise with women participants. All participants will complete a personal financial review, and FPA advisers will discuss key investing principles and participate in a Q&A session as part of a panel of financial service professionals. ...

Review portfolios in global bond market sell-off

DARREN SNYDER  |  WEDNESDAY, 13 MAY 2015
... fall-out, or periods of heightened market turmoil, there will always be opportunities for investors and it's up to financial advisers to seek out the right ones for their clients." Green added bonds have had an overdue correction in some countries, whilst ...

ISA and AIST want changes to professionalism model

DARREN SNYDER  |  WEDNESDAY, 13 MAY 2015
... academic and industry representatives." Both superannuation representative groups say the potential of ASIC's Financial Advisers Register can be harnessed "as a vehicle to ensure compliance with higher standards." "The financial planning industry will ...

Age Pension under the spotlight in tonight's budget

LAURA MILLAN  |  TUESDAY, 12 MAY 2015
... largely on Age Pension reforms that will likely require changes in the approach that the superannuation industry, financial advisers and professional investors take to design retirement strategies. Prior to the release of the Budget tonight, Federal ...

China exposure best through Australia: BlackRock

LAURA MILLAN  |  TUESDAY, 12 MAY 2015
... government bonds, deputy chief investment officer of fundamental fixed income Scott Thiel said. Speaking to an audience of advisers and professional investors in Sydney, London-based Thiel confirmed: "Where we play China is in Australia." Mentioning ...

SEC and FINRA issue robo warning

ALEX DUNNIN  |  TUESDAY, 12 MAY 2015
... warning to investors regarding what it calls 'automated investment tools,' a group of web-based tools that include robo-advisers. The warning, prepared by the SEC's Office of Investor Education and Advocacy (OIEA) and the Financial Industry Regulatory ...

Barrett in buyout mode, acquires CBA firm

LAURA MILLAN  |  MONDAY, 11 MAY 2015
... of these shares over the next 10 years, Azimut confirmed. AZ NGA's first acquisition will bring under its umbrella 11 advisers and $520 million in assets under management across Sydney and Brisbane. Azimut Luxembourg sub-holding company AZ International ...