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Showing 5791 - 5800 of 9822 results for "Advisers"

Retirees can increase their withdrawal rate: Milliman

DARREN SNYDER  |  MONDAY, 11 MAY 2015
... sustaining that model drops in to the mid-70s "and you're not really comparing like for like." "There might be people and advisers out there willing to accept a little more risk of not maintaining that withdrawal rate and there might be a number of reasons ...

Midwinter unveils digital advice platform

ALEX BURKE  |  FRIDAY, 8 MAY 2015
... automatically assume that we're just building the investment side of it, and that's not the case at all." She added that advisers shouldn't consider this kind of software a threat to their profession - instead, it can be used to access a largely untapped ...

Banking and super groups back parliamentary recommendations

DARREN SNYDER  |  FRIDAY, 8 MAY 2015
... an independent standards setting body to set and monitor the higher education and professional standards for financial advisers. As part of the ABA's submission it says the major banks are willing to contribute funding to support the establishment and ...

CML launches $25m corporate bond issue

LAURA MILLAN  |  THURSDAY, 7 MAY 2015
... group has launched a $25 million unrated bond issue targeting private investors, self-managed super funds (SMSFs) and advisers. The corporate bond issue is arranged by FIIG Securities and has a minimum initial investment of $50,000. The bonds will be ...

Robo advice questions still unanswered

DARREN SNYDER  |  TUESDAY, 5 MAY 2015
... makes sense from a company's cost reduction point of view but more work needs to be done to reach wide markets. "Robo advisers are very targeted at accumulators, people who are in the on-demand economy, who use the smart phone and want to buy everything ...

FPA proposes risk commission cap

DARREN SNYDER  |  TUESDAY, 5 MAY 2015
... for a week and will form the FPA's official response to the government. At the same time, the Association of Financial Advisers (AFA) president Deborah Kent outlined the organisation's position in a letter sent to members. "We are encouraging advisers ...

Advice industry faces insurance quandary

ALEX BURKE  |  MONDAY, 4 MAY 2015
... unregistered funds or managed investment schemes, it's going to add to the premium." However, Euvrard (whose business assists advisers in setting up AFSLs) added that in many cases it comes down to finding the 'right' insurance broker. "Many of them ...

BTFG posts solid result

MARK SMITH  |  MONDAY, 4 MAY 2015
... grown to $8.7 billion FUA since launching in October 2011. BT Panorama has attracted over $1 billion in FUA from 1,000 advisers. There is also over $100m in BT Wholesale Plus funds. "We are particularly pleased our new wealth operation system, BT Panorama ...

CFS reveals retirement income strategy

LAURA MILLAN  |  MONDAY, 4 MAY 2015
... annuities available through its First Choice and First Wrap platforms later this year as part of a broader strategy to allow advisers to build retirement portfolios for clients. CFS general manager of retirement Nicolette Rubinzstein said that Challenger ...

Australian advisers court Chinese investors

ALEX BURKE  |  MONDAY, 4 MAY 2015
The Asia Pacific Stock Exchange has partnered with AIMS Financial Group to host 200 Australian financial advisers in China in a series of meetings with Chinese investors, institutions and regulators. The advisers, sourced from the Association of Independently ...