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Showing 5811 - 5820 of 9822 results for "Advisers"

Cloud-based research platform launched

DARREN SNYDER  |  WEDNESDAY, 29 APR 2015
... platform that learns and adjusts according to user behaviour. An early adopter of the technology is Ballingal Investment Advisers.

Industry meets behind closed doors to fix advice

LAURA MILLAN  |  WEDNESDAY, 29 APR 2015
... bodies met on April 29th to reach a consensus on lifting professional, ethical and education standards for financial advisers. The roundtable is the first of three and will focus on the Parliamentary Joint Committee report, following the inquiry into ...

Advisers Register hits 22k

DARREN SNYDER  |  WEDNESDAY, 29 APR 2015
Within a month of being launched the Financial Advisers Register has added about 3,000 advisers to its list, now providing consumers with an ability to search more than 22,000 in the industry. Australian Securities and Investments Commission (ASIC) ...

FEATURE: Where next for risk advice?

ALEX BURKE  |  TUESDAY, 28 APR 2015
... the Trowbridge Report. What does it say? Initiated by the Financial Services Council and the Association of Financial Advisers, the Trowbridge Review on Retail Life Insurance Advice was designed as an independent review following the Australian Securities ...

Retirement income sector keeps pace with population changes

ALEX BURKE  |  MONDAY, 27 APR 2015
... (38%), industry funds (12%) and annuities (2%). Investment Trends' December 2014 Retirement Planner Report shows that advisers are responding to this growing sector. A third (32%) of participants in the report - based on a survey of 617 financial advisers ...

Lonsec launches modelling tool

MARK SMITH  |  FRIDAY, 24 APR 2015
Lonsec Research has launched a new tool to help advisers model goals and outcomes for individual clients. The 'Goals-Based Analysis (GBA) tool', is backed by actuarial research and allows financial advisers to analyse different investment strategies ...

JPM launches market insights app for advisers

LAURA MILLAN  |  FRIDAY, 24 APR 2015
J.P. Morgan has launched a market insights mobile app that allows advisers to build tailored presentations with charts and economic analysis for their clients. The Insights App includes a guide to markets with charts that illustrate quarterly market ...

AFA calls for adviser leadership

ALEX BURKE  |  FRIDAY, 24 APR 2015
Association of Financial Advisers chief executive Brad Fox has said that advisers and licensees should take leadership roles in "pre-empting" life insurance reforms. Signalling the controversial Trowbridge Report as being the catalyst for self-directed ...

Report confirms failed CBA compensation

LAURA MILLAN  |  THURSDAY, 23 APR 2015
... Despite being under ASIC's surveillance, in 3,452 of the 4,330 cases assessed in the Compensation Program, clients of advisers did not receive any letter notifying them that CBA was conducting an investigation into the advice they received. For the remaining ...

REI Super launches live video advice

LAURA MILLAN  |  THURSDAY, 23 APR 2015
... traditional face to face advice. REI Super members receive advice through the fund's administrator, Mercer. Mercer's financial advisers operate under the licence of Mercer Financial Advice.