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Showing 5851 - 5860 of 9822 results for "Advisers"

BOQ provides exclusive banking solution to AFA members

ALEX BURKE  |  TUESDAY, 31 MAR 2015
Bank of Queensland subsidiary BOQ Specialist has partnered with the Association of Financial Advisers to deliver a bespoke banking service to members. The service provides a "holistic banking package" which includes a variable fixed home loan allowing ...

Brightstone to provide model portfolios with NetActuary

ALEX BURKE  |  TUESDAY, 31 MAR 2015
... addition to the portfolios, the partnership will create "analytical tools and strategies" delivered through financial advisers, dealer groups, accountants and super funds. According to Brightstone managing director Robert Talevski, the superannuation ...

FIIG launches Amazon-inspired bond platform

MARK SMITH  |  MONDAY, 30 MAR 2015
... system for corporate bonds which simplifies buying and selling bonds in the over-the-counter market. Clients and financial advisers can use the system to browse a range of bonds, access FIIG research on each bond, and place buy or sell requests at any ...

HLB Mann Judd appoints director

DARREN SNYDER  |  MONDAY, 30 MAR 2015
... Kate Blecich as a director in Sydney's business advisory division. Blecich joined the firm of accountants and business advisers in 2011 as business performance improvement manager. She has more than eight years' experience in business performance improvement ...

Treasury starts consultation for higher advice standards

STAFF WRITER  |  FRIDAY, 27 MAR 2015
... released a consultation paper and is calling for submissions on ways to lift the professional standards of financial advisers. "Financial advisers play a very important role in Australia, helping consumers to plan for their retirement, and to manage ...

AFA can't give Trowbridge report "complete support"

ALEX BURKE  |  FRIDAY, 27 MAR 2015
... report's recommendations will likely increase the cost of life insurance for Australians, the Association of Financial Advisers (AFA) cautioned. Specifically, AFA chief executive Brad Fox noted that because the Initial Advice Payment (IAP) proposed in ...

Adviser Ratings revamps website in prep for FAR launch

ALEX BURKE  |  THURSDAY, 26 MAR 2015
... ASIC's first adviser register (FAR), launching at the end of March. The website, which currently has a database of 18,000 advisers, now provides users with further details about planner costs and ownership structures. Advisers can also upload their own ...

Trowbridge releases final report

ALEX BURKE  |  THURSDAY, 26 MAR 2015
... Insurance Advice has been released. Initiated by the Financial Services Council (FSC) and the Association of Financial Advisers (AFA), it was designed as an independent review following the Australian Securities and Investments Commission (ASIC) retail ...

FSC announces life insurance award winners

ALEX BURKE  |  THURSDAY, 26 MAR 2015
... "However, there have also been some breakthrough moments too, where knowledge and understanding has been shared between advisers, licensees and life insurers. I think it's fair to say that a greater understanding of the varying perspectives of these ...

US schools should teach finlit

ALEX DUNNIN  |  THURSDAY, 26 MAR 2015
... federal and state governments explore ways to boost private savings among Americans and introduce fiduciary standards for advisers, a major association has said a more important step is introducing financial literacy training into school curriculum. ...