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Showing 5861 - 5870 of 9822 results for "Advisers"

Degrees don't ensure good financial advice

ALEX BURKE  |  WEDNESDAY, 25 MAR 2015
The FSI recommendation for advisers to hold a "relevant tertiary degree" in order to raise minimum competency standards will not ensure good advice and may drive established advisers out of the system, according to Australian Institute of Company Directors ...

Macquarie to close Risk Advice Specialists

ALEX BURKE  |  MONDAY, 23 MAR 2015
... other licensees outside of Macquarie's financial advice business. Risk Advice Specialists was launched in 2012 with six advisers recruited from Patronus Risk Specialists. It focused on life, trauma and disablement cover and estate planning advice. "We ...

Mercer becomes first FPA accredited salaried firm

LAURA MILLAN  |  MONDAY, 23 MAR 2015
... after rigorous screening. Mercer financial advice leader for the Pacific market Michelle Smith said: "65% of Mercer's advisers are Certified Financial Planners (CFPs) compared to the 45% industry certification level and 95% of our advisers have a university ...

Abuse of reporting rules widespread: Medcraft

MARK SMITH  |  MONDAY, 23 MAR 2015
... powers and gathered "substantial information." "We are now looking at how NAB identified and then dealt with problem advisers. We will also consider how they conducted remediation and whether they should have reported misconduct to ASIC."

Solid growth in ING DIRECT super business

MARK SMITH  |  MONDAY, 23 MAR 2015
... months to 31 December 2014, an increase of 9.4% on the previous year. "2014 was the year that we brought Living Super to advisers and this has definitely bolstered our growth. Customers have responded to Living Super's key features of transparency, control ...

AMP launches goals-based investment site

STAFF WRITER  |  THURSDAY, 19 MAR 2015
AMP Capital has launched a website to assist financial advisers in their conversations with clients about how to achieve their goals through different investment strategies. The site helps advisers identify the client's goals, risks and priorities. ...

BT adds managed funds to platform

LAURA MILLAN  |  THURSDAY, 19 MAR 2015
... Panorama investment platform, which in the future will also offer individual equities and advanced portfolio management for advisers. BT Managed Portfolios will offer advisers and their clients a simple way to access shares, managed funds and cash through ...

Affinia develops life insurance advice tool

ALEX BURKE  |  THURSDAY, 19 MAR 2015
Dealer group Affinia Financial Advisers has unveiled The Strategic Advice Cashflow Tool, software designed for delivering "best interest"-compliant life insurance advice. Affinia's tool comprises a "needs analysis and cashflow calculator" and forms ...

Advisers need to provide multi-pronged services

ALEX BURKE  |  THURSDAY, 19 MAR 2015
... occasionally - limited advice may not be as one-off as the industry expects." Which is a good reason, Choi argued, for advisers to diversify their value proposition to allow clients to transition from limited to comprehensive advice over time. "Financial ...

Legg Mason Brandywine fund awarded top rating

MARK SMITH  |  WEDNESDAY, 18 MAR 2015
... highest rating from one of Australia's leading research houses.A We believe Legg Mason has a compelling solution for advisers seeking to position their clients ahead of the curve in global fixed income, and pleasingly the Fund's performance track record ...