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Showing 5891 - 5900 of 9822 results for "Advisers"

Advice M&A activity set to soar in 2015

LAURA MILLAN  |  MONDAY, 9 MAR 2015
... period," Forte Asset Solutions said in its market commentary for 2014. The company, run by Steven Prendeville, assists advisers and dealer groups who want to buy or sell their businesses. Prendeville noted that two years of regulatory uncertainty around ...

Netwealth launches global stocks trading service

LAURA MILLAN  |  FRIDAY, 6 MAR 2015
Netwealth and Citi have partnered to launch an international securities trading service that allows advisers to trade global stocks on behalf of their investment and superannuation clients. The Global Market Access service allows advisers to place trades ...

NAB to face Senate grilling over advice scandal

LAURA MILLAN  |  FRIDAY, 6 MAR 2015
... calls for a Royal Commission into financial planning and the inappropriate selling of financial products by financial advisers. "We have been in contact with a range of banks, but today is about NAB and about what went on, what's going on and what they ...

What becomes of the broken hearted?

TREVOR HARRIS  |  FRIDAY, 6 MAR 2015
... his will. Clearly, the will would need to be amended in contemplation of divorce to reflect the husband's new wishes. "Advisers have a duty of care to bring to a couple's attention issues such as revising wills, altering super death benefit nominations ...

US fiduciary reforms will rock pension funds

ALEX DUNNIN  |  THURSDAY, 5 MAR 2015
... information on SIFMA's website notes that the DOL reform will expand fiduciary responsibilities from actual personal advisers to also include 401(k) and Investment Retirement Accounts (IRA) providers. In comments that mirror the reaction in Australia ...

XPLAN is top-rated financial planning software

ALEX GAMBOTTO-BURKE  |  WEDNESDAY, 4 MAR 2015
... the compliance functionality in their planning software. "The use of workflow based compliance benchmarking requires advisers to use much more of their applications than just produce SOA documents," Webster continued. "Aligning compliance with increased ...

Two advisers join Koda Captial as partners

MARK SMITH  |  TUESDAY, 3 MAR 2015
Newly formed private wealth management firm Koda Capital has appointed two key advisers. Ben Andreou, former director and adviser to a number of high net worth clients in the private clients business of PricewaterhouseCoopers Sydney, has joined as director ...

BetaShares funds now available on AMP platforms

ALEX BURKE  |  TUESDAY, 3 MAR 2015
... FTSE RAFI Australia 200 ETF, S&P 500 Yield Maximiser Fund and Australian High Interest Cash ETF are now accessible to advisers using AMP-owned platforms. "The inclusion of these four funds on the AMP platforms demonstrates growing adviser demand for ...

Advisers scramble to gather ASIC register data

LAURA MILLAN  |  MONDAY, 2 MAR 2015
Financial advisers and dealer groups are in "a scramble to be ready" for the March 31 deadline to submit information to the public register of financial advisers, Veda head of wealth Mark Hoven said. Hoven told Financial Standard that advisers and licensees ...

Advisers need to spell out actual retirement outcomes

ALEX BURKE  |  THURSDAY, 26 FEB 2015
Clients need to understand what kind of retirement income their superannuation savings will allow, according to NAB Wealth general manager of retirement solutions Andrew Barnett. Speaking at the MLC Investment Trends 2014 Retirement Income Report roundtable ...