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Showing 5901 - 5910 of 9822 results for "Advisers"

Futuro ends AMP buyout deal

LAURA MILLAN  |  THURSDAY, 26 FEB 2015
... announced played a major part in both parties deciding to end the ownership deal." Futuro will continue to support its advisers through AMP-owned Jigsaw Support Services. "We believe that this is the best outcome for all parties involved, and will give ...

ClearView surpasses 200 adviser milestone after merger

LAURA MILLAN  |  WEDNESDAY, 25 FEB 2015
ClearView reported having 216 financial advisers under its license, following the merger with Matrix Planning Solutions in October. ClearView's net profit after tax was $9.9 million for the six months to December 2014, which represents a 9% growth from ...

UBS joins mFund

ALEX BURKE  |  WEDNESDAY, 25 FEB 2015
... network covering their own broking clients and, importantly, a number of third-party intermediaries which have their own advisers and investors. mFund allows these participants to tap into cost-effective asset allocation and portfolio opportunities covering ...

ClearView calls for life insurance industry crackdown

ALEX BURKE  |  TUESDAY, 24 FEB 2015
... The latter point is important, the statement continued, because the concept of "commissions" is stigmatic and prevents advisers from effectively explaining their value proposition to clients. The statement also argued that "significant" changes to adviser ...

NAB chief executive outlines misconduct policy changes

ALEX BURKE  |  TUESDAY, 24 FEB 2015
... adviser dismissals and "[review] all files and [write] to all customers." NAB will also be reviewing the files of the 37 advisers it dismissed over the past five years. "This is going to be an ongoing, long journey that we're committed to completing ...

Westpac, Count on ASIC radar over complex product advice

LAURA MILLAN  |  TUESDAY, 24 FEB 2015
... recommended. For HSBC, ASIC found that where the scope of advice was restricted to a single HSBC structured product, advisers had obtained little or no information about clients' relevant personal circumstances. A review of a sample of relevant client ...

Advisers add 3% returns for clients: Vanguard

LAURA MILLAN  |  TUESDAY, 24 FEB 2015
Australian financial advisers can add about 3% in net returns for their clients by focusing on key wealth management topics such as asset allocation, behavioural coaching and cost-effective implementation. Vanguard's research uses data to examine six ...

Providers boost adviser access to managed accounts

LAURA MILLAN  |  TUESDAY, 24 FEB 2015
Financial advisers' access to separately managed accounts (SMA) more than doubled in the past year which could open the floodgates to wider uptake of the structure, the latest Investment Trends report said. Advisers who said their most-used platform ...

NAB denies failing advice clients

ALEX BURKE  |  MONDAY, 23 FEB 2015
... to media allegations of professional misconduct. After Fairfax Media published reports suggesting "forgery" and "rogue advisers" were rife within NAB's financial advice arm, NAB Wealth group executive Andrew Hagger said in a statement, "When we identify ...

UBS launches ethical ETFs

ALEX BURKE  |  MONDAY, 23 FEB 2015
... over their investment portfolios. "These funds have been brought to market in response to continued demand from clients, advisers and institutions for access to global index-based investment solutions with an ethical philosophy," he said. "The hypothesis ...