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Showing 5941 - 5950 of 9822 results for "Advisers"

Industry insurance report to focus on advice remuneration model

LAURA MILLAN  |  FRIDAY, 30 JAN 2015
The final report by the Financial Services Council (FSC) and the Association of Financial Advisers (AFA) life insurance working group will largely focus on risk advisers' remuneration structures. The report is expected to be completed before March 31 ...

Asset owners throwing money away in hidden fees

MARK SMITH  |  THURSDAY, 29 JAN 2015
... the costs that drag down the performance of existing portfolios, without trying to change asset allocation or preferred advisers, investment managers, brokers, custodians and other intermediaries," explained Staub. The company earns nothing unless it ...

Centuria partners with Mason Stevens to deliver credit bond

ALEX BURKE  |  THURSDAY, 29 JAN 2015
... partnerships with like-minded independent investment professionals such as Mason Stevens as the way of the future. This enables advisers to match the investors risk profile to appropriate product structure across accumulation and retirement phases." ...

Separate risk advisers from other planners: Synchron

LAURA MILLAN  |  THURSDAY, 29 JAN 2015
... insurance policy has more in common with car insurance policies than with an investment portfolio and therefore risk advisers should be kept separate from other financial planners, Synchron director Don Trapnell argued. "For some reason, risk products ...

Smarter Money Investments added to BT Wrap

STAFF WRITER  |  WEDNESDAY, 28 JAN 2015
... Investments (SMI) flagship cash fund has been added to the BT Wrap Platform and is now available on six other platforms for advisers and their clients inside and outside superannuation. The Yellow Brick Road (YBR) funds management business rebranded ...

FPA deal with Cbus sparks super fund interest

LAURA MILLAN  |  TUESDAY, 27 JAN 2015
... association made public a similar deal with Sunsuper in November 2014, with the first referrals expected to start this month. Advisers eligible for the program must work for practices with over 50% of certified financial planners (CFP) and 75% of FPA ...

Bellmont to offer SMAs through Hub24

ALEX BURKE  |  TUESDAY, 27 JAN 2015
... Hub24 because of "the growth they have gone through over the last few months. They've been winning over a large number of advisers, managers and they have seen huge growth in their [funds under management]." Bellmont intends to add its SMA portfolios ...

Advisers help construction workers build their wealth

LAURA MILLAN  |  FRIDAY, 23 JAN 2015
... super fund Cbus. FPA chief executive Mark Rantall labelled the deal "outstandingly successful." He said that the 50 FPA advisers that joined the program have had a total of 600 referrals since October 2013, "way beyond our expectations," Rantall said. ...

Bennelong appoints new distribution director

ALEX BURKE  |  FRIDAY, 23 JAN 2015
... under management. She will be based in the firm's Melbourne offices. "Holly's extensive experience and understanding of advisers' needs makes her a valuable addition to the team. Bennelong is undergoing an exciting phase of growth and we are confident ...

AMP's Hillross crowns best advisers

LAURA MILLAN  |  THURSDAY, 22 JAN 2015
AMP-owned financial planning firm Hillross has handed out its Adviser of the Year, New Adviser of the Year and Firm of the Year awards at a ceremony this week. Sydney planner David Kennedy was crowned Adviser of the Year for his ability to "set meaningful ...