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Showing 5951 - 5960 of 9822 results for "Advisers"

Melbourne planner launching crowd-funded positivity campaign

ALEX BURKE  |  THURSDAY, 22 JAN 2015
... owner and AFA member Melinda Houghton is launching Positivity for Planners to raise awareness about the value financial advisers contribute to society. "The simple message is that financial planning is generally a great thing for people, that the minority ...

Advisers closely watching mFund

LAURA MILLAN  |  WEDNESDAY, 21 JAN 2015
Most financial advisers are keeping a close eye on mFund and waiting for the selection of funds to be broader before starting to use it. "We are still watching it, I think it is not at a point where it has reached its critical mass," Visis Private Wealth ...

AdviserLogic launches licensee-to-adviser tech tool

STAFF WRITER  |  WEDNESDAY, 21 JAN 2015
Software provider AdviserLogic has launched a tool to connect licensees and advisers more efficiently. The new services include a Licensee Console that allows advisers to create content, update it and automatically make it available to their planners' ...

Managed accounts boost advice business valuations

ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
New research from Rainmaker reveals that managed accounts are not only enabling advisers to improve their clients' investment outcomes as well as boost their own business' worth, they are enabling new investment managers to enter the market. The research ...

REI Super extends Ibbotson consultancy mandate

MARK SMITH  |  TUESDAY, 20 JAN 2015
... investment advisory, and portfolio management services for financial institutions, superannuation funds, and financial advisers around the world. Ibbotson provides these services in Australia. REI Super is the industry superannuation fund for the real ...

AFA GenXt roadshow connects knowledge and performance

MARK SMITH  |  MONDAY, 19 JAN 2015
The Association of Financial Advisers (AFA) will focus on education and knowledge as a means to drive business and client performance at this year's GenXt National Roadshow. More than 1,500 people are expected to attend the roadshows that are taking ...

Industry waiting on Frydenberg for adviser education guidance

LAURA MILLAN  |  MONDAY, 19 JAN 2015
... Parliamentary Joint Committee on corporations and financial services recommended to raise the minimum qualification for financial advisers and the establishment of a Finance Professionals Education Council (FPEC) to set the standards. It also recommended ...

Sunsuper nabs senior AFA executive

MARK SMITH  |  MONDAY, 19 JAN 2015
The Association of Financial Advisers (AFA) chief commercial officer Anne Fuchs has accepted a role as national manager, retail distribution and advice at Sunsuper. Fuchs was only appointed to the role of COO in August 2014. She set up the matchmaking ...

AFA announces record enrolments for new curriculum

ALEX BURKE  |  THURSDAY, 15 JAN 2015
The Association of Financial Advisers (AFA) has announced record numbers of advisers applying for its masters-level Fellow Chartered Financial Practitioner (FChFP) designation. According to AFA chief executive Brad Fox, the FChFP curriculum has been ...

Lonsec rolling out cloud-based practice management tool

ALEX BURKE  |  THURSDAY, 15 JAN 2015
... practice management software suite. Offered free to clients, FrontOffice is designed to streamline the admin process for advisers by allowing rapid consolidated reporting, instant contract note regeneration, and bulk email capabilities. Rolling-out of ...