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Showing 41 - 50 of 114 results for "Financial Advisors"

Mercer reveals confronting life expectancy research

MARK SMITH  |  TUESDAY, 19 AUG 2014
... longer, and think more about healthcare and aged care.A There are ramifications for super funds, employers, financial advisors and health care providers and insurers."

Midwinter pairs AdviceOS with online accounting platform

MARK SMITH  |  WEDNESDAY, 27 NOV 2013
... online accounting platform Xero Cashbook. Midwinter said this combination of software "in the cloud" will enable financial advisors to oversee their clients' accounts more efficiently and help the clients manage their cashflow anywhere, anytime. Both ...

ETF market closes in on $9 billion milestone

MARK SMITH  |  FRIDAY, 6 SEP 2013
... which they couldn't previously access easily. "We are also seeing a significant increase in the use of ETFs by financial advisors as a result of the Future of Financial Advice reforms (FoFA)," he explained. Zenith senior investment analyst Dugald Higgins ...

Less than 1% of AusSuper members seek advice

JAMES FERNYHOUGH  |  THURSDAY, 15 AUG 2013
... moment only a tiny proportion of members are seeing the benefits of this. In a speech to the Association of Financial Advisors (AFA), Industry Super Network (ISN) chief executive David Whitely said AustralianSuper expects to issue 20,000 pieces of advice ...

COIN mulls Revex acquisition

LAURA MILLAN  |  FRIDAY, 19 JUL 2013
... the Revex software on an exclusive basis for Rubik Wealth's customers, including institutions, independent financial advisors (IFAs) and industry superannuation funds, as well as non-exclusive rights for other customers. If both companies reach an agreement ...

ASIC bans Gateway Financial adviser permanently

LAURA MILLAN  |  MONDAY, 8 JUL 2013
... However, he Doyle has the right to appeal to the Administrative Appeals Tribunal. Doyle was employed by Gateway Financial Advisors and was an authorised representative of Titanium Planners from December 2009 to September 2011. Between September 2010 ...

CleverSuper launches SMSF platform

LAURA MILLAN  |  MONDAY, 3 JUN 2013
... individual fund set up, full SMSF administration and annual audits. "By offering a level of free access to financial advisors, SMSF investors will see the value of advice, without being out of pocket, which will increase SMSF trustee engagement with ...

LGBT wealth management market worth $3trn

MARK SMITH  |  TUESDAY, 21 MAY 2013
... power of $3tn. In December last year US wealth manager Morgan Stanley announced an LGBT initiative providing financial advisors with wealth planning tools, business development and marketing resources designed specifically for LGBT prospects and clients. ...

AQR Global Risk Premium Trust opens to retail investors

MARK SMITH  |  TUESDAY, 14 MAY 2013
... investment of $25,000. The changes make them suitable for use on Australian platforms, for distribution through financial advisors or directly to investors. The trust, which is domiciled and registered in Australia, was launched to institutional investors ...

Superfund Wholesale's new tool cuts SMSF set-up to 20 mins

MARK SMITH  |  WEDNESDAY, 1 MAY 2013
... super fund (SMSF) administrator Superfund Wholesale has launched a new cloud-based application designed to help financial advisors establish an SMSF in less than 20 minutes. The new iSystem application was designed create a closer collaboration between ...