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Showing 41 - 50 of 117 results for "Financial advisors"

Capital Group expands retail sales team

MARK SMITH  |  MONDAY, 1 DEC 2014
... head of Australia Paul Hennessy said. "Capital Group believes in the value of advice. Our goal is to equip financial advisors and retail investors in Australia with investment strategies that will enable them to achieve their personal wealth objectives ...

QSuper number one for member satisfaction

JAMES FERNYHOUGH  |  FRIDAY, 7 NOV 2014
... value, investment performance, fees, overall customer services, overall insurance coverage, access to quality financial advisors, website and financial seminars. From an industry-wide perspective, however, the results were unfavourable, with the industry ...

Janus plays first hand in ETF game

MARK SMITH  |  TUESDAY, 14 OCT 2014
... the customised solutions we can provide to our clients and enabling us to work with the growing segment of financial advisors and institutions focused on these instruments," Janus chief executive Richard Weil said. At the end of September 2014 VelocityShares ...

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 ...