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Showing 6091 - 6100 of 9822 results for "Advisers"

Poor advice forces changes to SMSF practice

LAURA MILLAN  |  THURSDAY, 2 OCT 2014
... recommendation on the practice's advice. The practice will also write to all clients who may have received poor advice, require advisers to undertake additional training, require advisers who provide SMSF advice to complete specialist SMSF training ...

Lifeplan appoints national BDM

STAFF WRITER  |  WEDNESDAY, 1 OCT 2014
... role of national business development manager. The position was created in response to increased demand from financial advisers for investment bonds. Bird was most recently business development manager, Victoria and Tasmania, with Lifeplan Funds Management. ...

AAP adds five boutique firms in a month

LAURA MILLAN  |  MONDAY, 29 SEP 2014
... Associated Advisory Practices (AAP) has seen five boutique licensees join in August, and an increase in inquiries from advisers looking to move away from institutions. AAP now services more than 200 licensees with about 900 authorised representatives ...

YBR Funds Management rebrands, launches new fund

JAMES FERNYHOUGH  |  MONDAY, 29 SEP 2014
... independent business that is emerging as the cash and fixed-income supplier of choice for many independent financial advisers, institutions and high net worths. We are also now seeing a number of corporations use the fund as a mid-term treasury solution. ...

OneVue re-signs IMAP sponsorship

STAFF WRITER  |  FRIDAY, 26 SEP 2014
... service David Storm said that the range and complexity of products in the managed accounts space can be daunting for advisers. Many advisers struggle with managed accounts as they don't have experience with them, but those who do, say more transparency ...

FEATURE: Quenching the thirst for income

MARK SMITH  |  FRIDAY, 26 SEP 2014
... call-to-arms, compelling them to design holistic, diversified income products for retirees. In the meantime, investors and their advisers are left to do the hard yards themselves, building portfolios from their superannuation savings pot which will see ...

FSC advice regulation plan leaves AMP cold

LAURA MILLAN  |  THURSDAY, 25 SEP 2014
... Competency Standards Board (ACSB) to oversee the development of competency standards, adviser education and the register of advisers has stirred controversy among industry stakeholders. While AMP has seemingly rejected the idea, NAB wealth group executive ...

FPA rejects FSC adviser regulation plans

ALICE URIBE, LAURA MILLAN  |  WEDNESDAY, 24 SEP 2014
... Competency Standards Board (ACSB), to oversee the development of competency standards, adviser education and the register of advisers. The proposed board would include representatives from industry participants such as the Australian Securities and Investments ...

Dover in search of compliance staff

LAURA MILLAN  |  TUESDAY, 23 SEP 2014
Dealer group Dover Financial Advisers has appointed a new executive to the compliance team and identified the need for at least two more to accommodate advice firms' growth. According to the latest Rainmaker Advantage report from March 2014, Dover is ...

ASIC bans former Synchron adviser

STAFF WRITER  |  TUESDAY, 23 SEP 2014
... clients and ensure they are in an informed position when accepting his advice. ASIC is focused on removing financial advisers whose behaviour undermines confidence and trust in the advice industry." ASIC said that Irwin has the right to appeal to the ...