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Showing 6101 - 6110 of 9822 results for "Advisers"

Tight regulation getting in the way of digital advice: Minter Ellison

LAURA MILLAN  |  MONDAY, 22 SEP 2014
Advisers are being prevented from using sophisticated online tools to provide tailored information to their clients due to tight regulation, and instead can only use simple tools, Minter Ellison said. "While [the Australian Securities and Investments ...

ASX mFund yet to attract major brokers

JAMES FERNYHOUGH  |  MONDAY, 22 SEP 2014
... recently launched an advertising campaign for mFund and is planning an mFund road show for retail investors and their advisers in October.

Arnhem IM appoints senior BDM

LAURA MILLAN  |  FRIDAY, 19 SEP 2014
... employed as a business development manager for Asgard Wealth Solutions, managing relationships with independent financial advisers, dealer groups and private banks, and prior to that, was responsible for relationships with key dealer groups as a business ...

Guardian and Asteron help launch pro bono adviser service

ALICE URIBE  |  FRIDAY, 19 SEP 2014
Guardian Advice and Asteron Life have joined together with a network of financial advisers to launch Claims Aid, a service to provide pro-bono claims assistance on life and disability policies. Peter Kaleta, a principal adviser at Life Shield and founder ...

ASIC reviews FoFA progress

JAMES FERNYHOUGH  |  THURSDAY, 18 SEP 2014
... its review on the implementation of FoFA, ASIC also found little change in the ownership model, with the majority of advisers still affiliated to financial services product providers. However, ASIC said a number of AFS licensees had reported an increase ...

SMSF borrowers should be forced to seek advice: AFA

LAURA MILLAN  |  THURSDAY, 18 SEP 2014
... into a limited recourse borrowing arrangement should be forced to seek financial advice, the Association of Financial Advisers (AFA) said. In its submission to the Financial System Inquiry (FSI), the organisation said it was supportive of the trustees' ...

Netwealth grows distribution team with new hires

LAURA MILLAN  |  WEDNESDAY, 17 SEP 2014
... based in the head office in Melbourne. The appointments follow a significant increase of flows from independent financial advisers and private client firms for the last financial year. Netwealth experienced a 35% increase in inflows for the year to July ...

AFA awards finalists announced

LAURA MILLAN  |  TUESDAY, 16 SEP 2014
The Association of Financial Advisers (AFA) has named the finalists of the adviser of the year, practice of the year and female excellence in advice awards. Finalists for the adviser of the year award are Affinity Private's Catherine Robson, Dartnall ...

BetaShares funds awarded 'Recommended' ratings

LAURA MILLAN  |  TUESDAY, 16 SEP 2014
... 'Recommended' rating by Lonsec. "Both QOZ and YMAX have enjoyed considerable success among self-directed investors and with advisers because they present cost effective and transparent ways to access strategies more commonly seen in high-cost managed ...

Client education initiative joins AdviceInnovation

LAURA MILLAN  |  TUESDAY, 16 SEP 2014
... financial advice businesses. The Innergi business has developed an online Financial Knowledge Centre which allows financial advisers to offer their clients access to branded educational content. The tool also allows financial advisers to efficiently ...