Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 6111 - 6120 of 9822 results for "Advisers"

IOOF embeds insurance panel to platform

LAURA MILLAN  |  MONDAY, 15 SEP 2014
The IOOF Pursuit platform has launched a panel of retail insurers that advisers can choose from when looking for tailored offerings for their clients. AIA Australia's Priority Protection, TAL's Accelerated Protection and Zurich's Wealth ...

AMP finds head of research following key departures

LAURA MILLAN  |  FRIDAY, 12 SEP 2014
... joined Equity Trustees as key account manager, where he is responsible for building EQT's relationships with financial advisers in Victoria and West Australia.

SMSF collapses imminent in hunt for yield

ALICE URIBE  |  THURSDAY, 11 SEP 2014
... allocation as "sub-optimal." "In a world where investors have greater access, awareness needs to increase. Financial advisers need to up their game and we need to give investors the tools," he said.

AMP Horizons launches online masters with Griffith University

LAURA MILLAN  |  THURSDAY, 11 SEP 2014
... initiative follows AMP's announced last month to significantly lift the bar on the minimum requirements for its financial advisers. The measures include a requirement that all existing and new advisers must obtain a Certified Financial Planner (CFP) ...

Macquarie adds SMA option to platform wrap

LAURA MILLAN  |  THURSDAY, 11 SEP 2014
... launched separately managed accounts (SMAs) as an investment option on its platform, the Macquarie Wrap. This will allow advisers and their clients to access an extensive range of SMAs, managed by investment managers and covering a range of asset classes ...

Forget about national advice exam, focus on training: CPA

LAURA MILLAN  |  THURSDAY, 11 SEP 2014
A national examination for financial advisers would fail to address the current deficiencies and, instead, CPA Australia and Chartered Accountants ANZ say the focus should be on adviser training and establishing a comprehensive curriculum. A single ...

Advisers ask for segmented education standards

LAURA MILLAN  |  WEDNESDAY, 10 SEP 2014
Financial advisers have asked that the minimum education standards are not set up following a 'one size fits all' approach, but instead take into account individual advisers' areas of focus. As part of the Association of Financial Advisers (AFA) Female ...

Call for entries to the 2014 Smileys Social Media Scholarship program

STAFF WRITER  |  WEDNESDAY, 10 SEP 2014

Netwealth brings portfolio management tool in-house

LAURA MILLAN  |  WEDNESDAY, 10 SEP 2014
... access to information. SMART was previously outsourced, and is a real time modelling and rebalancing system which provides advisers, wealth managers and managed accounts operators the ability to manage and implement portfolios across large client bases. ...

Advisers must attend ethics classes, say ISA and AIST

JAMES FERNYHOUGH  |  WEDNESDAY, 10 SEP 2014
Financial advisers should be forced to undergo mandatory ethics classes as part of a comprehensive overhaul of the professional standards of the industry, the not-for-profit superannuation industry has argued. In a joint submission to the Parliamentary ...