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Showing 6131 - 6140 of 9822 results for "Advisers"

AMP and University of Adelaide form SMSF research centre

STAFF WRITER  |  MONDAY, 1 SEP 2014
... the SMSF segment. The centre will also produce an annual research paper, which will look at the key issues affecting advisers, trustees and administrators.A In addition to research, the centre will provide SMSF education to professionals and SMSF trustees. ...

Financial Standard launches magazine for managed accounts professionals

STAFF WRITER  |  MONDAY, 1 SEP 2014
... obvious benefits, our survey highlighted a desperate need for more education. We are calling on industry experts and advisers who already use managed accounts to share their knowledge and expertise in our new publication," said Baltazar. The magazine ...

Matrix merger to place ClearView among top 10 licensees

LAURA MILLAN  |  MONDAY, 1 SEP 2014
... Matrix's financial planning business would place the combined group among Australia's ten largest advice groups by number of advisers. ClearView and Matrix entered into a merger implementation deed last week and the Matrix board has unanimously recommended ...

Advisers use more insurers, but main provider still key: research

LAURA MILLAN  |  MONDAY, 1 SEP 2014
Advisers have expanded the number of insurers they use, but being an adviser's main insurance provider remains essential, new research by Investment Trends shows. After four years of planners consolidating insurers, advisers have increased the numbers ...

ISA targets 'sales incentives' in new ad campaign

JAMES FERNYHOUGH  |  MONDAY, 1 SEP 2014
... Industry SuperFund members that unlike bank-owned super funds, Industry SuperFunds do not pay sales incentives to financial advisers or other bank staff and are run only to benefit members." He went on: "Despite financial planning scandals at two prominent ...

Call general advice 'sales': CBA

ALICE URIBE  |  FRIDAY, 29 AUG 2014
... risks," it said. The submission was also supportive of promoting a "combination of higher education standards for financial advisers and technology-neutral regulatory environments to stimulate affordable, accessible and appropriate financial information." ...

AFA Adviser of Year and Practice of Year semi-finalists announced

STAFF WRITER  |  FRIDAY, 29 AUG 2014
The Association of Financial Advisers (AFA) and Zurich Financial Services Australia (Zurich) have announced the semi-finalists in the 2014 AFA Adviser of the Year and Practice of the Year Awards. The Adviser of the Year honour was first awarded in 2003 ...

FoFA legislative changes pass in the House of Reps

LAURA MILLAN  |  THURSDAY, 28 AUG 2014
... lot of fine-print. The blunt reality is that confidence in the advice industry will continue to sink because financial advisers and bank staff will continue to receive sales incentives to recommend specific products." He added that "the changes will ...

Australian Money Market adds CBA to platform

MARK SMITH  |  THURSDAY, 28 AUG 2014
... Cash Account to the choice of options on its term deposit platform. The new cash management account (CMA) is aimed at advisers whose clients have an existing CBA cash management account. AMM managing director Stephen Jewell says the new CMA hub option ...

High fees deter accountants from using platforms for SMSFs

LAURA MILLAN  |  THURSDAY, 28 AUG 2014
... super fund (SMSF) clients, according to Investment Trends research. The 2014 SMSF Accountant report shows that 76% of advisers think is inappropriate for SMSFs to use investment platforms due to costs and fees. However, that number is down from 84% the ...