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Showing 6191 - 6200 of 9822 results for "Advisers"

FEATURE: Guiding the way to aged care

LAURA MILLAN  |  FRIDAY, 1 AUG 2014
The new aged care reforms have brought in revised rules and more complex scenarios. Against this backdrop advisers will become even more necessary, particularly as more Australians consider their and their families' aged care needs, Laura Millan writes. ...

Better use of client information essential to adviser success

LAURA MILLAN  |  THURSDAY, 31 JUL 2014
Financial advisers have more information about their clients than almost any other industry and they should be using it to improve their service, netwealth executive director Matt Heine said. "Throughout the fact finding process we collect more information ...

Dying in social media: adviser's next big nightmare

LAURA MILLAN  |  THURSDAY, 31 JUL 2014
... presence on several social media platforms, with multiple accounts and passwords, is set to become a nightmare for financial advisers specialising in estate planning, as they will be forced to deal with the person's digital footprint after their death. ...

Unmet SMSF advice needs a boon for advisers

ALICE URIBE  |  THURSDAY, 31 JUL 2014
... than 286,000 self-managed super funds (SMSFs) have unmet advice needs, representing a huge opportunity for financial advisers, according to new research from Investment Trends. SMSFs who say they have unmet advice needs are prepared to pay up to $2,500 ...

New PJC inquiry will "close the loop" on consumer protection

LAURA MILLAN  |  WEDNESDAY, 30 JUL 2014
... Committee on Corporations and Financial Services will look at the adequacy of current qualifications required by financial advisers and at the recognition of professional bodies by the Australian Securities and Investments Commission (ASIC). The inquiry ...

Licensee under ASIC scrutiny after employing AAA advisers

LAURA MILLAN  |  WEDNESDAY, 30 JUL 2014
An Adelaide-based licensee has entered into an enforceable undertaking (EU) with the Australian Securities and Investments Commission (ASIC) after it employed a number of former representatives of AAA Intelligence limited. PGW Financial Services has ...

AFA unveils main principles of code of conduct

LAURA MILLAN  |  WEDNESDAY, 30 JUL 2014
The Association of Financial Advisers (AFA) will prioritise the completion of the organisation's code of conduct after revealing the foundation principles of the document this morning at a roadshow in Sydney. The AFA expected to complete the code of ...

Fitzpatricks hires former CFSGAM head of marketing

JAMES FERNYHOUGH  |  WEDNESDAY, 30 JUL 2014
Fitzpatricks Financial Group has made two senior appointments in response to a growth in advisers and funds under advice. Former Colonial First State Global Asset Management head of marketing Colin Bold will head up the firm's marketing operations ...

Premium hires former IOOF exec for compliance role

ALICE URIBE  |  WEDNESDAY, 30 JUL 2014
... right person in Johan - he has the credentials, experience and importantly, is an excellent cultural fit with our team of advisers." This appointment comes shortly after it was announced that Australian Unity Personal Financial Services (Australian Unity) ...

Understanding Managed Accounts

MICHELLE BALTAZAR  |  TUESDAY, 29 JUL 2014
Today is the last day to participate in the 2014 Financial Standard Managed Accounts Survey for Financial Advisers. Share your views for a chance to win a $300 Myer Gift Voucher. All participants get a copy of the survey findings. Your participation ...