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

Search Results

Showing 6201 - 6210 of 9822 results for "Advisers"

In the throes of change

MICHELLE BALTAZAR  |  TUESDAY, 29 JUL 2014
... management and retirement market will be represented, including fund managers, super funds, life insurers, financial advisers and public trustees. This year, it will also be a platform for both sides of politics to articulate their agenda, with the Minister ...

ASIC puts an end to PIS monitoring program

LAURA MILLAN  |  TUESDAY, 29 JUL 2014
... Standard that the group recruited lawyers and industry experts to conduct "a coaching and mentoring exercise" with PIS advisers. Over the past year, the group has been under the supervision of an independent expert that reported to ASIC every three months. ...

AIA hybrid commission strategy pays off

LAURA MILLAN  |  TUESDAY, 29 JUL 2014
AIA Australia's initiative to reward advisers who move to a hybrid commission model has seen 829 advisers shifting to the new system in the past five months. The 'Transition to hybrid' program aims at making advisers less dependent on up front commissions ...

SMSF advisers gear for referrals from accountants

MARK SMITH  |  MONDAY, 28 JUL 2014
... qualifications, but the PJC's latest inquiry certainly raises some questions over whether the minimum RG 146 qualification for advisers is appropriate going forward."

Passive FUM reaches all-time high

MARK SMITH  |  MONDAY, 28 JUL 2014
... asset manager surveys of funds under management, are mirrored by exchange traded fund data cited by State Street Global Advisers (SSgA). According to the global index provider, cash flows to Australian listed ETFs set a new record of $1.67bn for the ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  MONDAY, 28 JUL 2014
... latest edition of Financial Standard we look at some of the new aged care reforms and consider the opportunities for advisers in this space. We also profile the new Sunsuper chief executive Scott Hartley and look at the record breaking amount of money ...

Australian Unity in talks to buy Premium Wealth Management

ALICE URIBE  |  FRIDAY, 25 JUL 2014
... insurances," Wu said Premium Wealth Management has five staff in its Sydney head office and around 22 practices with 50 advisers. Australian Unity's discussion with Premium Wealth Management come after of acquisitions. In the past 12 months the company ...

Advisers eye opportunity in identity theft protection

LAURA MILLAN  |  FRIDAY, 25 JUL 2014
Financial advisers could play a key role in protecting clients against the rise of identity theft and data fraud, Zurich Australia said. As many as 45% of financial advisers feel that offering clients protection from identity theft could add value to ...

Macquarie tight-lipped on EU details

LAURA MILLAN  |  FRIDAY, 25 JUL 2014
... will the fourth phase consist on. The group did confirm that its wealth management division has lost about 300 financial advisers since 2012. As reported in The Australian, Macquarie Private Wealth had about 600 advisers in 2012, but the number halved ...

Certitude appoints new regional manager

MARK SMITH  |  THURSDAY, 24 JUL 2014
... Zealand. He will support Certitude's growth in these areas by strengthening and developing Certitude's relationships with advisers and investors. Akele has over 25 years' experience in the financial planning and funds management industry. Prior to joining ...