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Showing 6291 - 6300 of 9822 results for "Advisers"

Exceeding your MAXpectations

MICHELLE BALTAZAR  |  FRIDAY, 13 JUN 2014
... workbook with all the sample campaigns discussed during the panel session. 3. The wishlist - three award-winning financial advisers talk candidly of what investment and insurance products and services they wish are on offer in the market. 4. A tale of ...

Getting ideas across to SMSFs the first battle: AMP

JAMES FERNYHOUGH  |  FRIDAY, 13 JUN 2014
... Fund (CIF) aimed at retail investors, said the fact that most SMSFs are either unadvised or with independent financial advisers makes it difficult to communicate ideas to them, let alone products. "It's a huge market which is very difficult to distribute ...

MAX Preview: Beyond value of advice

MICHELLE BALTAZAR  |  THURSDAY, 12 JUN 2014
... next week's Financial Standard MAX Forum is the distinct refocusing of marketing offers to the concerns of financial advisers not just as go-to advice experts but as successful business owners. Next Wednesday, the MAX-nominated Best Advertising Campaigns ...

Zurich global growth fund added to Securitor APL

STAFF WRITER  |  WEDNESDAY, 11 JUN 2014
... domestic demand for growth from improving offshore markets is set to increase. We believe it prudent that investors and advisers would look to blend portfolios to include a global growth manager investing in potentially fast growing companies in recovering ...

Palmer United will hold the key to FoFA approval

LAURA MILLAN  |  TUESDAY, 10 JUN 2014
... Future of Financial Advice (FoFA) legislation. The Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) have begun to lobby the senators, ahead of the Senate Economics Committee presentation of the report on the FoFA inquiry ...

Advisers, do not read headlines: Kerr Neilson

LAURA MILLAN  |  FRIDAY, 6 JUN 2014
Advisers should ignore headlines and look at the numbers when making investment decisions, Platinum Asset Management managing director Kerr Neilson told advisers at a Sydney roadshow. "Ignore the headlines, they will not help you very much at all," ...

Van Eyk adds SMAs to research platform

MARK SMITH  |  THURSDAY, 5 JUN 2014
... separately managed account (SMA) data to its online research and portfolio tool, iRate. As a growing number of financial advisers look to recommend direct investments, van Eyk's new service has made data available for around 80 SMA portfolios. The availability ...

AFA to recognise best adviser and best practice

LAURA MILLAN  |  THURSDAY, 5 JUN 2014
The Association of Financial Advisers (AFA) has divided the traditional Adviser of the Year Award into two and will now recognise the best individual adviser and the best advice practice. "The original Adviser of the Year Award was established by the ...

New FoFA will not bring back old commissions: FactCheck

STAFF WRITER  |  MONDAY, 2 JUN 2014
... FactCheck analysed Bowen's statement that changes to FoFA will bring back the type of commissions that encouraged financial advisers to recommend risky investments. "The commissions being paid for the advice to invest in Westpoint amounted, on average ...

AIA Australia re-enters direct insurance market

LAURA MILLAN  |  MONDAY, 2 JUN 2014
... a life insurance product that consumers can buy through the internet or the phone, instead of buying it through their advisers. "We recognise that many customers understand their insurance needs but prefer to purchase it directly from a brand that they ...