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Showing 6321 - 6330 of 9822 results for "Advisers"

Another Genesys executive leaves amid AMP restructure

LAURA MILLAN  |  MONDAY, 19 MAY 2014
Genesys Wealth Advisers head of leaders program and strategic alliances has left the AMP-aligned business, following the redundancies of five other managers in January. Andrew Kennedy has now left Genesys and started a new role as head of distribution ...

CBA, CSSA promote FoFA legal loophole

JAMES FERNYHOUGH  |  MONDAY, 19 MAY 2014
Corporate super specialist advisers have found a legal loophole that could allow them to maintain a business model that has been banned under the Future of Financial Advice (FoFA) legislation. The loophole, as described by Commonwealth Bank of Australia ...

CBA forced to review poor compensation methods

LAURA MILLAN  |  MONDAY, 19 MAY 2014
... Commonwealth Bank of Australia (CBA) businesses only implemented appropriate compensation processes for clients of former advisers Don Nguyen and Anthony Awkar. However, they did not apply the same measures to clients affected by other financial planners' ...

IOOF secures strong advice channel with SFGA bid

LAURA MILLAN  |  FRIDAY, 16 MAY 2014
... combined business revenue, Kelaher said. IOOF is looking to access the high net worth advice market through SFGA's 182 advisers and 46 accountants who manage an average of $88 million in FUA each. In contrast, IOOF's 973 adviser network is mainly focused ...

Fostering ethical standards crucial to industry reputation: CFA

MARK SMITH  |  FRIDAY, 16 MAY 2014
... industry, according to CFA Societies Australia vice president Anthony Serhan. At a time when the conduct of financial advisers is under intense scrutiny, CFA Societies Australia is focusing on improving ethical standards in the financial services industry. ...

Towers Watson wins Kinetic Super contract

JAMES FERNYHOUGH  |  FRIDAY, 16 MAY 2014
... term." Towers Watson's head of investments Graeme Miller said: "We have been privileged to be Kinetic Super's investment advisers over the last six years - a period during which Kinetic Super has delivered strong top quartile performance to its members. ...

Advisers turn budget into opportunity to engage

LAURA MILLAN  |  THURSDAY, 15 MAY 2014
... advice and engage with their clients on social media. The government's warnings before the release of the 2014 budget put advisers on guard and, shortly after the end of Treasurer Joe Hockey's speech; they began the work to help their clients. A number ...

Safer sex? Women take less risk than men

MARK SMITH  |  THURSDAY, 15 MAY 2014
... said this suggests the difference is not just a sex difference but is also influenced by cultural factors. "Financial advisers must consider the risk tolerance of each person in developing a financial plan and deciding on suitable investments. Each should ...

BT Life targets SMEs with insurance product

LAURA MILLAN  |  THURSDAY, 15 MAY 2014
... impacted by short-term disability," Moffitt said. "With the launch of Key Person Income, there is now an opportunity for advisers to help their small business clients with putting in place a risk management strategy to protect revenue in the event of ...

IOOF awards $115m global equities mandate

MARK SMITH  |  THURSDAY, 15 MAY 2014
IOOF has appointed State Street Global Advisers (SSgA) to manage a $115 million active global equities strategy as part of its IOOF MultiMix suite of multi-manager superannuation funds. The mandate was awarded to SSgA's Global Managed Volatility Alpha ...