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Showing 6341 - 6350 of 9822 results for "Advisers"

New business targets investors' bad habits

JAMES FERNYHOUGH  |  TUESDAY, 6 MAY 2014
... very high allocation to cash. In its attempt to address this knowledge deficit, BFA is currently targeting financial advisers and brokers, offering a one-day accreditation program in Melbourne and Sydney, after which they will be able to offer their ...

Certitude appoints adviser relationship manager

MARK SMITH  |  TUESDAY, 6 MAY 2014
... role, Williams will be responsible for the development and maintenance of Certitude's relationships with its financial advisers and investors. Prior to joining Certitude, Williams was employed by SuperIQ as a client services officer to its large SMSF ...

Managed accounts take-up jump 63%: survey

STAFF WRITER  |  TUESDAY, 6 MAY 2014
... may be considered a relatively small number, the more important strategic point is that these groups represent 43% of advisers, up from almost one-third of all advisers five years ago. These advisers also represent almost half of total adviser FUA based ...

BT Financial Group posts 21% profit rise

MARK SMITH  |  MONDAY, 5 MAY 2014
... rise to improving market conditions as well as the addition of services and products that were meeting the needs of the advisers BT supported. "We care deeply about the success of the financial advisers we work with and we understand that continuing ...

New reports to stir financial planning perfect storm

LAURA MILLAN  |  MONDAY, 5 MAY 2014
... inside the Commonwealth Bank's financial planning unit has prompted the Financial Planning Association (FPA) to leap to advisers' defense. Tonight's airing of 'Banking Bad' on the ABC's Four Corners program is set to stir the debate around the professional ...

Poll shows low esteem for financial advisers

JAMES FERNYHOUGH  |  MONDAY, 5 MAY 2014
Almost 70% of people aged between 35 and 55 do not think they would have benefitted from professional financial advice, a survey conducted by REST Industry Super has found. When asked the question, 'If you received any/more professional advice, do you ...

FPA creates Gwen Fletcher Memorial Award

LAURA MILLAN  |  MONDAY, 5 MAY 2014
... between the International Association of Financial Planners (IAFP) and the Australian Society of Investment and Financial Advisers (ASIFA) to become the Financial Planning Association of Australia in 1992. She also coined the name 'Financial Planning ...

CommInsure launches tailored SMSF insurance product

JAMES FERNYHOUGH  |  MONDAY, 5 MAY 2014
... of insurance tech and business delivery at CommInsure, said the product takes care of difficult compliance issues for advisers. One of the most significant changes to the SIS Act is the change to conditions of release for total and permanent disability ...

netwealth to launch managed account service by Q3

LAURA MILLAN  |  THURSDAY, 1 MAY 2014
... products. netweatlh executive director Matt Heine said during the group's yearly update that one in two conversations with advisers in the past six months have been around how to use a managed account. Managing director Michael Heine told Financial Standard ...

CFS launches range of SMAs

JAMES FERNYHOUGH  |  THURSDAY, 1 MAY 2014
... only be available to high net worth clients at first, he hopes they will be more widely available in the future. "The advisers for Commonwealth Private are the only ones that can use this SMA style solution. But we already have demand from other customers ...