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Showing 6351 - 6360 of 9822 results for "Advisers"

Advisers need soft skills first to engage new clients

LAURA MILLAN  |  WEDNESDAY, 30 APR 2014
Soft skills and the ability to enthuse clients are more important than the value of the advice service during the first stages of the financial planning process. The latest CoreData 'Financial planning shadow shop' report revealed that the most successful ...

AMP's ipac Financial Planning wins group of the year award

LAURA MILLAN  |  WEDNESDAY, 30 APR 2014
... prospective clients and it is based on the ratings of consumers who were in the market for financial advice. Fortnum Financial Advisers and Apogee Financial Planning received Highly Commended accolades, while Synchron and MLC/Garvan were Commended. The ...

Nominations open for AFA Excellence in Education Award

STAFF WRITER  |  TUESDAY, 29 APR 2014
The Association of Financial Advisers (AFA) is calling for nominations for the seventh AFA Excellence in Education Award, which will be presented in October at the AFA National Conference in Cairns. The award recognises advisers who invest in themselves ...

BNP Paribas wins $1bn Certitude contract off NAB

JAMES FERNYHOUGH  |  MONDAY, 28 APR 2014
... (UK), Lighthouse Investment Partners LLC (US), GaveKal Capital Limited (Hong Kong) and Columbia Management Investment Advisers LLC (US). The trusts represent around $1 billion in funds under management. Certitude chief executive Craig Mowll said: "Certitude ...

FoFA amendments undermine confidence in advisers: Shorten

LAURA MILLAN  |  MONDAY, 28 APR 2014
... government's proposed amendments to the Future of Financial Advice (FoFA) legislation undermine confidence in financial advisers. Speaking to journalists in Brisbane today, Shorten said that "the government should stop changes which undermine confidence ...

JANA awards $385m mandate to Californian manager

MARK SMITH  |  MONDAY, 28 APR 2014
JANA Investment Advisers (JANA) has awarded a $385 million global equity mandate Los Angeles-based asset manager Causeway Capital Management. Specifically, the mandate was awarded to Causeway's developed markets large-cap strategy Global Value Equity. ...

FEATURE: Re-imagining Australia's financial future

STAFF WRITERS  |  THURSDAY, 24 APR 2014
... with over 250 submissions providing insight into the priorities for various elements of the sector - from individual advisers, right up to the big end of town. For the full story, download the April 21 issue of the Financial Standard iPad app here. Read ...

SPAA launches online CPD tool

LAURA MILLAN  |  THURSDAY, 24 APR 2014
... is an online questionnaire available to the association's members and designed to gauge the level the knowledge that advisers have on SMSFs, before recommending specific focus areas for upcoming CPD activities. The new tool comes a few months after SPAA ...

PM Capital Emerging Asia added to Macquarie Wrap

MARK SMITH  |  WEDNESDAY, 23 APR 2014
... the associated Index, the MSCI Asia (ex-Japan). The Fund's inclusion on the Macquarie Wrap platform improves access for advisers. It is also available on the Colonial FirstWrap platform. "Advisers want a managed funds menu that suits their diverse client ...

US fight over adviser fiduciary rules nears end

ALEX DUNNIN  |  THURSDAY, 17 APR 2014
While debate in the US wealth management sector regarding improved fiduciary responsibilities for advisers appears to approaching resolution, the price of this resolution is that it has retreated back to just improved disclosure rules. The Wall Street ...