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Showing 6381 - 6390 of 9822 results for "Advisers"

Investec offers reduced interest rates to adviser's home loan

LAURA MILLAN  |  WEDNESDAY, 2 APR 2014
Investec has developed a tailored home loan offer for financial advisers and is offering them reduced interest rates. After six years of developing products for advisers' clients, Investec is now targeting the advisers themselves. "Over the past six ...

Praemium upgrades CRM planning software

LAURA MILLAN  |  WEDNESDAY, 2 APR 2014
... which enables users to communicate with coworkers and partners. WealthCraft also integrates with Microsoft Outlook, so advisers can manage the process from generation all the way through onboarding new clients and managing client investments and reviews. ...

Margin lending through advisers shrank in 2013

LAURA MILLAN  |  TUESDAY, 1 APR 2014
Margin lending loans sold through financial advisers shrank in 2013 by 7%, while the broker channel is poised for growth over the next 12 months. The Investment Trends December 2013 Margin Lending Broker Report found that the margin lending industry ...

ICAA questions AFSL system, calls for individual licensing

ALICE URIBE  |  TUESDAY, 1 APR 2014
The Institute of Chartered Accountants Australia (ICAA) has said that the current practice of individual financial advisers operating under the Australian Financial Services Licences (AFSLs) of institutions could result in a decline of competition and ...

CBA asks Murray inquiry to remove super from awards

LAURA MILLAN  |  TUESDAY, 1 APR 2014
... 132-page submission said. CBA recently revealed its strategy in a post-awards environment, which would include the use of advisers and targeting banking customers. The bank also asked the inquiry to review and clarify the responsibilities of APRA and ...

SPAA and Macquarie to investigate SMSFs

STAFF WRITER  |  MONDAY, 31 MAR 2014
... Australia (SPAA) and Macquarie will investigate SMSF business models in a newly launched survey that is targeting financial advisers, accountants, administrators and stockbrokers. The findings of the survey will be shared through a comprehensive report ...

Bridges CEO leaves after implementing IOOF model

LAURA MILLAN  |  MONDAY, 31 MAR 2014
... newly-created position, IOOF aimed to bring all the group's dealerships under one single division. Bridges Financial has over 300 advisers and about $8.9 billion in funds under advice as of March 2013, according to Rainmaker data.

Cbus first industry fund to get Lonsec rating

MARK SMITH  |  MONDAY, 31 MAR 2014
... 9.1% over the past 29 years to 30 June 2013." Atkin said Lonsec's rating and accompanying report would afford financial advisers who had overlooked or been critical of industry funds in the past an opportunity to have their questions answered. "It also ...

COIN migrates onto cloud

STAFF WRITER  |  MONDAY, 31 MAR 2014
... efficiency and impede performance. "Hosted by Rubik, COIN will be constantly enhanced for immediate application among advisers." Rubik is unable to disclose client identity due to contractual limitations.

Individual cover through super, key to insurance recovery

LAURA MILLAN  |  FRIDAY, 28 MAR 2014
... of individuals in making decisions to take additional options for life insurance." Green referred to insurance through advisers by saying that "these distribution channels have always been there and will keep playing a critical role in taking protection ...