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Showing 6391 - 6400 of 9822 results for "Advisers"

Count and SPAA partner to provide SMSF training

LAURA MILLAN  |  FRIDAY, 28 MAR 2014
... provide self-managed super fund (SMSF) specialised training and education to Count members. Count is encouraging its advisers to join SPAA by offering them a special rate, as well as access to the organisation's training and education through webinars ...

FoFA uncertainty presents good buying opportunity

JAMES FERNYHOUGH  |  THURSDAY, 27 MAR 2014
... planned around two and a half years ago, investors were already reeling from the global financial crisis. Meanwhile, as advisers were engineering their business models to adapt to a new regulatory framework they were unable able to spend time winning ...

AFA finds FoFA debate "surprising"

LAURA MILLAN  |  THURSDAY, 27 MAR 2014
The Association of Financial Advisers (AFA) has expressed disappointment at the freeze of the Future of Financial Advice (FoFA) amendment regulations and finds it surprising that such "sensible and pragmatic amendments" have generated controversy among ...

Guardian launches referral network strategy guide

JAMES FERNYHOUGH  |  WEDNESDAY, 26 MAR 2014
Suncorp-owned dealer group Guardian Advice has launched a new strategy guide aimed at helping its advisers build a "robust" referral network. The 'Centres of Influence' (COI) guide offers guidance on areas such understanding the motivators of referral ...

Low volatility investing exploits low risk anomaly

ALEX DUNNIN  |  TUESDAY, 25 MAR 2014
... 'tech wreck' and GFC," he added. Wirds said using low volatility equity strategies has major implications for financial advisers and their clients because the question shifts from being whether or not they should invest in equities to how should they ...

netwealth improves tech features for advisers

LAURA MILLAN  |  TUESDAY, 25 MAR 2014
Netwealth has improved its technology offering to advisers with a new website design and mobile access to client reports. Advisers are now able to access client reports from a smart phone or a tablet device. Reports can be run for any period and include ...

Silk questions value of financial services intermediaries

LAURA MILLAN  |  TUESDAY, 25 MAR 2014
AustralianSuper chief executive Ian Silk has questioned the value of financial services intermediaries such as advisers, mortgage brokers and superannuation trustees. Silk spoke yesterday at a panel session on "the over-intermediation of financial services" ...

AMP's Charter names advice award winners

MARK SMITH  |  TUESDAY, 25 MAR 2014
... bodies." Charter Financial Planning Managing Director Kevin Stone said. Bateman served on the Association of Financial Advisers (AFA) Board for 13 years and is a former State and National President. He has also been recognised by the Rotary Club for ...

Whistleblower claims the existence of 100 CBA rogue advisers

LAURA MILLAN  |  MONDAY, 24 MAR 2014
... by the Australian Securities and Investments Commission (ASIC) would reveal at least 100 current or former rogue CBA advisers. In a submission to the Senate inquiry into the regulator's performance, Morris said that ASIC and CFP's claims that there were ...

Industry funds spend millions on advertising

JAMES FERNYHOUGH  |  MONDAY, 24 MAR 2014
... going to find it pretty tough going." Unlike bank-owned retail funds, which gain new members primarily through aligned advisers and bank branch advice, industry funds traditionally have no alternative channel to gain new members other than through awards ...