Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 6421 - 6430 of 9822 results for "Advisers"

FoFA amendments will reduce quality of advice: lawyer

JAMES FERNYHOUGH  |  TUESDAY, 11 MAR 2014
... obtained by ISA, advises that removing a 'catch all' definition of 'client best interest duty' would take the onus away from advisers to exercise their own judgment. "Repealing the catch-all would mean that financial advisers could comply with the best ...

Tax advisers in need of additional PI insurance

LAURA MILLAN  |  TUESDAY, 11 MAR 2014
The Tax Practitioners Board (TPB) said advisers who provide tax advice need to extend their professional indemnity (PI) insurance coverage to meet the organisation's minimum requirements. The TPB outlined the proposal in Exposure Draft Explanatory Paper ...

Australian Ethical hires new Head of Ethics

ALICE URIBE  |  TUESDAY, 11 MAR 2014
... ethical investment frameworks. Dr Stuart Palmer formally of St James Ethics Centre will work with the company's ethical advisers CAER and the investment team govern the way Australian Ethical interprets its Ethical Charter. He will also manage corporate ...

Allan Gray Aussie fund listed on six platforms

LAURA MILLAN  |  MONDAY, 10 MAR 2014
The Allan Gray Australia Opportunity Fund doubled in size during 2013 and is available for advisers through six wrap platforms. The fund was listed on Asgard, BT Wrap, Colonial First Wrap, Macquarie Wrap and netwealth. The Australia Opportunity Fund ...

Advisers to complete 60 extra education hours under TASA

LAURA MILLAN  |  MONDAY, 10 MAR 2014
The Tax Practitioners Board (TPB) has proposed that registered tax advisers complete a minimum of 60 hours of continuing professional education (CPE) in three years as part of the Tax Agent Services Act (TASA) 2009 legislation. The TPB released Exposure ...

Advice industry under-prepared for younger client base

MARK SMITH  |  FRIDAY, 7 MAR 2014
... built on baby boomers but there is a demographic shift which is forcing a change that I think is going to creep up on advisers," he said. Globally, those under the age of 46 accounted for 17% of the high-net-worth individuals in 2010, up from just 13% ...

EQT Global Equity Fund on BT Wrap and Asgard

LAURA MILLAN  |  FRIDAY, 7 MAR 2014
... Myers said that over the past 12 months there has been a clear increase in the level of interest in global equities from advisers and their clients. "Advisers we have spoken with have told us they are seeking to position their clients' portfolios to ...

AIA launches fitness program available via advisers

LAURA MILLAN  |  THURSDAY, 6 MAR 2014
... Australia has launched a fitness program that will be sold to clients who purchase an insurance policy via financial advisers. The AIA Vitality program was launched in Sydney this morning at the Incentivising a Healthier Australia national forum. The ...

CFS outlines post-awards plans

JAMES FERNYHOUGH  |  WEDNESDAY, 5 MAR 2014
Colonial First State (CFS) has revealed how it will approach a post-awards environment, including the use of advisers and targeting business bank customers. The fund management and super arm of banking giant Commonwealth Bank of Australia (CBA) has ...

Nine in 10 Australians can't get no insurance satisfaction: survey

LAURA MILLAN  |  WEDNESDAY, 5 MAR 2014
... a select few among working Australians are on top of their insurance needs, leaving the door wide open for financial advisers who have mastered the ins and outs of good insurance. Late last year, insurer Zurich surveyed 394 working Australians - all ...