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Showing 6471 - 6480 of 9822 results for "Advisers"

Federation added to Australian Unity platform

HARRY PAGE  |  FRIDAY, 14 FEB 2014
... Alliance made it a unique platform. "This structure allows us to build our model portfolios into the platform and our advisers can use them to better automate the investment management process for their clients," Davis said. The Federation account will ...

BGL 360 Fund commercial release imminent

HARRY PAGE  |  FRIDAY, 14 FEB 2014
... access it from anywhere with any device. "It is the first real cloud solution available to SMSF administrators, auditors, advisers and trustees. Simple Fund 360 is the only SMSF administration solution that can be accessed any time, from anywhere and ...

FPA's Ask an Expert week sees 150 inquiries

LAURA MILLAN  |  THURSDAY, 13 FEB 2014
The Financial Planning Association (FPA) registered over 150 consumer questions submitted to advisers during the second edition of its Ask an Expert week. However, the Ask an Expert website had 7,038 page views during the first week of February, which ...

ASIC cancels Capital Advisers' licence

LAURA MILLAN  |  THURSDAY, 13 FEB 2014
... Securities and Investments Commission (ASIC) has cancelled the Australian Financial Services (AFS) licence of Capital Advisers. The regulator also cancelled Capital Advisers' Australian credit licence following concerns that the group was unable to comply ...

DomaCom added to Lonsec platform

MARK SMITH  |  THURSDAY, 13 FEB 2014
... agreement with Lonsec. The agreement puts DomaCom on the Lonsec platform opening the product up to a broader market of advisers and superannuation funds. "We are impressed with the level of interest among our clients who are keen for a property asset ...

Bowen's FoFA fears "complete rubbish": AFA

LAURA MILLAN  |  WEDNESDAY, 12 FEB 2014
The Association of Financial Advisers (AFA) has slammed comments by Shadow Treasurer Chris Bowen that proposed amendments to the Future of Financial Advice (FoFA) regulation may make Storm or Trio Capital cases "more likely" as "complete rubbish." "The ...

FPA slams detractors of best interest amendment

LAURA MILLAN  |  WEDNESDAY, 12 FEB 2014
... of Financial Advice (FoFA) legislation. The removal affects the so-called seven safe harbour steps, which specify that advisers should act in the best interest of the client. Rantall noted that the obligation to act in the best interests of the client ...

Altair launches two funds for retail investors

MARK SMITH  |  WEDNESDAY, 12 FEB 2014
... to access these strategies at a minimum of $50,000 per fund. "We have been in conversation with a number of financial advisers who like our investment approach and the way we manage our MDA strategies but they also want something suitable for smaller ...

Industry funds oppose bachelor degree for general advisers

LAURA MILLAN  |  TUESDAY, 11 FEB 2014
Industry funds have opposed a degree requirement for general advisers and have asked for them to be included in research for future amendments to RG146. The Australian Institute of Superannuation Trustees (AIST) and the Industry Super Association (ISA) ...

More Australians opt for advice through super

JAMES FERNYHOUGH  |  MONDAY, 10 FEB 2014
... meanwhile, who would seek advice through a bank-owned financial planner was lower, at 17%. The number one channel was through advisers not directly or obviously attached to a bank or super fund, at 21%. This class, however, could include advice firms ...