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Showing 6481 - 6490 of 9822 results for "Advisers"

AFA to lobby on FoFA through grassroots campaign

LAURA MILLAN  |  MONDAY, 10 FEB 2014
The Association of Financial Advisers (AFA) is calling on members to lobby their local representative on the organisation's position around the amendments to the Future of Financial Advice (FoFA) legislation. "We are calling on our members to support ...

Advisers encouraged to use tech to boost soft skills

LAURA MILLAN  |  MONDAY, 10 FEB 2014
Financial advisers are being encouraged to build and strengthen their relationships with clients through technology. Marketing coach and author Terry Brock will be working with Synchron advisers using apps in their smartphones and tablets that can help ...

FoFA amendments could bring back commissions: FPA

JAMES FERNYHOUGH  |  FRIDAY, 7 FEB 2014
... "The FPA does not support commissions in any way," he said. Under the government's proposals, monetary benefits given to advisers would not be considered 'conflicted remuneration' if the product was not recommended in the 12 months preceding the payment ...

Morgan Stanley bumps up Chambers to Wealth CEO

HARRY PAGE  |  FRIDAY, 7 FEB 2014
... Institutional Equity and Wealth Management Asia, Gokul Laroia. Goffinet left his role after one year in the position. In terms of advisers, Morgan Stanley Wealth Management Australia is Australia's second-largest retail stockbroking business.

ASX managed fund service gets go-ahead

JAMES FERNYHOUGH  |  THURSDAY, 6 FEB 2014
... managed investment schemes to sell units via the ASX and not used paper-based transactions. Individual investors or their advisers will be able to buy units in the managed funds through their broker. Already the service has 60 'foundation members', including ...

Hamilton calls for stricter SMSF licensing

MARK SMITH  |  WEDNESDAY, 5 FEB 2014
... added that tighter rules would better protect consumers from the riskiest investment strategies promoted by unscrupulous advisers. "The rapid emergence of product promoters encouraging investment in property and focusing on the leveraged SMSF market ...

FPA asks for tax-deductible advice

LAURA MILLAN  |  WEDNESDAY, 5 FEB 2014
... advice results in a more financially literate community and benefits society overall," the submission said. With financial advisers needing to become registered tax agents under the Tax Agents Services Act (TASA) 2009 and the banning of commissions on ...

Centrepoint makes four key appointments

LAURA MILLAN  |  WEDNESDAY, 5 FEB 2014
... Centrepoint, which owns Professional Investment Services (PIS), Australia's biggest non-aligned dealer group in number of advisers. He will be in charge of developing services to assist growing practices through marketing initiatives, sales campaigns ...

Zurich makes further additions to Life Risk team

MARK SMITH  |  WEDNESDAY, 5 FEB 2014
... before joining ING in her first underwriter role. McGregor has held roles with Aviva and MLC where he supported Platinum advisers. The new hires follow a string of appointments to Zurich's Life & Investments business. These include regional underwriting ...

Industry groups self-interest caused FoFA problems

LAURA MILLAN  |  TUESDAY, 4 FEB 2014
... world, "there's a lot at stake." "It's there for all to see why all the special interest groups comprising institutions, advisers, associations, fund managers, etcetera have been so active through their lobbyists and lobbying activities," he said. He ...