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Showing 6491 - 6500 of 9822 results for "Advisers"

Advisers can increase portfolio value by 3%

LAURA MILLAN  |  TUESDAY, 4 FEB 2014
Good financial advisers could add about 3% worth of measurable alpha to a client's portfolio, according to upcoming Vanguard research. "Be a great behavioral coach and get clients to stick to asset allocation, as opposed to chasing performance," Vanguard ...

FPA kicks off week of free financial advice

LAURA MILLAN  |  MONDAY, 3 FEB 2014
The Financial Planning Association (FPA) advisers will be providing financial advice for free as part of the Ask an Expert Week that starts today and will finish on February 9th. Consumers can ask their questions through the Ask an Expert forum at the ...

Guardian lowers PI insurance premiums for planners

ALICE URIBE  |  FRIDAY, 31 JAN 2014
In an effort to recognise advisers who provide professional sustainable advice, Guardian Advice and Suncorp Financial Planning are set to lower professional insurance premiums for its planners. Guardian Advice also plans to create accreditation that ...

Sinodinos defends "speedy" FoFA legislation

ALICE URIBE  |  FRIDAY, 31 JAN 2014
... positively in some circles. "We've had a bit of a shellacking over that, we've had some sections of the industry and financial advisers support what we're doing, we've had others say 'we're worried that maybe you're watering down consumer protections ...

FoFA reforms put professional standards at risk: Ripoll

LAURA MILLAN  |  THURSDAY, 30 JAN 2014
... do not change the substance or the intent of FoFA. The fundamental reforms and increased professionalism of financial advisers remain. However, these small changes ensure FoFA works as it was intended - to improve the quality and quantity of financial ...

Prime Super and HIP to merge

JAMES FERNYHOUGH  |  THURSDAY, 30 JAN 2014
... opportunity to review asset allocation," he said. The funds have different asset consultants - Prime uses Access Capital Advisers, while HIP uses JANA. Bernays said that initially Access Capital would be the primary consultant with JANA continuing to ...

The AFA develops social media simulator

LAURA MILLAN  |  THURSDAY, 30 JAN 2014
The Association of Financial Advisers (AFA) has developed a simulator to help advisers determine the best social media strategy for their client base. The simulator is an interactive tool developed using the 'Connecting with Client' report from August ...

PROFILE: AMP Horizons director Amelia Constantinidis

MARK SMITH  |  THURSDAY, 30 JAN 2014
Running one of the nation's most highly regarded training programs for financial advisers might seem like an unusual job for a former typist turned IT executive but Mark Smith found out that it is actually the most fitting role for AMP Horizons director ...

Federation platform adds Pengana Aussie Equities Fund

LAURA MILLAN  |  THURSDAY, 30 JAN 2014
Federation Managed Accounts Platform has added the Pengana Australian Equities Fund to its offering, available for advisers and their clients. The fund has a focus on capital preservation and downside protection and has generated a return of 13.2% per ...

Half of Australians not confident managing money

LAURA MILLAN  |  THURSDAY, 30 JAN 2014
... and product changes," Roy Morgan industry communication director Norman Morris said. "A wider spread use of financial advisers and planners beyond investment purchases would also be valuable." The study found that financial confidence and understanding ...