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Showing 6511 - 6520 of 9822 results for "Advisers"

BT Wrap adds Pengana Asia Special Events Fund

LAURA MILLAN  |  MONDAY, 20 JAN 2014
The BT Wrap platform has added Pengana's Asia Special Events Fund to its investment offering and it is available to advisers and their clients. The fund invests on mergers and acquisitions, corporate reorganizations, capital management initiatives ...

FPA condemns FoFA fear mongers

JAMES FERNYHOUGH  |  FRIDAY, 17 JAN 2014
... fund members." But Rantall insisted that the amendments provided a more-that-sufficient regulatory framework. He urged advisers not to get bogged down in arguments about product, and focus instead on the quality and integrity of advice. "Where others ...

Resolution Capital celebrates 10-year anniversary

MARK SMITH  |  FRIDAY, 17 JAN 2014
... The Resolution Capital Global Property Securities Fund (Hedged), which is available to retail investors and financial advisers, has outperformed by 6.3% p.a. since its inception more than five years ago, producing a total return of 11.6% p.a. All of ...

Robertson and Wadell out in AMP reshuffle

HARRY PAGE, ALICE URIBE  |  FRIDAY, 17 JAN 2014
... casualties of yesterday's company restructure announcement. The managing director of AMP-aligned dealer group Genesys Wealth Advisers Paul Robertson and Andrew Waddell, director of Advice and Strategic Development will depart the group at the end of ...

FPA-Cbus referral deal makes promising start

JAMES FERNYHOUGH  |  THURSDAY, 16 JAN 2014
... expects just 1500 to seek face-to-face advice over the next 12 months. The bulk of those will be with Cbus' in-house advisers in New South Wales, Victoria and Western Australia. However, Harper said 60,000 will seek limited, over-the-phone advice. As ...

ETF assets tipped to reach $13 billion in 2014

MARK SMITH  |  THURSDAY, 16 JAN 2014
State Street Global Advisers (SSgA) has forecast exchange traded fund (ETF) assets under management in Australia will swell to $13 billion over the next 12 months. The domestic ETF market proved popular in 2013, with funds under management rising by ...

Key PIS and Asteron execs move to Millennium3

ALICE URIBE  |  WEDNESDAY, 15 JAN 2014
... Financial. Millenium3 chief executive Richard Klipin joined in November 2012 after heading up the Association of Financial Advisers since 2006. Visit FS Advice - The Australian Journal of Financial Planning website for key industry updates.

Zurich appoints national head of sales

MARK SMITH  |  WEDNESDAY, 15 JAN 2014
... role," Zurich general manager of Retail, Life and Investments Philip Kewin said. "Andy is passionate about working with advisers and comes to the role fresh from overseeing record sales growth for Zurich in Victoria and Tasmania; the fact that we are ...

netwealth launches mobile app

STAFF WRITER  |  MONDAY, 13 JAN 2014

Government releases FoFA amendments

LAURA MILLAN  |  FRIDAY, 20 DEC 2013
... also modify the best interest duty "to explicitly allow for the provision of scaled advice." "The changes will enable advisers to agree on the scope of advice to be provided with their clients, whilst ensuring that the advice is still appropriate for ...