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Showing 6521 - 6530 of 9822 results for "Advisers"

AllianceBernstein appoints new CEO

JAMES FERNYHOUGH  |  WEDNESDAY, 18 DEC 2013
... market, and we aim to continue building on that as we also begin to leverage our global retail capabilities among financial advisers in Australia. We see great potential for both businesses in this market."

FSC asks Son of Wallis Inquiry to focus on export growth

LAURA MILLAN  |  FRIDAY, 13 DEC 2013
... the terms of reference, but have made some suggestions to the Treasury's initial document. The Association of Financial Advisers (AFA) has asked the inquiry to review the effectiveness of the AFSL External Dispute Resolution framework and the interplay ...

Advisers "hopeful" to hear FoFA changes before 2014

LAURA MILLAN  |  FRIDAY, 13 DEC 2013
... year. "It is a question of timing, but we are hopeful this can be solved before Christmas," the Association of Financial Advisers (AFA) chief operating officer Phil Anderson told Financial Standard. Anderson explained that the association does not know ...

Risk adviser sentiment up in 2013

LAURA MILLAN  |  THURSDAY, 12 DEC 2013
Risk advisers are feeling more positive than in the last two years about the viability of their practice after sales volumes went up in 2013, according to the latest Zurich Risk Adviser Sentiment Index. Advisers are now feeling considerably more optimistic ...

Gloomy outlook forces Crowe Horwath to trim business

LAURA MILLAN  |  THURSDAY, 12 DEC 2013
... SMSF administration service," the company said in a statement in the Australian Securities Exchange (ASX). Financial advisers of Crowe Horwath's Melbourne-based firm will acquire a 50% interest in the financial planning, lending and risk insurance operations ...

Advisers see client numbers down: Macquarie survey

LAURA MILLAN  |  THURSDAY, 12 DEC 2013
A Macquarie survey has found that client numbers per adviser have gone down in the last year. The Macquarie Practice Consulting 2013 Financial Planning Best Practice Benchmarking Survey shows that client numbers are down from 185 clients per adviser ...

NAB enters SIV market with 21 compliant funds

MARK SMITH  |  THURSDAY, 12 DEC 2013
... client manager who speaks the language of their choice, connections and referrals to service providers from legal and tax advisers to real estate agents to help manage their move to Australia and the opportunity to set up NAB personal bank accounts up ...

One-stop-shop firms surge to gain scale against big instos

LAURA MILLAN  |  THURSDAY, 12 DEC 2013
... groups. Industry concentration in the past years has strengthened institutionally-aligned businesses and left self-licensed advisers in a weaker position. However, having left the uncertainties of the Future of Financial Advice (FoFA) regulation behind ...

Advisers risk losing clients, fail to target new ones

LAURA MILLAN  |  TUESDAY, 10 DEC 2013
... clients have been using their current adviser for the past ten years. Bonded respondents said that they would not switch advisers if they were offered the same service for less money. In contrast, one quarter of those At Risk would move straight away. ...

AFA to train young advisers on soft skills

LAURA MILLAN  |  MONDAY, 9 DEC 2013
The Association of Financial Advisers (AFA) will be focusing on helping advisers develop emotional intelligence and soft skills in its GenXt Roadshow for 2014. The roadshow will kick off in Hobart on February 4, 2014, and will also visit Adelaide, Perth ...