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Showing 6531 - 6540 of 9822 results for "Advisers"

FSS increases insurance premiums

ALEX DUNNIN  |  FRIDAY, 6 DEC 2013
... premium changes come into effect on 1 January 2014 based on a consultancy analysis the fund commissioned from actuarial advisers Rice Warner. The fund has advised members that if they are uncomfortable with the insurance price increase and they wish ...

FPA to lobby against FoFA redundancy

LAURA MILLAN  |  THURSDAY, 5 DEC 2013
... as the government issues its proposal to amend the legislation. "Opt-in is redundant in a fee-for-service world where advisers have a best interest duty and where fee disclosure statements are required," FPA chief executive Mark Rantall said. "To add ...

FPA expects TASA to require "massive" efforts

LAURA MILLAN  |  WEDNESDAY, 4 DEC 2013
... the Tax Practitioners Board (TPB) to go through "a massive matching process" to determine competency requirements for advisers under the Tax Agent Services Act (TASA). FPA chief executive Mark Rantall said that TASA implementation on July 1, 2014, will ...

Planners lax on capital protected product advice: ASIC

JAMES FERNYHOUGH  |  WEDNESDAY, 4 DEC 2013
Many financial advisers have not made sufficient enquiries into their clients' financial circumstances when advising on capital protected products, the Australian Securities and Investments Commission (ASIC) has found. In Report 377, 'Review of advice ...

RFM tangled up on wine, chicken and almond saga

LAURA MILLAN  |  TUESDAY, 3 DEC 2013
... it with the other funds. Worthington explained his involvement in the case by saying that "there is a requirement that advisers act in the best interest of their clients and if this was a brand new investment, we wouldn't put our clients' money there ...

AMP's Ipac unveils Next Generation Advice program

LAURA MILLAN  |  MONDAY, 2 DEC 2013
... introduces a large number of small changes across Ipac practices and is aimed at unifying the advice process and the way advisers communicate with clients. "We didn't want to do one or two things differently, we wanted to do a hundred things subtly different ...

Peters MacGregor Global Fund added to netwealth platform

MARK SMITH  |  FRIDAY, 29 NOV 2013
... Capital partner Andrew Fairweather. "Peters MacGregor is pleased to have been added to netwealth given the quality of the advisers who use this leading platform in order to broaden its reach with financial advisers seeking the diversification and performance ...

Performance, fees still major retention risk

ALEX DUNNIN  |  FRIDAY, 29 NOV 2013
... fund did so because of such advice. The Roy Morgan Research report further revealed that switchers advised by financial advisers or accountants are much more likely to be older as they averaged 46 years of age compared to 40 years of age for people who ...

ING Direct to target advisers with new model

LAURA MILLAN  |  THURSDAY, 28 NOV 2013
ING Direct is reinforcing its third party distribution team to market the bank's products to financial advisers. The bank has appointed Charles Smith to the newly-created role of key account manager for Wealth, a position that falls under the umbrella ...

AIA hoping to increase engagement through fitness

LAURA MILLAN  |  WEDNESDAY, 27 NOV 2013
... between the group insurer and South Africa-based specialist insurer Discovery. Vitality will be sold through financial advisers and clients who undertake the program will need to complete a full health and fitness assessment. They will earn points for ...