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Showing 6541 - 6550 of 9822 results for "Advisers"

Fund managers rethink distribution approach after FoFA

LAURA MILLAN  |  WEDNESDAY, 27 NOV 2013
... that we meet the needs of our market." "The dialogue is changing: we are moving away from the product push and helping advisers understand how the product works." To Jollie, "the old-fashioned definition of retail and institutional investors has moved ...

BetaShares set to increase adviser focus

LAURA MILLAN  |  TUESDAY, 26 NOV 2013
... Services. Lyndall James has been appointed to the role and she will be responsible for leading relationships with financial advisers. The ETF provider has created the role after realising that the Future of Financial Advice (FoFA) regulation has increased ...

Advisers still servicing few wealthy clients

LAURA MILLAN  |  MONDAY, 25 NOV 2013
Financial advisers are still servicing very few and very wealthy clients, despite the Future of Financial Advice (FoFA) reform's objective of bringing advice to more Australians. Only 15% of Australians use a financial adviser, the Global Investor Pulse ...

Advisers should review aged care strategies ahead of reform

AAP  |  MONDAY, 25 NOV 2013
Financial advisers are encouraged to review their clients' aged care strategies ahead of the July 1, 2014 reforms to ensure that the approach taken maximises cash flow and capital preservation. "There are a number of strategies that need to be considered ...

Planners need discretion on SMSF cost advice: SPAA

JAMES FERNYHOUGH  |  MONDAY, 25 NOV 2013

OneVue completes $6.75 million capital raise

MARK SMITH  |  FRIDAY, 22 NOV 2013
... increasingly gaining momentum across the financial services industry," she continued. Currently OneVue has more than 200 advisers servicing clients through its investment platform packages and the business administers over $130 billion through its funds ...

AIA adds Priority Protection range to three platforms

HARRY PAGE  |  THURSDAY, 21 NOV 2013
... WealthView and PortfolioCare adviser platforms. AIA Australia's general manager, Damien Mu said the new move would allow advisers to buy AIA products through their preferred channel. "As a dedicated partnering specialist, it is important AIA Australia ...

Jenny Brown named FS Smileys Scholar of the Year

MARK SMITH  |  WEDNESDAY, 20 NOV 2013

Bad estate planning advice is getting clients in trouble

LAURA MILLAN  |  TUESDAY, 19 NOV 2013
... description have to bring up estate planning with their clients, but it's not just tick-a-box." Stoddart recommended advisers to build a good referral base with at least two or three lawyers they can send their clients to when they identify a problem ...

Investec launches banking products for advisers

LAURA MILLAN  |  MONDAY, 18 NOV 2013
Investec Australia is tapping into the financial planning sector with the launch of a personal banking offering for advisers. The bank already works with about 250 independent advice firms and manages approximately $750 million of client funds, but ...