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Showing 6591 - 6600 of 9822 results for "Advisers"

FPA confronts advisers with their worst nightmare

LAURA MILLAN  |  FRIDAY, 18 OCT 2013
The Financial Planning Association (FPA) has confronted advisers at the annual Conference with the case of a young disabled woman who took $800,000 to a financial planner and lost it all due to bad advice. The client became disabled after a car accident ...

Advisers dismiss Medicare-style advice service

JAMES FERNYHOUGH  |  FRIDAY, 18 OCT 2013
... introducing a Medicare-style financial planning service, saying it would be too expensive. The idea was put to a panel of advisers and clients at the FPA Inaugural Professionals Congress by financial planner Stevie-Jade Turner, as a way of providing ...

Advisers need to overcome financial planning stigma

LAURA MILLAN  |  FRIDAY, 18 OCT 2013
... that amorphous thing called financial advice." Maye said at the Financial Planning Association (FPA) Conference that advisers need to overcome this stigma and regain the trust of consumers and the regulator. "Advisers need to find the space where they ...

Pre-retirees won't meet goals without equities

MARK SMITH  |  THURSDAY, 17 OCT 2013
... Wingate Asset Management chief investment officer Chad Padowitz said in a presentation at the Association of Financial Advisers (AFA) National Conference on the Gold Coast on Tuesday. The important consideration with equity strategies at this stage in ...

SSgA launches ETF portfolio for advisers

LAURA MILLAN  |  THURSDAY, 17 OCT 2013

Grandfathering pushes self-licensing

LAURA MILLAN  |  THURSDAY, 17 OCT 2013
... grandfathering provision of the Future of Financial Advice (FoFA) regulations has made a self-license more appealing for advisers looking to leave their dealer group. "Lots of licensees have restrictions in place that might not suit an adviser's philosophy," ...

Fund members still resisting super engagement

ALEX DUNNIN  |  THURSDAY, 17 OCT 2013
... Roberts said while investment performance was a major factor in these perceptions, attitudes around fees and financial advisers were also very influential. This poor perception is echoed by Roy Morgan's latest superannuation satisfaction survey results ...

Market Vectors lists first Aussie banking ETF

JAMES FERNYHOUGH  |  WEDNESDAY, 16 OCT 2013
... changed the landscape for ETFs in the past few years: Future of Finance (FoFA) reforms banning conflicted remuneration to advisers; investor demands for lower costs, transparency and liquidity; investors opting for a Self-Managed Superannuation Fund ...

Adapt clients to slower global growth: PIMCO

MARK SMITH  |  WEDNESDAY, 16 OCT 2013
... period of slow growth that will last from two to five years, PIMCO head of Global Product Management David Fisher said. "Advisers need to think about ways to adapt client portfolios to a changing and different world," he said. Fisher explained that returns ...

Advisers should engage clients on health

MARK SMITH  |  WEDNESDAY, 16 OCT 2013
The Australian National Preventative Health Organisation (ANPHA) has thrown down the gauntlet, challenging advisers to develop ways of engaging clients on preventable health issues such as heart disease and diabetes. With at least 60% of Australian ...