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Showing 6641 - 6650 of 9822 results for "Advisers"

BT launches Wrap DeskTop companion app for iPad

STAFF WRITER  |  TUESDAY, 17 SEP 2013

ASIC questions SMSF advice in proposed guidance

LAURA MILLAN  |  MONDAY, 16 SEP 2013
... said. The consultation paper "Advice on SMSF: Specific disclosure requirements and SMSF costs" stresses the need for advisers warn clients that SMSFs do not have access to the compensation arrangements in a case of theft or fraud as well as explaining ...

AXA fined for poor advice in the UK

LAURA MILLAN  |  MONDAY, 16 SEP 2013
... level of risk its customers were willing and able to take with their investments." AXA also failed to ensure that sales advisers considered whether customers were able financially to bear the risks associated with the investment products. Relevant information ...

Netwealth Advice set for growth after business restructure

LAURA MILLAN  |  FRIDAY, 13 SEP 2013
... over the next year, netwealth Advice Group head of Advice Simon Micallef said. The group currently has a total of 60 advisers across three companies: Financial Planning Services Australia (FPSA), Bridgeport and Pathway, which services 1,000 advisers. ...

Asgard adds Tyndall concentrated fund to platform

JAMES FERNYHOUGH  |  FRIDAY, 13 SEP 2013
... companies, and aims at long-term growth "with a bias towards income". Zenith has rated it "recommended". "A number of advisers have told us that their clients are increasingly seeking specific outcomes and opportunities from the Australian equities fund ...

Laminar awarded hedge fund of the year

MARK SMITH  |  FRIDAY, 13 SEP 2013
... took home awards in the long short, market neutral, global macro/futures and multi strategy categories respectively. K2 Advisers was named best offshore manager operating in Australia while MST Capital got the award for best emerging manager. Pengana ...

Insurance becomes concentrated, advisers reduce relationships

LAURA MILLAN  |  THURSDAY, 12 SEP 2013
Insurer relations with advisers are changing rapidly, with financial planners reducing the number of insurance providers and focusing on their most-used insurer for the premiums they write. A total of 56% of advisers have either stopped or reduced the ...

New SFG service launched to reposition boutiques

ALICE URIBE  |  THURSDAY, 12 SEP 2013
... regulatory environment, but using a service such as Actuate could mean more face-to-face client interaction. "We know that advisers want and we also know what they need, because we are advisers ourselves, we are not platform providers," he said. "With ...

Finance industry integrity called into question

LAURA MILLAN  |  THURSDAY, 12 SEP 2013
... conflicts of interest, with almost a third saying that the different sectors don't operate with integrity. Financial advisers are seen to be the most likely to be operating with the least integrity within the industry. As many as 30% of the respondents ...

Praemium adds Easton AM to SMA platform

LAURA MILLAN  |  THURSDAY, 12 SEP 2013
... trend-following program designed to capture the long-term trends across all asset classes. "The Global Tactical model provides advisers and clients with a 'hedge fund-like' absolute return strategy within the SMA space that broadens the investable universe ...