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Showing 6651 - 6660 of 9822 results for "Advisers"

New AllianceBernstein fund offers solution for Fed tapering

MARK SMITH  |  THURSDAY, 12 SEP 2013
... acquired more duration and concentration risk, too," she said. Martier added that with interest rates destined to rise, advisers must help clients adjust their fixed-income allocations appropriately, striking the right balance between personal risk profiles ...

Aussies mainly concerned about super and retiring

LAURA MILLAN  |  WEDNESDAY, 11 SEP 2013
... relating to retirement saving, superannuation, debt and life insurance. Clients also used Twitter to address financial advisers and over 250 tweets with the hashtag #FPWeek were written.

Accounting and advice practices likely to increase mergers

LAURA MILLAN  |  WEDNESDAY, 11 SEP 2013
... and merging with many financial planning practices." However, the reverse is also likely to happen, with a number of advisers willing to acquire accounting practices as they need to become registered tax agents under the Tax Agent Services Act (TASA) ...

Bombora signs first partner, signals more expansion

ALICE URIBE  |  WEDNESDAY, 11 SEP 2013
... beginning of 2012 after 20 years with the company. CRA was founded in 1998 with a head office in Melbourne and has six advisers and eight support staff providing advice services to the clients of fifty-five referring partners across Victoria and New ...

Challenger dismisses Access takeover rumours

JAMES FERNYHOUGH  |  TUESDAY, 10 SEP 2013
Challenger is unlikely to take over infrastructure investment specialist Access Capital Advisers, despite media reports claiming the transaction was virtually a done deal. A spokesperson for Challenger said that the company's Fidante Partners division ...

Industry backs Cormann as Superannuation Minister

LAURA MILLAN  |  MONDAY, 9 SEP 2013
... relevant Minister," the Financial Planning Association (FPA) chief executive Mark Rantall said. The Association of Financial Advisers (AFA) said that it supports the changes to the Future of Financial Advice (FoFA) legislation announced by Cormann and ...

Aussie ETF use reaches new level of sophistication

MARK SMITH  |  MONDAY, 9 SEP 2013
The sophisticated ways in which Australian advisers are using exchange traded funds belies the relative immaturity of the local market, according to BlackRock's global ETF business iShares. BlackRock director and iShares specialist Jonathan Howie said ...

Advisers to justify platform choice under best interest

LAURA MILLAN  |  FRIDAY, 6 SEP 2013
... issue that platform operators with aligned dealer groups often have conflicts of interest which "potentially results in advisers giving advice that may not be in the best interests of the client." In Regulatory Guide 148 "Platforms that are managed investment ...

Advisers' "bickering" looks unprofessional

LAURA MILLAN  |  FRIDAY, 6 SEP 2013
Advisers should try to be less emotional and stop "bickering" with each other if they want to look professional to their clients, a Financial Planning Association (FPA) board member said. FPA board member Peter O'Toole said that he wishes to see "an ...

Asteron takes on former Aon Hewitt exec

JAMES FERNYHOUGH  |  THURSDAY, 5 SEP 2013
... Hawke said. Hawke said: "Asteron Life's strategy is to create a sustainable future for our industry - for customers, advisers and manufacturer - which means aligning to high performing partnerships with advisers, that provide ongoing value to their business." ...