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Showing 6661 - 6670 of 9822 results for "Advisers"

Lonsec highlights hedge fund classification concerns

MARK SMITH  |  THURSDAY, 5 SEP 2013
... platforms to revisit their own categorisation of products, which could have an impact on how products are used by financial advisers," explained Lonsec senior investment analyst, Rui Fernandes. "Secondly, this is likely to touch on the day-to-day relationship ...

FoFA changes, an improvement to advice businesses

LAURA MILLAN  |  THURSDAY, 5 SEP 2013
... Financial Advice (FoFA) legislation are an improvement to financial planning businesses and are attractive to customers, some advisers are saying. "I am transitioning to a fee for service business model and I am feeling I am becoming better," Noall & ...

Netwealth nabs AMP exec

JAMES FERNYHOUGH  |  WEDNESDAY, 4 SEP 2013
... months as we reshape the business to offer increased and more tailored services to our Principle business owners and advisers. "Peter's appointment ensures an increased focus on recruitment of new businesses, business development, key relationship management ...

AMP bolsters corporate super business

LAURA MILLAN  |  WEDNESDAY, 4 SEP 2013
... than ever to have a strong team in place to ensure we're continuing to offer the right solution for employer groups, advisers and our customers," Roy said. "Along with the introduction of MySuper, changing customer behaviour and technological change ...

WealthSure undertakes major reform of the business

LAURA MILLAN  |  TUESDAY, 3 SEP 2013
... following concerns by the Australian Securities and Investments Commission (ASIC) over poor compliance and failure to monitor advisers' actions. The dealer group will focus on training the advisers and the compliance team. WealthSure will develop an ...

Kenyon Partners renames to Connect Financial

LAURA MILLAN  |  MONDAY, 2 SEP 2013
... legislation, dealer groups will quickly turn their focus and attention to succession planning as Baby Boomer practice owners and advisers seek to exit the industry and retire. Connect is also confident that advice firms will be outsourcing mergers and ...

CFS adds Tyndall Australian share fund to FirstWrap

ALICE URIBE  |  MONDAY, 2 SEP 2013
... Tyndall AM's Tyndall Australian Share Concentrated Fund has been added to Colonial First State's FirstWrap platform, as advisers see clients focus on total returns and become increasingly more risk aware. The fund was launched to the retail market in ...

MDAs key to proving value of advice

JAMES FERNYHOUGH  |  FRIDAY, 30 AUG 2013
... to their service offerings in the post-FoFA world, according to Brett Sanders, joint chief executive of Philo Capital Advisers. Sanders said that the bad rap advisers have received of late has led many investors to dispense with advice altogether and ...

AMP adds four NZ advice firms to network

MARK SMITH  |  FRIDAY, 30 AUG 2013
... Investments Ltd and Colin Strang Financial Services Ltd. The transactions mean AdviceFirst now has 39 qualified financial advisers in Auckland, Hamilton, Palmeston North, Kapiti, Lower Hutt, Wellington, Canterbury and Otago providing insurance, investment ...

IFS to triple adviser numbers in 3 years

LAURA MILLAN  |  FRIDAY, 30 AUG 2013
... advice, but we anticipate a 30% increase of adviser numbers in the next months," Danaher said. IFS currently has about 75 advisers and it expects to triple the number of financial advisers over the next three years. Danaher admitted that the number of ...