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Showing 6671 - 6680 of 9822 results for "Advisers"

In estate planning, beware of remarried clients

LAURA MILLAN  |  FRIDAY, 30 AUG 2013
... or even fourth marriage are the most complicated to deal with when it comes to estate planning and this is something advisers should take into consideration. When working on the wills of this kind of clients, advisers consider current spouses, former ...

YBR posts loss but boost in wealth management

LAURA MILLAN  |  THURSDAY, 29 AUG 2013
... related advice enquiries, which represents an increase of approximately 42% on previous period. At the same time, its advisers billed $1 million in fees, an increase of 255% over the previous year figure of $276,000. Funds under advice went from $82.3 ...

PIS could face class action over "inadequate" advice

LAURA MILLAN  |  THURSDAY, 29 AUG 2013
... failed to offer any alternative investments," Whitwell said. "The proposed action will allege that the relevant financial advisers did not recommend an appropriate product when they recommended the Bonni-Foi investment," he said. "These are mum and dad ...

Wealthy parents fear kids can't handle family fortune

MARK SMITH  |  THURSDAY, 29 AUG 2013
... children in financial discussions is central decision for the ultra-wealthy and many family office and private wealth advisers have specialists in managing inter-generational wealth. The study, part of U.S. Trust's Insights on Wealth and Worth series ...

NAB continues wealth division reshuffle

LAURA MILLAN  |  WEDNESDAY, 28 AUG 2013
... Colonial First State. "I'm excited about building on the strong momentum that the advice network has and helping our advisers adapt to the new world for advice and take advantage of the opportunities that abound," Allen said.

AAP hits adviser milestone ahead of buyout

LAURA MILLAN  |  TUESDAY, 27 AUG 2013
... Centrepoint currently owns 55% of AAP and it estimates that with the acquisition of the dealer group it will have over 1,400 advisers. "We are not a licensee, product manufacturer or an institution, we are purely there to assist licensees grow their ...

Bowen and Cormann at odds over adviser enshrinement

LAURA MILLAN  |  TUESDAY, 27 AUG 2013
... Coalition wins on September 7 it will start talks with the Financial Planning Association (FPA), the Association of Financial Advisers (AFA) and other to "explore with them how best to move forward." Both Bowen and Cormann spoke during the ongoing Financial ...

ClearView reports 92% drop in profits

JAMES FERNYHOUGH  |  TUESDAY, 27 AUG 2013
... volatility from period to period is to be expected." On the positive side, ClearView reported a 46% increase in the number of advisers in the dealer group of the financial year, reaching 102 on 30th June 2013. Swanson said the board had decided to pay ...

Twitter co-creator to speak at AFA Conference

LAURA MILLAN  |  TUESDAY, 27 AUG 2013
... Twitter co-creator Dom Sagolla will be speaking about how the social network started at the Association of Financial Advisers (AFA) Conference in October. Sagolla who has left Twitter, now heads a successful phone applications company. "Dom has the comeback ...

AMPFP not relevant without future growth

MARK SMITH  |  MONDAY, 26 AUG 2013
... for five years. The second area for growth is external planners. A dedicated team of recruitment specialists targets advisers by emphasising AMPFP's value proposition. Guggenheimer said advisers who join AMPFP are attracted to the self-employed business ...