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Showing 6721 - 6730 of 9822 results for "Advisers"

ASIC wants more adviser record-keeping rules

LAURA MILLAN  |  THURSDAY, 1 AUG 2013
The Australian Securities and Investments Commission (ASIC) has proposed that financial advisers improve the way they keep their records as part of the best interest duty obligation under the Future of Financial Advice (FoFA) regulation. In Consultation ...

Investment bonds a low-tax alternative to super: IOOF

JAMES FERNYHOUGH  |  THURSDAY, 1 AUG 2013

TAL puts focus on super in latest offering

JAMES FERNYHOUGH  |  WEDNESDAY, 31 JUL 2013

Aussie super, a tempting catch for organised crime

LAURA MILLAN  |  WEDNESDAY, 31 JUL 2013
... said. "Organised crime involved in frauds such as the Trio Capital fraud has access to very specialised professional advisers who monitor changes in the environment, and develop strategies and schemes aimed at targeting remaining vulnerabilities in the ...

Advisers warned: take sequencing risk seriously

JAMES FERNYHOUGH  |  WEDNESDAY, 31 JUL 2013
... Australia (SPAA) State Technical Conference, Professor Drew said that in order to avoid the pitfalls of sequencing risk, advisers need to shift their emphasis from rates of return to asset allocation. Drew gave the real-life example of two police officers ...

AIA Group reports 34% profit growth

LAURA MILLAN  |  TUESDAY, 30 JUL 2013
... Australia chief executive Peter Crewe said the results reflect the company's commitment to building strong partnerships with advisers, intermediaries and trustees. "We have moved beyond a transactional relationship with partners and customers to become ...

Best Interest drives advisers away from products

LAURA MILLAN  |  MONDAY, 29 JUL 2013
... Australian Unity Personal Financial Planning head of financial advice Craig Meldrum said during an Association of Financial Advisers (AFA) roadshow in Sydney. Meldrum told the audience that advisers will have to put together "a defensible advice process ...

R&D focus giving Asian companies greater pricing power

MARK SMITH  |  FRIDAY, 26 JUL 2013
... means many are fast becoming world beaters, according to one Fidelity portfolio manager. Presenting to more than 300 advisers at an event in Sydney with regional planners joining online, Fidelity Asia fund manager David Urquhart talked through the structural ...

Ex Genesys CEO joins boutique board

JAMES FERNYHOUGH  |  FRIDAY, 26 JUL 2013
... Kirk has executive experience across the financial services, including a period as chief executive of Genesys Wealth Advisers and the platform business Synergy Capital Management. Implemented Portfolios managing director Santi Burridge said, "We welcome ...

FoFA could lock advisers into licensees for life

LAURA MILLAN  |  FRIDAY, 26 JUL 2013
The additional Future of Financial Advice (FoFA) regulations concerning the grandfathering provision could lock advisers into their licensee's dealership for life, consultancy firm Radar Results said. Industry bodies are already lobbying for changes ...