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Showing 6741 - 6750 of 9822 results for "Advisers"

AFA to welcome "first timers" in 2013 conference

LAURA MILLAN  |  MONDAY, 22 JUL 2013
The Association of Financial Advisers (AFA) is ready to welcome new delegates at its 2013 Conference in October with an event specifically designed to help them. The "First Timers" session will help new delegates to develop a network of contacts and ...

Fidelity Worldwide Investment cuts minimum investment amounts

MARK SMITH  |  MONDAY, 22 JUL 2013
... at the platform minimum investment. This launch of a wholesale fund range means Fidelity's funds will be available to advisers who prefer to buy funds directly. It also opens up the funds to self-managed superannuation funds (SMSFs) who have had limited ...

FPA wants schools to teach financial literacy

LAURA MILLAN  |  FRIDAY, 19 JUL 2013
... such as training more teachers to teach financial literacy in schools. The FPA also said that it supported financial advisers who want to run school and community-based seminars aimed at financial education and proposes to extend this program to a broader ...

PIS appoints PwC as independent expert

LAURA MILLAN  |  THURSDAY, 18 JUL 2013
... audit and pre-vet functions. The order came after ASIC expressed concerns over PIS compliance and the performance of its advisers. "We have undertaken a complete redesign of our compliance processes, training, recruitment and governance along with a ...

FPA sets out opposition to self-education cap

LAURA MILLAN  |  THURSDAY, 18 JUL 2013
... Commission (ASIC) has recently issued consultation paper CP212 that proposes to increase competency and training standards for advisers. The paper suggests that advisers should have an advanced diploma level from 2015 and a university degree level from ...

ASIC orders further PIS scrutiny over compliance concerns

LAURA MILLAN  |  WEDNESDAY, 17 JUL 2013
... expert, although it didn't reveal its identity. PIS is one of Australia's largest financial planning firms, with 527 advisers.

Zurich makes platform debut, mulls providers

LAURA MILLAN  |  WEDNESDAY, 17 JUL 2013
... provider and will be offering its products through netwealth. "Our overarching strategy has been focussed on helping advisers improve their back office efficiency through a number of technology mediums. "Initially a major priority was around delivering ...

OneVue strenghtens platform offering

LAURA MILLAN  |  WEDNESDAY, 17 JUL 2013
... package options from August 2013. WRAP+ and UMA VANTAGE will incorporate a simplified fee structure. WRAP+ will enable advisers and clients to operate cash, margin loans and custodial shares on the platform. It will give them access to around 800 managed ...

Westpac launches annuity lookalike

JAMES FERNYHOUGH  |  WEDNESDAY, 17 JUL 2013
Westpac Institutional Bank has launched an "annuity-style" product in response to demand from financial advisers seeking options to help clients achieve retirement goals. The Westpac Annuity Deposit will require a minimum deposit of $50,000 and will ...

Morningstar to provide share research to RBS Morgans

MARK SMITH  |  WEDNESDAY, 17 JUL 2013
... ratings, as well as data for stocks, commodities, managed funds and exchange-traded funds. "Australian investors and their advisers are increasingly looking to incorporate international companies into their portfolios," Morningstar Australasia chief ...