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Showing 6781 - 6790 of 9822 results for "Advisers"

FSC lobbies Rudd for last minute FoFA delay

MARK SMITH  |  THURSDAY, 27 JUN 2013
... industry readied itself for the new regime properly. The FoFA reforms are a set of laws which change the way financial advisers do business, particularly affecting the way they are remunerated. They are aimed at getting a fairer deal for consumers. The ...

HUB24 adds Perpetual SMA to platform

LAURA MILLAN  |  THURSDAY, 27 JUN 2013
... added AIA retail life insurance products. "HUB24's market leading SMA/Managed Portfolio functionality provides financial advisers with a unique product alternative, offering significant cost and tax efficiencies over traditional managed fund solutions," ...

Advisers saturate HNW space

LAURA MILLAN  |  THURSDAY, 27 JUN 2013
An increasing number of advisers are turning their attention to servicing high net worth (HNW) clients, a market that is fast becoming overcrowded according to Harris Fraser managing partner Marc Geary "It has been harder and harder to service the HNW ...

Robbie Bennetts takes stake in Beacon

MARK SMITH  |  THURSDAY, 27 JUN 2013
... about the new alliances we're forming," Daly said. "We don't impose mandates on products and platforms, and we believe advisers should be free to look at whatever options are available and in the best interests of clients."

Endowment bond product frees SMSFs to add risk

MARK SMITH  |  THURSDAY, 27 JUN 2013
... instruments. EBX chief operating officer Andrew Bennett said the bonds had received a positive reception in their talks with advisers and, just six weeks after launching, were already included on a number of approved product lists.

Rubik launches COIN app

LAURA MILLAN  |  THURSDAY, 27 JUN 2013
... launched an iPad application that allows financial planners to access clients' portfolios directly from COIN software. Advisers can also update the personal details of existing clients, create new client groups and view and create file notes for clients. ...

Guardian Advice invests in WA planning firm

MARK SMITH  |  WEDNESDAY, 26 JUN 2013
... support the succession strategy of the firm by enabling the transition of the remaining equity ownership to other key advisers. "Our equity partnership model will enable the successor to build their wealth and eventually take full ownership of an established ...

Centrepoint set to complete full AAP acquisition

LAURA MILLAN  |  WEDNESDAY, 26 JUN 2013
... managing director John de Zwart told Financial Standard. With the acquisition of AAP, Centrepoint will have over 1,400 advisers, de Zwart confirmed. "As an independent dealer group our focus is on the adviser and on the client, which are not necessarily ...

AFA Adviser of the Year hands back AFSL, joins Affinia

LAURA MILLAN  |  WEDNESDAY, 26 JUN 2013
... Edmondson has handed back the licence of Queensland-based Business & Estate Planning Specialists and a number of its advisers will also join Affinia Financial Advisers, which is backed by life insurance group TAL. "After holding the licence for a number ...

Curve appoints head of adviser relations

JAMES FERNYHOUGH  |  TUESDAY, 25 JUN 2013
... Shane Heard as director of TD Gateway - adviser relations. TD Gateway, which was launched last month, service will give advisers access to 'specials' - term deposits with better-than-usual rates of interest. Heard has 13 years' experience in customer ...