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Showing 6821 - 6830 of 9822 results for "Advisers"

Lonsec and Milliman partner for post-retirement research

MARK SMITH  |  TUESDAY, 11 JUN 2013
... which meets the needs of superannuation funds and institutions, and which his also aligned to the challenges faced by advisers in the post- Future of Financial Advice (FoFA) world. With the initiative, de Pourbaix said Lonsec and Milliman would focus ...

Skaffold to set up alert service

ALICE URIBE  |  TUESDAY, 11 JUN 2013
An automated alert service will be added to online equity research product Skaffold, to enable advisers to better track clients' investments. The new service, which is due to be rolled out at the end of July, allows advisers to enter attributes of a ...

IFM look to Latin America in latest appointment

JAMES FERNYHOUGH  |  FRIDAY, 7 JUN 2013
... from 2009 to 2012. Prior to that he was CFO of Ferrovial from 1993 to 2009. Villes is the fourth senior infrastructure advisers IFM has appointed in the past 12 months, part of a move to expand into US, Europe and Latin America.

Corporate super specialists ask Treasury for FoFA exemption

JAMES FERNYHOUGH  |  FRIDAY, 7 JUN 2013
... in its entirety is a viable business model," Latto said. Latto is also concerned that non-corporate super specialist advisers do not have the expertise needed to fill the gaps in the market that FoFA will create. "This would have devastating consequences ...

Austock Life appoints national sales manager

LAURA MILLAN  |  FRIDAY, 7 JUN 2013
... in building and managing sales teams for retail funds and master trusts. Gobbo has an extensive network of financial advisers and has worked with BT for 22 years in a number of roles, including national key account manager in Victoria. He also occupied ...

Free service may help advisers bypass FoFA costs

JAMES FERNYHOUGH  |  THURSDAY, 6 JUN 2013
Curve Securities' new service, 'TD Gateway', will enable financial advisers to bypass many of the costs associated with the Future of Financial Advice (FoFA) reforms, according to Curve managing director Andrew Murray. The free-of-charge service will ...

SME with accountant advice are more successful: research

LAURA MILLAN  |  THURSDAY, 6 JUN 2013
Small and medium enterprises (SME) using their accountants as advisers are more likely to achieve financial success, according to MYOB Business Monitor research. The March 2013 MYOB Business Monitor found that 21% of SMEs with an advisory relationship ...

Advisers should facilitate philanthropic giving

LAURA MILLAN  |  THURSDAY, 6 JUN 2013
Tax payers should not look at philanthropy as simply a way of finding deductions, and financial advisers should facilitate philanthropic giving, Opportunity International Australia says. Only 2.1% of Australians have a financial planners offering advice ...

ASIC updates MIS guidance

LAURA MILLAN  |  THURSDAY, 6 JUN 2013
... 2013 to comply with the new requirements. The updated policy guidance provides clarity to operators of schemes and their advisers, ASIC commissioner Greg Tanzer said. The document focuses on the steps to acquire an interest in the scheme and the powers ...

Government extends TASA exemption

LAURA MILLAN  |  THURSDAY, 6 JUN 2013
The federal government's Assistant Treasurer David Bradbury has extended the exemption for financial advisers of the Tax Agent Services Act (TASA) bill and has referred the bill to the Parliamentary Joint Committee for an inquiry. After pressure from ...