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Showing 6851 - 6860 of 9822 results for "Advisers"

MFAA offers new SMSF training programs

JAMES FERNYHOUGH  |  MONDAY, 27 MAY 2013
... Association of Australia (MFAA) will launch three new self-managed superannuation fund (SMSF) training programs for credit advisers. The programs aim to improve participants' understanding of their role in setting up Limited Recourse Borrowing Arrangement's ...

Retirees could benefit from a vibrant annuities market

JAMES FERNYHOUGH  |  FRIDAY, 24 MAY 2013
... benefit illustrations. The average person, he said, does not speak financial jargon, and therefore is at the mercy of advisers. "If you're told something by the experts - even implicitly - that's what you believe." Accurate risk communication is therefore ...

netwealth's advice group moves advice ops

ALICE URIBE  |  THURSDAY, 23 MAY 2013
... development and practice improvement." "We wanted to move from a non- aligned business to an aligned business, to make our advisers more efficient and to create more adviser tools," he said. Bridgeport Financial Services managing director Kedra Egan ...

BT upgrades Asgard and BT Wrap ahead of FoFA

STAFF WRITER  |  WEDNESDAY, 22 MAY 2013
BT Financial Group has updated its Wrap Desktop and AdviserNET to assist advisers prepare for their Future of Financial Advice (FoFA) obligations. "Advisers now have administrative support for most of their obligations around fee disclosure statements ...

NDIS does not replace life insurance

ALEX DUNNIN  |  WEDNESDAY, 22 MAY 2013
... Insurance Scheme (NDIS), does not replace the need for life insurance, argues AIA Australia (AIA) in a briefing note to advisers. "When the concept of the DisabilityCare scheme (formerly known as the NDIS) was first announced by the government, concerns ...

Rubik to purchase Visor Desktop from Macquarie

STAFF WRITER  |  TUESDAY, 21 MAY 2013
... customer facing staff. Visor is suite of financial planning tools and software solutions for independent or boutique advisers, and is based on Rubik's COIN financial planning software system that Rubik purchased from Macquarie in 2012. COIN is a technology ...

Tyndall Aus Bond fund added to North platform

MARK SMITH  |  TUESDAY, 21 MAY 2013
... contains growth assets. Our fund is already listed on most platforms and making it available to the large number of AMP advisers dramatically increases its accessibility," he continued. The Tyndall Australian Bond fund has ratings from Zenith, Lonsec ...

LGBT wealth management market worth $3trn

MARK SMITH  |  TUESDAY, 21 MAY 2013
... Gay, Bisexual and Transgender (LGBT) community represents a multi-trillion dollar opportunity for wealth managers and advisers, according to estimates from advisers specialising in the area. The campaign to legalise gay marriage in Australia has received ...

Affinia appoints new national manager

STAFF WRITER  |  MONDAY, 20 MAY 2013
... enjoyed much interest in our offering. I'm personally proud of how our network is not only growing but the voice our advisers are having in our evolution. They see value to what we supply, and this new role continues the value-add we offer advisers." ...

Melbourne-based BDM joins Morningstar

STAFF WRITER  |  MONDAY, 20 MAY 2013
... consulting to financial planning and accounting practices; strategy consulting with Foxrock Consulting and Zest Wealth Advisers; and working in business development/wealth advice with Fordham Investment Management. Callaghan has bachelor's degrees in ...