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Showing 6891 - 6900 of 9822 results for "Advisers"

Guardian Advice boosts team with 5 appointments

LAURA MILLAN  |  TUESDAY, 23 APR 2013
... technology specialist and will be responsible for designing, facilitating and delivering COIN technology training to advisers and their support staff.

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STAFF WRITER  |  TUESDAY, 23 APR 2013
... feature the CPA Australia SMSF conference and expo 2013 and Laura Millan investigates the top trends in life risk that advisers need to be on top of to ensure adequate coverage for clients. We also take an in-depth look at the government's super reform ...

Lonsec expands research team

LAURA MILLAN  |  MONDAY, 22 APR 2013
... Edward Rickard and James Kirk as graduate investment analysts. Lonsec has launched a series of services focused to assist advisers in an evolving financial services environment. It has created a new research pillar - Strategic Research, a retirement ...

OneVue adds Perpetual first SMA to platform

LAURA MILLAN  |  FRIDAY, 19 APR 2013
... portfolios managed by Perpetual within a tax effective and more transparent structure. "The new Perpetual SMA will offer advisers a complementary solution to other investment managers and increased choice," OneVue chief executive of strategic relationships ...

Commonwealth Financial Planning restructures adviser remuneration

LAURA MILLAN  |  THURSDAY, 18 APR 2013
... announced the restructure of its adviser remuneration packages. As part of the changes it has removed trail commissions for advisers on managed investments and platforms. Insurance renewal revenue will be shared at a flat rate of 10%. Commonwealth Financial ...

CFS creates wrap platform for Infocus

ALICE URIBE  |  THURSDAY, 18 APR 2013
Colonial First State (CFS) has created a full-service wrap platform to assist advisers in meeting the regulatory requirements of the incoming Freedom of Financial Advice (FoFA) regime. The platform, called 'Ultimate' consists of a superannuation and ...

BGL to provide automated property data for SMSFs

LAURA MILLAN  |  TUESDAY, 16 APR 2013
... with analytics group RP Data to provide automated property data to self-managed superannuation funds (SMSF) and their advisers. SMSF holders and financial planners will be able to access a number of administration solutions that provide property valuations ...

New framework to improve company reporting

LAURA MILLAN  |  TUESDAY, 16 APR 2013
... consultation from the the IIRC's global membership, which includes leading companies, investors, regulators, professional advisers and NGOs. The IRF is aimed at improving the standard and depth of company reporting by addressing all dimensions of the ...

Is benchmarking being legislated?

LAURA MILLAN  |  MONDAY, 15 APR 2013
... said. Van Eyk Senior Asset Consultant Fil Andronaco noted that many portfolios had a bias to "quality stocks", because advisers wanted to minimise risk in their equity portfolios. However, as quality stocks had performed so well and value stocks so poorly ...

Don't sell your fixed income investments: JBWere

MARK SMITH  |  MONDAY, 15 APR 2013
... some mispricing opportunities. With the stock market now looking "close to fair value" Roux also told private wealth advisers to think about other ways they could help protect clients recent equity market returns such as via term deposits, government ...