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Showing 6901 - 6910 of 9822 results for "Advisers"

LUCRF ramps up advice

LAURA MILLAN  |  MONDAY, 15 APR 2013
... has launched a series of seminars throughout Australia to allow its membership direct access to the fund's financial advisers. A team of 20 LUCRF advisers will travel around the country to hold weekly seminars basis, LUCRF Advice Service general manager ...

Sherry joins calls to watch SMSF property spruikers

MARK SMITH  |  FRIDAY, 12 APR 2013
... that establishing an SMSF was one of the most significant steps a person makes in their financial life. "Accountants and advisers play a trusted role in the decision. We need to ensure that these gatekeepers are only setting up funds for people that ...

Coalition vow to leave SMSFs alone

MARK SMITH  |  FRIDAY, 12 APR 2013
... leave self-managed super fund (SMSF) legislation alone if they won the next election. Addressing an audience of SMSF advisers, accountants and auditors at the CPA's annual SMSF conference in Sydney yesterday, Cormann said that people were looking for ...

Provisio releases member-to-adviser tech tool

LAURA MILLAN  |  THURSDAY, 11 APR 2013
... already providing the service to three major industry superannuation funds and is discussing the solution with retail advisers, dealer groups and institutional advice networks. With the new tool, clients can search for advice online through the Provisio ...

Towers Watson builds Investment team

LAURA MILLAN  |  THURSDAY, 11 APR 2013
... office, focusing on client consulting. Before joining Towers Watson, Brereton was associate director at Access Capital Advisers, where he consulted on manager selection, portfolio construction and capital markets research. Dania Zinurova has been appointed ...

ASIC delays start date for advisers exam

LAURA MILLAN  |  THURSDAY, 11 APR 2013
... Australian Securities and Investments Commission (ASIC) has delayed the implementation of a national examination for financial advisers. ASIC said that the objective is to allow appropriate time for other reforms to be implemented in the financial advice ...

PIS award financial adviser of the year

LAURA MILLAN  |  THURSDAY, 11 APR 2013
... Bineham from Noall & Co, while Evalesco Financial Services received the Practice of the Year award. "Financial and risk advisers and mortgage brokers have a constantly changing role and are always facing new challenges arising from the dynamic nature ...

Planners must boost SMSF specialisation: SPAA

ALICE URIBE  |  THURSDAY, 11 APR 2013
... seismic shift in how the adviser re-engages with the Trustee is around looking at becoming specialised in the space. Advisers are coming to us and saying my client is asking me if I am a specialist. Advisers need to leverage this and improve their competencies ...

ASIC targets SMSF confidence tricksters

MARK SMITH  |  THURSDAY, 11 APR 2013
The Australian Securities and Investment Commission (ASIC) will target 'unscrupulous' advisers trying to make quick money out of the fast-growing self-managed superannuation fund (SMSF) industry. Addressing a packed room at the Hilton Hotel in Sydney ...

Centric Wealth recalibrates advice through newly-formed board

ALICE URIBE  |  WEDNESDAY, 10 APR 2013
... the Centric Wealth client advisory group confirmed that quality of advice was more valuable than price. "For me and our advisers the most important message was that fees will only be an issue if the client does not believe they are receiving value. We ...