Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 6921 - 6930 of 9822 results for "Advisers"

Perpetual completes wrap platform overhaul

MARK SMITH  |  TUESDAY, 2 APR 2013
... came ahead of schedule in April 2012 in the form of the group's superannuation wrap platform. That installment enabled advisers and clients to draw all of their investments together around a central cash account and track the investments through daily ...

MDA guidance review will bring coherence and consistency

LAURA MILLAN  |  THURSDAY, 28 MAR 2013
Advisers and fund managers welcome the Australian Securities and Investments Commission (ASIC) review of Managed Discretionary Accounts (MDA) guidance as it will bring coherence and consistency to an under-regulated sector. "The review is a good thing ...

UK adviser reforms drive out 9,400 advisers

ALEX DUNNIN  |  THURSDAY, 28 MAR 2013
... to increase the professionalism of their adviser force has already lead to a 23% collapse in the number of financial advisers. The figures, based on analysis released by the UK Financial Services Authority, are being widely reported in the UK financial ...

Earnings growth key to equity returns

MARK SMITH  |  THURSDAY, 28 MAR 2013
... director Tim Samway, who believes that a focus on company fundamentals is the only way to go. Presenting to financial advisers from around Australia, the equity specialist said the most effective way to beat the market is to hold companies that can predictably ...

Admin costs rise four-fold off-platform: research

ALICE URIBE  |  THURSDAY, 28 MAR 2013
Advisers who choose to go off-platform when handling client investments could be hit with higher admin costs, in one case four times more compared with staying on-platform, research found. The report undertaken by Praxis Partners and commissioned by ...

CFSGAM appoints CIO, infra analyst

LAURA MILLAN  |  WEDNESDAY, 27 MAR 2013
... cumulative 21%. It has also surpassed the MSCI World Index by 28%. Kohen was previously associate director of Access Capital Advisers, a specialist infrastructure management firm.

Extension looks likely for adviser tax advice changes

ALICE URIBE  |  WEDNESDAY, 27 MAR 2013
... confident treasury will extend the deferment period of the application of the Tax Agents Services Act (TASA) to financial advisers. Currently financial planners providing tax advice as part of financial advice are exempt from TASA 2009. However the deferral ...

Social networks boost demand for financial advice

LAURA MILLAN  |  WEDNESDAY, 27 MAR 2013
... as a way to improve access to financial advice. Australians enter their postcode and the directory selects the closest advisers from a list of more than 7,500 FPA practitioner members based around the country. "The Find a Planner tool is our way of providing ...

FSC announces winners of insurance awards

LAURA MILLAN  |  WEDNESDAY, 27 MAR 2013
... potential clients. Macquarie Life won the Consumer Innovation Award for its Active Body product, an online tool which helps advisers to clearly communicate to their clients the benefits of life and living insurance. The head of Life Insurance at BT Financial ...

IRESS launches XPLANtouch app

LAURA MILLAN  |  TUESDAY, 26 MAR 2013
IRESS has launched the XPLANtouch tablet application for financial advisers, a tool that allows advisers to access client data and portfolios in real time. XPLANtouch is an extension of the XPLAN advice platform and is available on all tablets including ...