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Showing 6941 - 6950 of 9822 results for "Advisers"

US advisers don't understand clients risk tolerances

ALEX DUNNIN  |  FRIDAY, 15 MAR 2013
Advisers in the US are recommending products to clients based on inadequate risk profiling assessments, according to research from Cerulli Associates. The result is that clients are being put into investment and risk products that don't suit their risk ...

Stanford Brown tops Genesys awards

MARK SMITH  |  THURSDAY, 14 MAR 2013
Stanford Brown Financial Advisers has collected the top honours at this year's Genesys Wealth Advisers Awards, which aim to celebrate excellence in financial planning. The North Sydney-based financial advisers picked up both the Member Firm of the Year ...

UK AIC launches investor-friendly website

LAURA MILLAN  |  THURSDAY, 14 MAR 2013
... Companies (AIC) has launched a new consumer-friendly and interactive website addressed to retail investors and their advisers. "Many investors see the AIC site as the first 'port of call' for learning about the sector and we want to make sure they find ...

Zurich launches automated risk data feed

LAURA MILLAN  |  THURSDAY, 14 MAR 2013
Zurich Financial Services announced this week the launch of automated risk data feeds for advisers, which is available through the XPLAN financial planning program. Advisers can use this tool to access in-force policy and client information, which is ...

Adviser-client communication directly linked to profits: survey

LAURA MILLAN  |  WEDNESDAY, 13 MAR 2013
Good communication not only guarantees a closer relationship between financial advisers and clients, it can also have a direct impact on the practices' profitability, research shows. According to the "New frontiers: the age of consumers" report by Business ...

Virgin blazes trail with redundancy cover

MICHELLE BALTAZAR  |  WEDNESDAY, 13 MAR 2013
... redundant, or if self-employed, if their business is declared insolvent. This contrasts with offerings available to financial advisers where if the insured is made redundant, they don't receive any payouts but their premiums are waivered over an agreed ...

CFS FirstWrap regains platform top spot

MARK SMITH  |  WEDNESDAY, 13 MAR 2013
... introduced a number of improvements to its offering in 2012 which included the addition of e-Post, a secure, online portal for advisers to submit scanned forms for processing; improving reporting; and enhancing its listed securities research which is ...

Advisers overlooking business development

MARK SMITH  |  WEDNESDAY, 13 MAR 2013
Advisers are failing to take advantage of the help their dealer group can offer them to grow their business, according to a recent survey from boutique financial services firm The Advice Exchange. The private equity firm surveyed 200 advisers and found ...

Advisers open to double allocation to global equities

MARK SMITH  |  TUESDAY, 12 MAR 2013
An industry spot poll found that financial advisers are open to switching from a 70:30 split on their domestic versus global equities allocation to a 50:50 following a well-argued case on the merits of investing more offshore. Attended by more than ...

SSgA launches global equity ETFs

MARK SMITH  |  TUESDAY, 12 MAR 2013
State Street Global Advisers (SSgA) has announced the launch of two new exchange traded funds (ETFs), giving Aussie investors cheap access to international equities. The SPDR S&P World ex-Australia ETF will begin trading on the ASX in the coming weeks ...