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Showing 681 - 690 of 1190 results for "NAV"

Advisers struggle with untapped SMSF market

KARREN VERGARA  |  FRIDAY, 12 JUL 2019
The demand for self-managed superannuation fund advice has stagnated over the last decade, while overall satisfaction with financial planners has declined to a seven-year low. This is according to Vanguard and Investment Trends' March 2019 SMSF Report ...

New features for My AMP

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 JUL 2019
The 650,000 clients using AMP's My AMP wealth management website will now have access to a range of new features. The new features include an interactive goals timeline where clients can identify their goals and source educational materials and access ...

Linda Elkins to depart Colonial First State

KANIKA SOOD  |  MONDAY, 8 JUL 2019
Colonial First State executive general manager Linda Elkins has resigned to replace Paul Howes at KPMG. Elkins has been appointed KPMG's national sector leader - asset and wealth management. She will join the firm effective August 5, taking over ...

Advice firm expands to Dubai

ELIZABETH MCARTHUR  |  TUESDAY, 2 JUL 2019
A financial advice firm catering to Australian expats is set to establish a new office in Dubai. Atlas Wealth Management will open a new office in Dubai, located in the Dubai International Finance Centre. The goal of the expansion is for Atlas to provide ...

Self-licensing trend boosts ClearView offering

ELIZABETH MCARTHUR  |  TUESDAY, 25 JUN 2019
ClearView's LaVista Licensee Solutions has had a boost to its books thanks to the increase in self-licensed financial advice practices seeking dealer services, such as back-office infrastructure and support. Now NSW-based practice Macaplan Financial ...

Navigating the new Pensioners Loan Scheme

KANIKA SOOD  |  THURSDAY, 6 JUN 2019
Age pensioners may be able to borrow up to $54,000 against their family home from July 1 but retirees must weigh individual circumstances before applying for the revamped Pensioners Loan Scheme, says AMP. The scope of the Pensioners Loan Scheme, which ...

Advisers losing female clients

ELIZABETH MCARTHUR  |  THURSDAY, 6 JUN 2019
Female financial advice clients aren't getting the support they need from financial advisers, putting client books at risk. Appearing at the Sydney leg of the Association of Financial Advisers' National Roadshow yesterday, financial adviser and 2018 ...

Managed accounts provider recruits portfolio manager

KARREN VERGARA  |  MONDAY, 3 JUN 2019
A managed accounts provider has hired a long-serving portfolio manager from Hyperion Asset Management. Elston Asset Management appointed Justin Woerner as a portfolio manager in April. He spent more than 14 years at Hyperion, starting out as an investment ...

FPA moves to improve adviser mental health

ELIZABETH MCARTHUR  |  FRIDAY, 31 MAY 2019
The Financial Planning Association of Australia (FPA) has launched a free health and wellbeing program providing confidential support from psychologists and counsellors to its members. The FPA Wellbeing program comes amid unprecedented changes in the ...

Government to revisit retirement incomes

KARREN VERGARA  |  MONDAY, 27 MAY 2019
The newly elected Federal Government has vowed to review the retirement income system and the numerous changes to superannuation that have been muted in the lead up to the election. Federal Treasurer Josh Frydenberg confirmed to the Australia Financial ...