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Showing 51 - 60 of 110 results for "Financial advisors"

Annuities lead US advice requests

ALEX DUNNIN  |  WEDNESDAY, 10 OCT 2012
... requested by clients," they noted. "We've seen a tremendous year-over-year increase in the number of times financial advisors receive requests from their clients for annuities, an increase of more than 15%. The product ranked sixth in 2011," said Donnie ...

Instreet launches risk service for advisers

ELISE BURGESS  |  THURSDAY, 10 NOV 2011
... investment climate, market savvy clients, and the tougher regulatory environment that FOFA represents, it means financial advisors need the capacity to manage their clients' expectations," said Lucas. "This service will enable advisors to easily quantify ...

T. Rowe Price appoints former ING IM manager

CLAIRE MCGREAL  |  MONDAY, 10 OCT 2011
... global investment management company's Sydney office, where he'll be responsible for building relationships with financial advisors across Australia, particularly in New South Wales, Victoria and Western Australia. Darren Hall, national manager, adviser ...

Planning practices will sell on earnings not revenue after opt-in

ALISON BEVEGE  |  FRIDAY, 19 AUG 2011
Financial advisors need to improve their earnings not their revenues if they want to sell their businesses, a strategic advisory firm has said. Hunts' Group Consulting, which gives strategic growth advice to the wealth management industry, knows how ...

Fraud firm masquerades as financial advisors: ASIC alert

ALISON BEVEGE  |  THURSDAY, 18 AUG 2011
The Australian Securities and Investment Commission (ASIC) has issued a warning on a fraudulent financial advisory firm. ASIC has shut down Frontline Financial Planning's website which posted the Australian company number and Australian financial services ...

Help for advisers with super death tax impact on SMSFs

ALISON BEVEGE  |  WEDNESDAY, 17 AUG 2011
Self-managed super fund trustees and financial advisors can participate in a webinar tomorrow on how to minimise the impact of the new "super death tax" draft ruling with anti-detriment law. Draft ruling TR 2011/D3, if enacted, will apply retrospectively ...

SPAA calls for fraud net to be cast wider

MATT WOODINGTON  |  TUESDAY, 9 AUG 2011
... cover all investors with product providers subject to the scheme too, said SPAA. "We understand the focus on financial advisors and advice but unless product providers, which would include managed investment scheme operators, are also part of the last ...

Australia ahead of pack in IT wealth spend

MATT WOODINGTON  |  FRIDAY, 22 JUL 2011
... 2011 to the end of 2015, Ovum predicts. "The need to create websites and applications that allow customers and financial advisors access to company websites via mobile devices such as smartphones and tablets will drive some of this growth in internet ...

Trust Company benefiting from global flows

MATT WOODINGTON  |  WEDNESDAY, 22 JUN 2011
... particularly difficult act. Meanwhile, the Guardian Trust has supported 60 staff members to qualify as authorised financial advisors under the new Financial Advisors Act legislation that comes into force on July 1 this year.

Count, NAB targets SMSFs through SPAA

ELISE BURGESS  |  FRIDAY, 20 MAY 2011
... program. "Our streamlined SPAA membership process for dealer groups focuses on enabling individual professional financial advisors to become members and then go through the SPAA Specialist accreditation program," said Andrea Slattery, SPAA chief executive. ...