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Showing 51 - 60 of 70 results for %22Adviser Case Study%22

Investors driving impact demand

KERRIE SYDEE  |  TUESDAY, 22 NOV 2016
... challenge of individually justifying each company in the holding. "The problem this industry had 10 years ago was if an adviser was coming to you and saying 'Hey I have a great SLI fund' someone might look at the holdings and say 'why is that company ...

Managed accounts boost income by 77%: case study

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
A recent case study from Mason Stevens shows a way financial advisers can use managed accounts to improve a client's retirement income. The case study uses the example of a pre-retiree couple with a combined superannuation balance of $1 million invested ...

Financial Standard to present at upcoming netwealth webinar

KERRIE SYDEE  |  FRIDAY, 29 JUL 2016
... (SMSFs) sector will shape product development and innovation * Next big wave, the managed accounts pioneers (adviser case study) and global managed accounts trends You can register using the following link.

Advisers need to leverage enormous ETF winds

DARREN SNYDER  |  WEDNESDAY, 27 JUL 2016
... cited a US survey that showed 85% of Registered Investment Advisers use ETFs for core allocations, as well as a separate study where a majority of instos were holding ETFs for at least 12 months. "It may not be Aussie or global equities but it maybe ...

UK moves away from annuities: research

DARREN SNYDER  |  TUESDAY, 22 SEP 2015
... drawdown is where to invest the residual fund to achieve the required balance of return between growth and income." He said the case study looks at how segregated income needs may be identified and met by using different income sources, and how income ...

PROFILE: J.P. Morgan head of Australia funds David Hallifax

ALEX BURKE  |  WEDNESDAY, 26 AUG 2015
... financial markets from the Securities Institute. Studying took him two years and led him to an administrative position at Adviser Investment Services. "An adviser would say, 'This is how we want the money to be invested' and we'd basically fill out the ...

New guide teaches social media best practice

MARK SMITH  |  MONDAY, 10 AUG 2015
... With the rate of mobile devices growing five times faster than the population and more than 50% of online searches for adviser business now done on a mobile device, incorporating social and digital offerings into the client-engagement strategy is now ...

Embrace client interests or wither on the vine, advisers told

MARK SMITH  |  WEDNESDAY, 18 FEB 2015
... planner like they would a doctor or any other profession. Unfortunately I don't think you can say today that that is the case. We need to take some hard steps to get to that position." The SMSF specialist also warned professionals serving the sector ...

Advisers risk losing clients, fail to target new ones

LAURA MILLAN  |  TUESDAY, 10 DEC 2013
... baby boomers and from less wealthy segments. About a third of advised Australians are in danger of leaving their current adviser, CoreData Keys to Growth Report indicates. The study segments advised Australians into Bonded, Firm, Loose or At Risk of ...

Jenny Brown named FS Smileys Scholar of the Year

MARK SMITH  |  WEDNESDAY, 20 NOV 2013