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Showing 7011 - 7020 of 9822 results for "Advisers"

Advisers must ask clients about SRI investing: Australian Ethical

MARK SMITH  |  WEDNESDAY, 23 JAN 2013
... Reforms could obligate them to do so after 1 July this year. "There is an argument that the Best Interests Duty requires advisers to at least ask their clients the question," he explains. "An outcome of the global financial crisis has been a loss of ...

New RI boss announced

BEN COLLINS  |  TUESDAY, 22 JAN 2013
... licensees Neil Younger in a statement. "He is a great fit for the business with a deep understanding of self-employed advisers, their businesses and the execution of organisational growth," Younger said. Previously Whereat headed Licensee Select, BT ...

Planners praised for guiding investors into fixed income

MARK SMITH  |  TUESDAY, 22 JAN 2013
... that alpha is going to be a major consideration, supporting the need for active managers," he said. State Street Global Advisers' head of active Australian equities Olivia Engel has also warned that the threat of volatility hasn't gone away. While market ...

PhillipCapital boosts local presence

MARK STORY  |  FRIDAY, 18 JAN 2013
... Integral to PhillipCapital's expansion are plans to more than double the size of its current Private Wealth team to over 100 advisers across five offices in Sydney, Melbourne, Perth, Adelaide and Gold Coast. Since its inception in 1975, PhillipCapital ...

FoFA readiness is all about client engagement: MLC

MARK SMITH  |  FRIDAY, 18 JAN 2013
Restructuring back office systems for the Future of Financial Advice Reforms is easy compared with preparing advisers for the different discussions they will have with clients, says MLC's Richard Nunn. Having targeted transparency and improving client ...

AMP names new Genesys boss

MARK SMITH  |  WEDNESDAY, 16 JAN 2013
AMP Financial Services has appointed Paul Robertson as managing director of Genesys Wealth Advisers. Robertson was previously chief executive of Tynan Mackenzie and was heavily involved in integrating the business with ipac following a merger. Prior ...

Advisers at risk over asset-based fees

BEN COLLINS  |  THURSDAY, 10 JAN 2013
Advisers might need to change the way that they charge asset-based fees, which can create conflicts of interest, said finance consulting group The Fold. While the Federal Government's Future of Financial Advice (FoFA) reforms have done a clean-sweep ...

FOFA guidance released

BEN COLLINS  |  FRIDAY, 14 DEC 2012
... component, providing appropriate personal advice and prioritising the interests of the client. "Consumers expect financial advisers to act in their best interests when giving them personal advice," ASIC Commissioner Peter Kell said. Also provided are ...

Season's Greetings from Financial Standard

MARK STORY  |  FRIDAY, 14 DEC 2012
... www.fsprivatewealth.com.au ) * SelectingSuper iPad app * FS Social Media Influence, Leadership + Excellence Awards for Financial Advisers (the "Smileys") This year, Rainmaker Group which publishes Financial Standard also appointed a new Head of Web and ...

AIA improves platform distribution with new launch

MARK SMITH  |  THURSDAY, 13 DEC 2012
... for Platform Investors insurance product on the Personal Private Platform. The move is aimed at making it easier for advisers to get access to the insurance product for their clients. The platform is administered by Asgard for members of the Association ...