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Showing 7021 - 7030 of 9822 results for "Advisers"

Brad Fox Appointed AFA CEO

MARK STORY  |  THURSDAY, 13 DEC 2012
Following the shock resignation by the Association of Financial Advisers (AFA) CEO Richard Klipin a month ago, the immediate past president, current treasurer and Interim CEO, Brad Fox was announced as his successor yesterday. Commenting on the announcement ...

FoFA reforms dilute platform pricing power: Centurion

MARK SMITH  |  WEDNESDAY, 12 DEC 2012
... adds that the FoFA reforms will increasingly place pricing power for administration services in the hands of financial advisers as their clients demand lower fees. "Most advisers in this environment are feeling pressure from clients to manage down the ...

Advisers risk wasting 2013: van Eyk Advice

BEN COLLINS  |  WEDNESDAY, 12 DEC 2012
... warned. 'Grandfathering' provisions in the federal government's Future of Financial Advice (FoFA) reforms could mean that advisers become complacent, said Tony Zulli, van Eyk Advice national practice manager. "Receiving passive, commission-based revenue ...

Mortgage Choice Financial Planning open for business

MARK SMITH  |  TUESDAY, 11 DEC 2012
... Brisbane-based Kayla White and Sydney's Fairien Azeem opened their doors for business this month. "Our first financial advisers have really hit the ground running," said Tania Milnes, general manager at Mortgage Choice Financial Planning. While the new ...

Five Aus equities managers share $1bn in new mandates

BEN COLLINS  |  MONDAY, 10 DEC 2012
... international equities and global fixed interest investments in a similar way, and is working with asset consultant Frontier Advisers to find new managers for its real assets and property investments. United States based Payden & Rygel as well as Stone ...

Wealth CEO's lambast regulatory reforms

BEN COLLINS  |  MONDAY, 10 DEC 2012
... the conversation changes from telling clients "we can take 1% out of your balance" to putting a set price on services, advisers are likely to experience an up-front "shock" from clients that could actually mean less people use their services. While the ...

Advice tech more than back office tool: JP Morgan

MARK SMITH  |  MONDAY, 10 DEC 2012
... specialist Provisio Technologies said that focusing on backward-looking performance figures had failed to engage members and advisers would be wise to use planning software to present them with projected returns. "Too much emphasis has been on performance ...

Morphic Asset Management expands team

MARK STORY  |  MONDAY, 10 DEC 2012
... came aboard in the last six months, we feel we have come a very long way in a very short time." While many financial advisers need to wait for the MGOF to receive a rating and be included on more wraps, Lowenstein said the level of interest is high. ...

Insider trading gets former J.P. Morgan staffer jail

BEN COLLINS  |  THURSDAY, 6 DEC 2012
... "Industry insiders have important responsibilities to act honestly, diligently and competently - not least, corporate advisers who must not take their client's confidential information and use it for their own benefit," said ASIC deputy chairman, Belinda ...

New support tools bridge adviser gap

MARK STORY  |  WEDNESDAY, 5 DEC 2012
Securitor has launched two market-leading services tools designed to help advisers track key performance indicators, measure success and provide business insights. The first tool helps advice businesses budget the results they want to achieve and monitor ...