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Showing 7051 - 7060 of 9822 results for "Advisers"

Financial advisers recognised for social media strategy

STAFF JOURNALIST  |  FRIDAY, 16 NOV 2012
... while James Sutherland took home 'The Conversationalist' Prize. Social media and how it is changing the way financial advisers connect with their clients was the focus of last night's gathering in Melbourne for the Financial Standard Social Media Influence ...

Male clients miffed with advisers

BEN COLLINS  |  FRIDAY, 16 NOV 2012
... survey was started, that there has been a divergence in the satisfaction levels of men and women with their financial advisers. Since the last survey in April 2012, the overall index has declined from 71.3 % to 70.44%. The fall was triggered by a drop ...

Professional membership sees advisers paid more

BEN COLLINS  |  FRIDAY, 16 NOV 2012
... planners in October this year, and found that Financial Planning Association (FPA) members earn 33% more than non-FPA advisers. Investment Trends' research also suggests that higher education standards equal more money, with Certified Financial Planners ...

Asset consultants influence to grow amid industry change

MARK SMITH  |  FRIDAY, 16 NOV 2012
... teams in-house. But in the meantime, the pressure to produce portfolios that perform will cement the role of third-party advisers for the foreseeable future.

Low-volatility post-retirement solutions needed: Bell

MARK STORY  |  THURSDAY, 15 NOV 2012
... championed the importance of life-time annuities as a great strategy during accumulation phase, he questioned whether advisers were trying to sell these products in any meaningful way. At retirement, he identified the big risks as longevity, lump-sum ...

New funds on Emerald Wrap

BEN COLLINS  |  WEDNESDAY, 14 NOV 2012
... run in a socially aware and ethical manner," said Dalton Nicol Reid CEO, Harley Dalton. "We will continue to educate advisers that you don't need to forgo out-performance when investing in ethical securities, it's just another option for clients," said ...

FPA calls for greater scrutiny of fund managers

MARK SMITH  |  WEDNESDAY, 14 NOV 2012
... Association's Dante De Gori. Research from State Street published yesterday showed that less than half of Australian's believed advisers acted in the best interest of their clients. While these statistics are worrying, De Gori says that instances of ...

van Eyk launches new asset allocation tool

MARK SMITH  |  TUESDAY, 13 NOV 2012
Investment research house van Eyk has launched a new tactical asset allocation tool for advisers. The new tool forms part of the release of version 4.0 of iRate, the online portal which gives van Eyk's clients access its fund manager and shares research ...

Most consumers distrust advisers

MARK SMITH  |  TUESDAY, 13 NOV 2012
Less than half of Australians believe their advisers are acting in their best interest when offering products and services, according to a global investor study by the State Street Centre for Applied Research. The entitled The Influential Investor ...

Premium Wealth eyes-off QLD and WA

BEN COLLINS  |  TUESDAY, 13 NOV 2012
... have a high concentration of high-net-worth individuals," Harding-Davis told Financial Standard this morning. Unless advisers are in the risk space, you need customers with high account balances to provide a holistic service to. So the attraction of ...