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Showing 7111 - 7120 of 9822 results for "Advisers"

Annuities lead US advice requests

ALEX DUNNIN  |  WEDNESDAY, 10 OCT 2012
... reflecting the relative complexity of annuities. This complexity may also feed back into the lack of general knowledge advisers and the general investing public has about the product class, a situation that parallels experience with annuities in Aust ...

Macquarie launches SMSF tool

LINDA HAUSKEN  |  WEDNESDAY, 10 OCT 2012
... follows the re-launch of Macquarie's Little Black Book app and The SMSF Generations Report earlier this year. Colley said advisers, accountants and other SMSF professionals are increasingly seeking more insights and information on SMSFs as the industry ...

AFA conference boasts biggest turnout in 20 years

LINDA HAUSKEN  |  TUESDAY, 9 OCT 2012
... issues of the year, including FOFA implementation, the blooding of new talent, the future of superannuation, the role of advisers, and the needs of consumers. During the event there will also be six concurrent breakout streams that support the main programme. ...

China trip provides first-hand insights

STAFF JOURNALIST  |  MONDAY, 8 OCT 2012
... understanding, Premium China Funds Management has organised a study tour, which will see more than 60 Australian financial advisers explore China later this month. On the back of recent monetary stimulus, Wu said Chinese small and mid cap stocks have ...

Advisers struggle to add value

LINDA HAUSKEN  |  FRIDAY, 5 OCT 2012
Under the Future of Financial Advice opt-in and fee disclosure reforms, many advisers may struggle to offer a strong value proposition to their clients, according to an industry expert. Leith Thomas, director of the Bailey Roberts Group said generally ...

NSW and CFS partner in first gov retail annuity bond

MARK STORY  |  FRIDAY, 5 OCT 2012
... Annabel Spring said CFS's exclusive platform distribution rights for the NSW Waratah Annuity Bond through FirstWrap, offers advisers and their clients an opportunity to diversify their investment portfolio even further. "FirstWrap has one of the broadest ...

netwealth launches global trading on platforms

MELANIE TIMBRELL  |  THURSDAY, 4 OCT 2012
... already "significant." "We decided to develop the offering when a core group of our high net worth clients and their advisers identified global markets as a key focus for them moving forward. "Many advisers are starting to see less and less value in ...

MLC revamps insurance offering

LINDA HAUSKEN  |  THURSDAY, 4 OCT 2012
... the latest in a series of regular upgrades we're making to MLC Insurance in order to meet the needs of customers and advisers and to streamline the insurance process." West added that the changes demonstrates the firm's commitment to providing quality ...

Paragem signs ex-Securitor practice

BEN COLLINS  |  WEDNESDAY, 3 OCT 2012
... market such that the benefits of aggregation can be used to reduce client costs," he said. Knox said that rather than advisers feeling constrained by their dealer group's approved product list, it was more a case of practices wishing to create their ...

AFA names Rising Star finalists

LINDA HAUSKEN  |  WEDNESDAY, 3 OCT 2012
The Association of Financial Advisers has named the five finalists in the 2012 Rising Star of the Year Award. The Award is particularly about finding, showcasing and celebrating talent in advisers who are at the start of their careers and who have made ...