Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 7121 - 7130 of 9822 results for "Advisers"

BTIM makes three hires

MELANIE TIMBRELL  |  TUESDAY, 2 OCT 2012
... manager for Victoria and South Australia with responsibility for managing relationships with dealer groups, platforms and advisers and working with BTIM's research house partners. Laurice Considine and David Bolsom have both joined as business development ...

ASIC releases proposed conflicted remuneration guidelines

BEN COLLINS  |  TUESDAY, 2 OCT 2012
... borrowed amounts. The ban on conflicted remuneration operates alongside other FOFA reforms including an obligation for advisers to act in the best interests of clients and a requirement for clients to opt-in to renew ongoing fee agreements, said ASIC. ...

Bendigo Wealth launches SMSF admin offer

MELANIE TIMBRELL  |  THURSDAY, 27 SEP 2012
... investments, monitor contribution limits and end of year audit and tax return requirements. Marketed at SMSF trustees and their advisers or accountants Diego Del Rosso, Bendigo and Adelaide Bank's senior manager for Strategic Partners and Wholesale said ...

Compliance stifling innovation: BTFG

MELANIE TIMBRELL  |  WEDNESDAY, 26 SEP 2012
... technology supporting clients having access to information on their accounts," Power said. "Things like iPad apps so advisers can not only trade on client's portfolios from mobile devices but also use that device in the review discussion." Power said ...

Greater uptake in global equities: Zurich

MELANIE TIMBRELL  |  WEDNESDAY, 26 SEP 2012
International equities are rising in popularity among Australian advisers, a Zurich survey has found. Almost 70% of advisers surveyed reported they intend to increase their clients' allocation to international equities in the next six to 12 months. ...

AFA announces finalists

STAFF REPORTER  |  WEDNESDAY, 26 SEP 2012
The Association of Financial Advisers (AFA) has announced six finalists in its 2012 Adviser of the Year awards. This year Victoria boasts the lion's share of finalists with Jenny Brown of JBS Financial Strategists, Dennis Jones of Beacon Wealth and ...

ASIC bans two advisers

MELANIE TIMBRELL  |  TUESDAY, 25 SEP 2012
ASIC has banned two advisers from providing financial services following breaches including unlawful early release of superannuation benefits. Simon Turudia, formerly an authorised representative of AMP Financial Planning was found to have arranged ...

Innovative income fund pays dividends

MARK STORY  |  TUESDAY, 25 SEP 2012
... to see the significant interest shown in the fund so far. "With the shift from accumulation to pension phase we expect advisers, SMSFs and institutional investors to all increase their focus on this area," Hamson adds. "Plato applies a sophisticated ...

Enduring baby boomers redefine retirement

ALEX DUNNIN  |  MONDAY, 24 SEP 2012
... the concept of retirement, with huge implications for industries that service them such as super funds and financial advisers. These were the observations that Benard Salt, KPMG head of demographic consulting, shared at a HESTA Super employer function ...

Financial Simplicity boosts managed accounts offering

LINDA HAUSKEN  |  FRIDAY, 21 SEP 2012
... Financial Simplicity, which is a collaborative infrastructure to power wealth management propositions between investors advisers and model managers, said its new rules-based engine integrates investor personal preferences, investment goals and tax considerations ...