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Showing 7261 - 7270 of 9822 results for "Advisers"

Advice frameworks need an overhaul

MELANIE TIMBRELL  |  FRIDAY, 1 JUN 2012
... driven by individual investor objectives. "We found that as structural change is introduced through FOFA reforms and advisers started to experience outcomes on how they'd risk profiled and invested clients' money, they essentially discovered the way ...

SMSF software helps maximise property tax deductions

RACHEL DAVIS  |  THURSDAY, 31 MAY 2012
... within one software solution, according to Class Super. "Up-to-date information and systems are critical in allowing SMSF advisers and accountants to ensure that trustees are getting the most out of their retirement savings. "The new Class Super property ...

Advisers expect up to 30pc profit growth

LINDA HAUSKEN  |  THURSDAY, 31 MAY 2012
Advisers expect profits to climb up to 30% in the next financial year, with optimism growing despite regulatory change and economic challenges, according to Macquarie Practice Consulting. The Macquarie Practice Consulting's 2012 Financial Planning Benchmarking ...

New platform to help client engagement post FOFA

BEN COLLINS  |  THURSDAY, 31 MAY 2012
... information into easy to explain graphs and tables. As FOFA brings a fee-for-service model closer, the software aims help advisers justify their service to clients, and engage clients with their financial plans. The program allows potential clients to ...

MLC expands Horizon portfolios

BEN COLLINS  |  WEDNESDAY, 30 MAY 2012
... the introduction of a defensive global shares strategy to be run by a new manager, New York-based International Value Advisers LLC. The changes affect six of the seven MLC Horizon Series of portfolios - MLC Horizon 2 to MLC Horizon 7. MLC said the latest ...

Ex-MLIM chief and head of sales to lead Powerwrap

BEN COLLINS  |  WEDNESDAY, 30 MAY 2012
... two have joined Powerwrap as it builds upon the adoption of its SMARTwrap platform by a number of independent financial advisers, as well the deployment of individually badged platforms for industry players like MyState Wealth Management, Industry Fund ...

FS Private Wealth launches

RACHEL DAVIS  |  TUESDAY, 29 MAY 2012
... title in the Financial Standard Journal Series, following the launches of FS Advice, a quarterly journal for financial advisers, and FS Super, a quarterly journal for the superannuation industry, last year.

Churning needs to be tackled with underwriters

BEN COLLINS  |  TUESDAY, 29 MAY 2012
... Council (FSC) to defeat what Synchron believes is a non-existent culture of churning imposes blanket restrictions on all advisers, rather than identifying and weeding out those who are not working in the best interests of their clients. "In a market ...

Coalition clears up FOFA questions

MELANIE TIMBRELL  |  MONDAY, 28 MAY 2012
... has provided details on what FOFA would look like under a coalition government. Speaking at an Association of Financial Advisers Budget reply lunch, Senator Mathias Cormann said the 16 recommendations that coalition members made on the Parliamentary ...

MLC appoints new head of ThreeSixty Research

LINDA HAUSKEN  |  FRIDAY, 25 MAY 2012
... distribution channels," said an MLC representative adding that he will also help the team to enhance its research services to advisers. "I'm looking forward to leading the ThreeSixty Research team as it continues to evolve and strengthen its offer to ...