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Showing 7351 - 7360 of 9822 results for "Advisers"

Inaugural responsible investing platform launched

ELISE BURGESS  |  THURSDAY, 22 MAR 2012
Advisers heard about the rising standards for UNPRI signatories and responsible investing at the official launch of Australia's first responsible investing platform. The Emerald Wrap is a non-aligned platform that promotes values based advice and is ...

TAL upgrades adviser online tools and functionality

RACHEL DAVIS  |  THURSDAY, 22 MAR 2012
... capabilities. Enhancements to the TAL Adviser Centre include simpler page designs, content organised to complement the way advisers manage their businesses, smarter functionality and new tools and resources. Brett Clark, TAL's chief executive of Retail ...

SEC triggers industry protest storm

ALEX DUNNIN  |  THURSDAY, 22 MAR 2012
... organizations - representing corporate treasurers, finance officials from state and local governments, nonprofits, financial advisers, and individual investors - have written to the SEC warning of the consequences of misguided changes for their finances ...

ASIC, FPA, and FOS address shadow shopper report

ELISE BURGESS  |  WEDNESDAY, 21 MAR 2012
The FPA, ASIC and FOS have partnered to deliver a series of educational workshops for advisers to combat issues found in an upcoming ASIC Shadow Shop survey. The Australian Securities and Investments Commission (ASIC) revealed in February that conflict ...

Match making service launched for advisers

CLAIRE MCGREAL  |  TUESDAY, 20 MAR 2012
Pinnacle Practice has launched a new service for advisers and licensees, aimed at helping them find the most compatible match for their businesses. The My Dealer Group service offers independent licensee/adviser compatibility assessments. "In many respects ...

AIOFP selects OneVue platform

ELISE BURGESS  |  TUESDAY, 20 MAR 2012
... members, especially for those interested in establishing self-managed super funds (SMSFs). "Through the OneVue platform advisers can also manage separately managed accounts, fixed interest securities and term deposits, traditional WRAP accounts, managed ...

PIMCO appoints new portfolio specialist

CLAIRE MCGREAL  |  MONDAY, 19 MAR 2012
... Valtwies provided analysis and investment advice to large financial institutions, investment committees, dealer groups and advisers on asset allocation, portfolio construction, investment manager selection and approved product list management. He also ...

Co-contrib changes need advice strategy update

ELISE BURGESS  |  MONDAY, 19 MAR 2012
IOOF has cautioned advisers to prepare for the proposed reduction of the co-contribution matching rate from July 1, potentially impacting on a popular strategy for low income clients. Currently low income earners can co-contribute $1,000 into their ...

BT Insurance upgrades offer

ELISE BURGESS  |  MONDAY, 19 MAR 2012
... head of life insurance. Also among the new features are options suited for older clients and new application methods for advisers to use. Advisers will have the choice of four methods of application for their clients' cover from 100% electronic to 100% ...

AAT confirms ASIC planner ban

ELISE BURGESS  |  FRIDAY, 16 MAR 2012
... public confidence in the financial services profession. ASIC's investigation into the conduct of several other former CFP advisers continues. "ASIC is committed to taking action against critical gatekeepers such as advisers who do not meet their responsibilities," ...