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Showing 7421 - 7430 of 9822 results for "Advisers"

Adviser obligations need to be institutionalised: AFA

MELANIE TIMBRELL  |  WEDNESDAY, 8 FEB 2012
... events such as the collapse of Storm Financial, according to the head of the AFA. Speaking at the Association of Financial Advisers (AFA) GenXt Roadshow in Sydney this morning, Richard Klipin said the industry needed to be clear about what was needed ...

Credit Suisse asset management appoints new recruit

CLAIRE MCGREAL  |  WEDNESDAY, 8 FEB 2012
... based in Melbourne. Reedman comes from QIC where he was director, lifecycle strategies and also worked at JANA Investment Advisers as head of portfolio construction. Other positions held by Reedman include spanning portfolio and relationship management ...

Planners must return to strategy

ELISE BURGESS  |  MONDAY, 6 FEB 2012
Financial planners are acting more like investment advisers and product sellers instead of strategists as a result of rising requirement pressures, according to one adviser group managing director. Financial planners may be losing sight of their roles ...

Adviser numbers to remain stable post FOFA: Rice Warner

CLAIRE MCGREAL  |  MONDAY, 6 FEB 2012
... didn't take into account an increase in the provision of scaled advice, but solely focused on a change in the number of advisers providing holistic or complex advice. According to the report, a post FOFA world will see a 140 % rise in the provision of ...

Retail advice industry needs new models

MELANIE TIMBRELL  |  WEDNESDAY, 1 FEB 2012
Super funds providing simple advice at a lower cost for clients is leaving advisers playing catch-up, according to an advice technology expert. FOFA will leave advisers needing to profitably service C&D clients in a fee-for-service environment if they ...

BetaShares appoints new head of portfolio construction

CLAIRE MCGREAL  |  WEDNESDAY, 1 FEB 2012
... distribution team will see him lead BetaShares' asset allocation and portfolio construction strategy. He'll also be educating advisers and SMSF trustees on exchange traded funds (ETF) and analytics. As well as setting up two businesses including Alpha ...

Ibbotson secures NEO Financial Solutions mandate

ELISE BURGESS  |  WEDNESDAY, 1 FEB 2012
... Group in October 2009. At that time it was reported the acquisition increased Sentry Group's numbers from 190 to 310 advisers with some 50% of NEO's advisers reportedly to have come from Sentry Group. NEO has gained over 50 financial planners in the ...

OnePath advisers receive online inforce book

ELISE BURGESS  |  TUESDAY, 31 JAN 2012
... demand for faster online insurance technology with the launch of a new online application product, OneView Life, to give advisers online access to their OneCare and World of Protection inforce books. The new program allows advisers to see client and ...

Fiducian acquisition expands planning business

CLAIRE MCGREAL  |  MONDAY, 30 JAN 2012
... Services, which is listed on the Australian Stock Exchange, Fiducian Financial Services has a network of 62 non-bank aligned advisers across the country. The company said it is "actively seeking" quality financial planning businesses in line with its ...

CommInsure appoints UHG as service partner

CLAIRE MCGREAL  |  MONDAY, 30 JAN 2012
... suspense requirements for new business. "We are excited to be able to assist CommInsure to deliver improved service to their advisers, industry funds and customers," said UHG managing director, Dr Brandon Carp. "Since we started our medical report retrieval ...