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Showing 7441 - 7450 of 9822 results for "Advisers"

PJC hears FOFA lost in translation

MELANIE TIMBRELL  |  MONDAY, 23 JAN 2012
... wars between the major supermarket players, Richard Klipin, chief executive officer for the Association of Financial Advisers called for a "level playing field," saying that the opt-in principle in particular would lead to more consolidation in the industry ...

Omnium launches Android life insurance app

CLAIRE MCGREAL  |  MONDAY, 23 JAN 2012
A new Android app has been launched by technology provider Omnium, which enables financial advisers to instantly compare and model life insurance premiums. The free app gives access to all retail products on Android powered devices and also allows advisers ...

FSP reviews group terms, eyes recruits

ELISE BURGESS  |  MONDAY, 23 JAN 2012
... move which the dealer group said will provide a competitive recruitment advantage in 2012. "Just as it is essential for advisers to review and refresh their value proposition, it's also essential that licensees review their value propositions for advisers," ...

Female SMSF trustees narrow gender gap

CLAIRE MCGREAL  |  MONDAY, 23 JAN 2012
... management of their finances when it comes to retirement planning which means there needs to be a greater focus among advisers on educating women in planning for their retirement." According to SPAA, tax office figures also show SMSF females tend to ...

Demand for term deposits on the rise

MELANIE TIMBRELL  |  FRIDAY, 20 JAN 2012
... Thomas. "The fact that the shorter term deposits have taken the majority of the new flows suggests members and their advisers are keeping an eye on equity markets so they can easily access their money when markets bounce back," he said. The most popular ...

ASFA warns on unseen MySuper outcomes

ELISE BURGESS  |  THURSDAY, 19 JAN 2012
... scaled advice on single issues or simple scenarios while still abiding by best interest duty regulations. "In order for advisers to be able to do this there needs to be a degree of certainty as to what "best interests" means in the context of scaled ...

FINRA relaxes social media controls

ELISE BURGESS  |  WEDNESDAY, 18 JAN 2012
... of retail clients and non-clients about work issues without filing all activities, eliminating a major deterrent for advisers. In practical terms, social media forums such as Facebook, Twitter and blogs could potentially be a free space for advisers ...

Issues beyond the FOFA horizon

ELISE BURGESS  |  WEDNESDAY, 18 JAN 2012
... five flaws in the advice structure. Namely, the need for technology that targets the consumer needs rather than just the advisers, the rise of the financially-informed consumer, cost pressures of the wealth management value chain, the industry 'barbell ...

MLC cuts PDS down on flagship products

ELISE BURGESS  |  WEDNESDAY, 18 JAN 2012
... February 1 2012. "MLC started simplifying its compliance documents in 2007. Since 2009, we've done a lot of work with advisers and clients to find out what makes a good PDS and have shortened our documents so they are easily read and understood," said ...

Retail and insto teams combine to drive strategy

MELANIE TIMBRELL  |  MONDAY, 16 JAN 2012
... Lloyd, who believes the new retail structure will result in strengthened, higher-impact national relationships with retail advisers. Institutional distribution continues as a separate function from Perpetual's newly re-structured retail teams.