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Showing 7461 - 7470 of 9822 results for "Advisers"

Tablets top adviser Christmas wish list: survey

ELISE BURGESS  |  FRIDAY, 9 DEC 2011
One in three financial advisers will buy or receive a smart phone or tablet this Christmas according to a Zurich survey, which concluded that the gap between technology and financial advice is closing. The online survey, conducted by Zurich Financial ...

Euro debt crisis has silver lining for advisers: PIMCO

ELISE BURGESS  |  THURSDAY, 8 DEC 2011
Australian financial advisers should not fear the ongoing European debt crisis if they play their cards right, according to PIMCO's US-based head of global and emerging markets product management, David Fisher. Speaking to Australian advisers last week ...

Zurich names NSW regional life sales mngr

ELISE BURGESS  |  THURSDAY, 8 DEC 2011
... Meyers was chosen after an extensive internal and external candidate search. "Delivering a valuable proposition to our advisers is essential to the success we've had to date and Stuart has set himself the challenge of taking the NSW team to a new level ...

Govt releases intra-fund advice rules

ELISE BURGESS  |  THURSDAY, 8 DEC 2011
... intra-fund advice is essential to bringing financial advice to more Australians. "This Government is committed to providing advisers with certainty of how to provide this form of advice in a way that meets their regulatory obligations," Shorten said. ...

Merger and new CEO for FMD

ELISE BURGESS  |  WEDNESDAY, 7 DEC 2011
... Wapling, will head up the firm. The FMD Group has financial planning practices in Melbourne, Adelaide and Brisbane with 12 advisers and more than $600 million in funds under advice. FMD Financial, based in Melbourne, has worked closely with Reynolds ...

SMSF sector tackling misconceptions

ELISE BURGESS  |  WEDNESDAY, 7 DEC 2011
... SMSF Specialist Auditor (SSAud) status over the past 12 months grew by 65%. The number of SSAs alone grew 62% or by 384 advisers to 1004.

Bendigo and Adelaide team up with Australia's first RI platform

RACHEL DAVIS  |  TUESDAY, 6 DEC 2011
... administration service. Justin Medcalf, co-founder of distributor, The Emerald Club, said that he and other financial advisers focused on the responsible and ethical investment industry have formed the Ethical Advisers Co-op to further promote the industry. ...

Managed accounts get FOFA boost

ELISE BURGESS  |  TUESDAY, 6 DEC 2011
Managed Discretionary Accounts are reaping some benefits from the introduction of FOFA as advisers turn to new investment vehicles, recording $150 million of inflows during the five months to November 30 for IAS. Investment Administration Services (IAS) ...

Post-retirement risk in Australia: IMCA

CLAIRE MCGREAL  |  TUESDAY, 6 DEC 2011
... life annuities can be marketed. The underestimated story around the life annuity market is distribution- many financial advisers don't have a good understanding about longevity insurance has to offer, often they are targeting young families who mightn't ...

Consolidation creating conflict between product and advice

RACHEL DAVIS  |  THURSDAY, 1 DEC 2011
... FOFA reforms is creating a conflict of interest between product and advice. "According to some reports, almost 85% of advisers are now aligned to a product manufacture of some kind. We think this leads to a systemic conflict of interest between product ...