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Showing 7521 - 7530 of 9822 results for "Advisers"

International planning expert urges advisers to voice FOFA concerns

CLAIRE MCGREAL  |  WEDNESDAY, 19 OCT 2011
Financial advisers are struggling to find time to meet with potential customers due to mounting compliance paperwork they have to complete as part of FOFA reforms. That's according to Canadian expert on financial planning Bruce Etherington, who has ...

Matrix adds new member firm

RACHEL DAVIS  |  WEDNESDAY, 19 OCT 2011
... over 9 years. Matrix is looking to attract a further 10 practices nation-wide and plans to grow to approximately 120 advisers. As reported in Financial Standard yesterday, Matrix is looking for an investor to acquire 100% of the planning business to ...

Matrix alerts AustralianSuper of plans to sell

MATT WOODINGTON  |  TUESDAY, 18 OCT 2011
... acquire 100% of the planning business to help implement new strategic ideas in a post FOFA environment. Shareholders and advisers are behind the decision to sell the business according to managing director Rick Di Cristoforo, after the company decided ...

MLC creates licensee relationship manager roles to support adviser network

CLAIRE MCGREAL  |  TUESDAY, 18 OCT 2011
... new licensee relationship manager roles aimed at improving the licensee service experience for its aligned network of advisers across Australia. Licensee relationship managers (LRMs) will support advisers on all core licensee services, including improving ...

CHOICE, ISN hit back at associations aspersions

ELISE BURGESS  |  MONDAY, 17 OCT 2011
... disclosure provision and should instead move on as the rest of the industry already has. The Association of Financial Advisers (AFA) said the Future of Financial Advice parliamentary Bill (FOFA Bill) disclosure provision would kill off small business ...

FOFA reaches parliament with undisclosed feature

ELISE BURGESS  |  FRIDAY, 14 OCT 2011
... disclosure statement, which will require fee disclosure statements for all existing clients. The Association of Financial Advisers (AFA) has expressed concern for small advice businesses, citing Rice Warner Research in the Explanatory Memorandum (EM) ...

MLC Insurance platform cuts turnaround by 70pc

ELISE BURGESS  |  THURSDAY, 13 OCT 2011
... quotation tool, Illustrator. The Platinum service model will be incorporated into the service, bringing with its over 700 advisers who already use the service but Duncan West, executive general manager of MLC Insurance said in a media briefing that part ...

Mercer appoints new senior portfolio manager

CLAIRE MCGREAL  |  THURSDAY, 13 OCT 2011
... Australian financial advice industry. With the retail market firmly in its sights, Mercer said it would roll out new tools for advisers, including advice plan success tests, the creation of a post-retirement product solution and the introduction of its ...

Alphington targets younger HNW investors with wealth service

MATT WOODINGTON  |  TUESDAY, 11 OCT 2011
... earning $150,000 and above. Alphington has capacity for around 600 clients but allocates only 50 clients to each of its advisers, well below the national average. "I find the whole opt-in argument quite interesting," said Jacob. "If you've got a client ...

OneVue to expand its UMA platform distribution

CLAIRE MCGREAL  |  TUESDAY, 11 OCT 2011
... end of the year. "OneVue was the first in Australia to create the UMA style of platform and it's a fantastic tool for advisers working with clients who have simple to very complex needs, including those that have self managed super funds. "While the ...