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Showing 7561 - 7570 of 9822 results for "Advisers"

ASIC surveillance sharpens focus on AFS licensees

MATT WOODINGTON  |  TUESDAY, 13 SEP 2011
... must effectively monitor business models for possible conflicts of interest and prioritise training and supervision of advisers, said ASIC, as part of plans to raise standards in the advice industry and hold gatekeepers to account. ASIC has released ...

Planning software's big five rated

ELISE BURGESS  |  TUESDAY, 13 SEP 2011
... overall improvement in satisfaction with planning software with 52% rating their software 'good' or 'very good'. Financial advisers continue to show support for their favourite software platforms, with IRESS holding 44% of the primary adviser relationships ...

ASIC warns CFOs after Westpoint sentencing

MATT WOODINGTON  |  MONDAY, 12 SEP 2011
... date ASIC has pursued a wide range of actions and remedies concerning Westpoint against gatekeepers such as financial advisers, auditors, trustees and directors." ASIC has banned 23 licensed advisers, four unlicensed advisers and one corporate entity ...

Uncertainty and consolidation just the beginning: AFA

ELISE BURGESS  |  MONDAY, 12 SEP 2011
... beginning of the impact of the FOFA reforms as planning groups compete for market share, said the Association of Financial Advisers. The association has expressed concern for independent advisers with doubts about the growth strategy of Bill Shorten ...

ASFA calls for rethink on contribution caps

MATT WOODINGTON  |  FRIDAY, 9 SEP 2011
... maximise contributions, while third party contributions and a lack of understanding of the law by both individuals and advisers have also caused problems. "ASFA continues to advocate for a reinstatement of the original concessional contribution caps. ...

Advisers ignoring estate planning gold mine

ELISE BURGESS  |  THURSDAY, 8 SEP 2011
... practising risk adviser and risk advice consultant said one of the reasons estate planning is paid lip service by many advisers is that they don't have a process or a strong relationship with a lawyer or accountant to make the process easier. "Estate ...

Fortnum launches UMA to protect SMSF retirees

MATT WOODINGTON  |  THURSDAY, 8 SEP 2011
Fortnum Financial Advisers has launched a new unified managed account providing protection for self managed super funds in the pension draw down phase. The e-Clipse unified managed account (UMA), which is supported by global partners P2group and Milliman ...

Mercer adds to global infrastructure team

RACHEL DAVIS  |  THURSDAY, 8 SEP 2011
... will join Mercer's global infrastructure investment team later this year after more than a decade with Access Capital Advisers, most recently as a partner leading access' European infrastructure group. Buscombe has experience in multiple large-scale ...

AFS prepares for FOFA with new hire

RACHEL DAVIS  |  THURSDAY, 8 SEP 2011
... responsible for the AFS Group's business and recruiting growth in NSW & ACT. AFS Group was established in 1995 by a number of Advisers who were aligned with Zurich. The Group completed the buyback of Zurich Australia's shareholding in 2006, becoming ...

AXA adopts new wealth platform

RACHEL DAVIS  |  THURSDAY, 8 SEP 2011
... Vigilante, IRESS general manager, wealth management Australia. "Our continued focus is on making it as easy as possible for advisers to get what they need from technology," Vigilante said. "Our approach is to think about technology from an end-user point ...