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Showing 7631 - 7640 of 9822 results for "Advisers"

superMate upgrades for SMSFs and advisers

LOREN RUGEBREGT  |  MONDAY, 8 AUG 2011
... upgraded its offering to help minimise the administration work of actively traded share portfolios by 30%. Financial advisers can now customise transaction feeds from platforms and brokers to receive accurate and up to date data by the next business ...

ANZ fears regulation could hamper scaled advice

MATT WOODINGTON  |  FRIDAY, 5 AUG 2011
... phone-based infrastructure. "If we can achieve scalability it will have dramatic consequences for advice givers, most advisers will be giving phone based advice." "Also for opt-in, you would want phone based ways of connecting with clients so licensee ...

FSC insurance churn action divides planners

MATT WOODINGTON  |  FRIDAY, 5 AUG 2011
Financial advisers fear that new measures from the Financial Services Council aimed at reducing churn in the insurance market will lead to some penalties for acting in the best interest of a client. Financial Services Council (FSC) chief executive officer ...

Planners urged to commit to the cloud

LOREN RUGEBREGT  |  FRIDAY, 5 AUG 2011
The use of cloud technology can open up more client bases for financial advisers, said an online portfolio provider. Executive director of Sharesight, Andrew Bird explained said the cloud computing process made it easier to connect different systems ...

Market woes cause adviser headache

ALISON BEVEGE  |  THURSDAY, 4 AUG 2011
... could provide a good non-cyclical stock to hold in a falling market, a CMC Markets analyst has said, while financial advisers faced with worried clients have been told to get back to basics. Australian stocks have been in rapid reverse with the S&P/ASX ...

Star hire strengthens IOOF adviser drive

ALISON BEVEGE  |  WEDNESDAY, 3 AUG 2011
... said the move would give IOOF every chance of success in building a presence in the IFA market. IOOF has 650 aligned advisers under its umbrella, which will roughly double if the takeover of DKN Financial Group goes ahead. DKN shareholders are to vote ...

BT regroups for market push

ELISE BURGESS  |  WEDNESDAY, 3 AUG 2011
... adding planners to its advice business. Brad Cooper, chief executive, BT Financial Group told Financial Standard that advisers numbers will increase by 140 to a total of 750 over three years through a mix of internal and external recruitment. Cooper ...

Snowball launches advice centre of excellence

ELISE BURGESS  |  TUESDAY, 2 AUG 2011
... project and will include such figures as Dianna Carlen, who recently joined Snowball from Hillross as executive manager, Advisers Solutions; Patrick Bennett, Shadforth's head of research; and Frank Camileri, national technical manager from advice strategies ...

Super funds to provide standard risk measure

MATT WOODINGTON  |  MONDAY, 1 AUG 2011
... than what we had before and a very good first step that should help conversations between trustees, fund managers and advisers and drive comparability," said Graus. ASFA and the FSC will review the procedure, which they hope will evolve into an increasingly ...

State winners named in AFA excellence awards

ELISE BURGESS  |  MONDAY, 1 AUG 2011
Six state winners have been announced in the Association of Financial Advisers (AFA) Excellence in Education Awards, with the national winner to be announced in October. The award, sponsored by Asteron, applauds independent financial advisers who continue ...