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Showing 7661 - 7670 of 9822 results for "Advisers"

Govt invites input on move to halve tax on savings

ALISON BEVEGE  |  THURSDAY, 14 JUL 2011
Financial advisers, superannuation funds and funds managers have the chance to comment on the Federal Government proposal to halve taxes on interest income. Minister for Financial Services Bill Shorten has released a discussion paper outlining the move ...

Big six use advisers for sales while clients confused on independence

ALISON BEVEGE  |  THURSDAY, 14 JUL 2011
Financial advisers aligned to major wealth-management firms are continuing to direct the majority of the funds they establish to their parent fund manager, a study released today by Roy Morgan Research has found. The Superannuation and Wealth Management ...

Rainmaker reveals 2011 Sales & Marketing Excellence Awards

MATT WOODINGTON  |  THURSDAY, 14 JUL 2011
... standards, compliance standards and a duty of care, is a great honour," he said. "It's been a tough environment for clients, advisers and the industry so any chances we get to have a win we should celebrate it and let the clients and the industry know ...

ASIC heats up insider trading investigations

ELISE BURGESS  |  THURSDAY, 14 JUL 2011
... prevent possible market misconduct," said Shane Tregillis, ASIC Commissioner. Particular areas of concern were corporate advisers failing to have the right controls in place to protect price sensitive information and mispricing of some exchange-traded ...

SMSF industry responsibility

ELISE BURGESS  |  WEDNESDAY, 13 JUL 2011
... State spoke to delegates this morning of issues fund managers are trying to address to build better relationships with advisers. Covering topics of opt-in and technology developments, it was the advice industry's focus on industry funds and its approach ...

Hillross acquires $2.2 billion planning group

MATT WOODINGTON  |  WEDNESDAY, 13 JUL 2011
... conduct due diligence. Hillross will provide licensee services for all 12 of IRIS' practices, which have a combined 37 advisers and $2.2 billion in funds under advice. IRIS' chief executive officer Alan Harrison told Financial Standard that the process ...

Asteron takes on CFS FirstChoice risk offering

ELISE BURGESS  |  TUESDAY, 12 JUL 2011
... relationship with Colonial First State, partnering with the FirstChoice platform to bring additional insurance options to its advisers. Effective from July 18, Asteron advisers will have access to the investment platform, with the choice of products ...

Planning group Genesys signs research deal with van Eyk

ALISON BEVEGE  |  TUESDAY, 12 JUL 2011
Financial planning dealer group Genesys Wealth Advisers has signed up for a further two years with research house van Eyk. Genesys had 283 financial advisers across the nation and a total of $8.9 billion in funds under advice as of May 31, the firm ...

Carbon tax ready companies to produce profits

ELISE BURGESS  |  MONDAY, 11 JUL 2011
... retail investors with small cap exposure," said Michelle Brisbane, director and adviser, Ethical Investment Services. "Advisers who do not invest research into environmental issues such as carbon emissions may end up with under performing portfolios. ...

Omnium updates life quotes web tool

LOREN RUGEBREGT  |  FRIDAY, 8 JUL 2011
... insurance, trauma or income protection. The financial planner can then customise their client's insurance coverage with ease. Advisers can also control a viewing list of insurance providers on the site as well as customise emails of a client's quote ...