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| | | Advisers signed up on big institutional platforms are compromising their first duty to their client, independent advisers have said. Out of 26 leading master trust and wrap platforms studied by research firm Investment Trends for its 2010 Investment ... |
| | | | ... offering available to SMSF investors, has been merged with Super Protector, which was launched in 2005. As a result, advisers will find it easier to structure risk cover for clients when they need it inside and outside of superannuation, Macquarie said. ... |
| | | | ... Beaton Research and Consulting, Dr Rebecca Shiels, has joined the judging panel for the ninth Association of Financial Advisers (AFA) Adviser of the Year Award In her current role, Dr Sheils responsibilities include business-to-business and services ... |
| | | | ... products to be listed although this is under review and providers are poised to launch new products that will enable advisers to build a balanced portfolio using only ETFs. "It's a massive hole in the ETF industry that needs to be filled. It will be ... |
| | | | ... year due to a steady improvement in demand from China, India and the US. Zurich-based investment firm, Diamond Asset Advisers is launching the Diamond Asset Fund I of up to US$250 million for institutional investors. The firm has signed a deal with Canadian ... |
| | | | ... (SG) to create a new flexible gearing product, due to be launched to the Australian market later this month. Financial advisers were invited to a soft launch of the Alpha Super Shares in Sydney last week. The product offers exposure to the ASX 200, payable ... |
| | | | Newly merged Energy Super has joined the Independent Fund Administrators and Advisers (IFAA) Acurity administration platform, which boasts QSuper, Telstra Super, and UniSuper as clients. Acurity, which now manages over 2.5 million superannuation members ... |
| | | | ... chapters from different regions taking part. The program finishes on July 1. The FPA ran a similar program last year where advisers responded to 430 questions in five weeks. Now in its 11th year, Financial Planning Week is a national initiative designed ... |
| | | | ... licensee solutions, citing strong growth for the outsourcing. The change will affect FIA's ten planning firms with over 35 advisers, who will now receive compliance, practice development, research and advice solutions through Licensee Select. The contract ... |
| | | | ... the Self Managed Superannuation Fund Professionals' Association of Australia (SPAA) has issued a series of tax tips for advisers and investors. This year super investors may be eligible to begin a new two year bring forward period for non-concessional ... |
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