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| | | AMP refutes claims that its and AXA's advisers are being poached, instead anticipating competition from dealer groups once the merger is complete and even predicting that some advisers may come their way. Speaking at a media event yesterday, Craig Meller ... |
| | | | ... business owners are unhappy with their retirement savings plans and are increasingly seeking advice, even from financial advisers, reveals research from accounting group Bird Cameron. The Bird Cameron 'Think Big' study of small business attitudes found ... |
| | | | ... down fiduciary duty and gearing have practices concerned for the value of their business. The Association of Financial Advisers (AFA) is implementing its own support network for advisers transitioning through FoFA, but said that it is probably too early ... |
| | | | ... multi-brand approach to financial advice, with plans to use assets of the combined businesses to build value propositions to advisers. "These enhancements include new, competitive finance packages through AMP Bank and the broader rollout of AXA's North ... |
| | | | ... professional standards at ING Australia's Tandem Financial Advice network, will oversee the support and training of Infocus advisers in the areas of professional standards and compliance. Additionally, Dixon will implement a new risk-based monitoring ... |
| | | | ... would complement their existing range. "The funds all track segments of the Australian sharemarket, further enabling advisers... to assemble straightforward, balanced and well-diversified portfolios using low-cost ETFs." Vanguard is also cutting the ... |
| | | | ... their workforce. In a bid to set a new benchmark in the corporate super space, CFS has released a servicing model for advisers promising "seamless transition". Overall the move is designed to encouraged members to stay with a super fund past their employment ... |
| | | | Financial advisers are stepping up their interest in gearing linked products, according to Westpac, which recently completed an investor road show across Australia. The roadshow attracted over 700 advisers, as well as some of their clients, with high ... |
| | | | Independent advice technology developer, Midwinter, is set to launch its own CRM for advisers to compete against industry giants Coin and Xplan. After releasing earlier this year, the off-the-shelf CRM will target advisers that want ease of use for ... |
| | | | Advisers and executives can ask a team of 150 analysts for insights through their Android smart phones after a technology upgrade from telecoms analyst firm Ovum, the technology company said. Ovum's PocketAnalyst tool was previously only available on ... |
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