Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 7781 - 7790 of 9822 results for "Advisers"

Legg Mason funds plug retiree gap

ELISE BURGESS  |  TUESDAY, 10 MAY 2011
... equities income trust funds, changing from the 'usual' accumulation versus de-accumulation design to better accommodate advisers and their clients. Legg Mason said in their white paper research Rethinking portfolios for retirement, that the industry ...

Planners make their budget wishes

ALISON BEVEGE  |  TUESDAY, 10 MAY 2011
As the Federal Government goes into budget lockdown, financial advisers have named their dearest wishes - and it's not for free set top boxes. Concessional caps, tax concessions for advice fees and a cut in the company tax rate were at the top of the ...

RI Advice partners with Tas bank

ELISE BURGESS  |  MONDAY, 9 MAY 2011
... Howe. There are three practices in Tasmania however this relationship is just between Howe's practice and B&E with four advisers working in the practice but there are plans to build. "We are now talking to practices in Hobart about joining us and we ...

MLC appoints Schroders global equities manager

MATT WOODINGTON  |  MONDAY, 9 MAY 2011
... over the next 12 months I will be exploring ways to highlight these benefits and make the funds even more attractive to advisers and investors," said Richards. MLC said that the appointment of Armitage completes a raft of changes to its portfolio management ...

New Russell manager to tackle prac management

ELISE BURGESS  |  MONDAY, 9 MAY 2011
... be responsible for rolling out the new service, Russell Practice Management (RPM), in the local market with a focus on advisers that need to build their advice model and increase practice revenue. In addition to his role at Ipac, Nolan's previous roles ...

Planners react badly to FOFA

ALISON BEVEGE  |  FRIDAY, 6 MAY 2011
... would pass costs on to clients, research firm CoreData has found. The independent research canvassed the views of 358 advisers in an online survey held from April 29 to May 4, covering the industry's initial reactions to the FOFA announcements. The results ...

NAB grows FUM despite tough times

ALISON BEVEGE  |  FRIDAY, 6 MAY 2011
... increased their funds under management by 6.8 per cent to $121.9 billion in the year to March and added 241 financial advisers to its ever-growing network, according to half-yearly results released yesterday. The National Australia Bank's wealth management ...

Innovative platforms create $397 bn industry

ELISE BURGESS  |  FRIDAY, 6 MAY 2011
Investment platforms use innovation to compete for adviser business in a $397 billion industry, with advisers the main winner. Australian platform providers are now competing at a higher level, according to the 2010 Investment Trends Platform Report ...

AFA award launched to encourage female financial planners

RACHEL DAVIS  |  FRIDAY, 6 MAY 2011
The Association of Financial Advisers (AFA), TOWER Australia and the Macquarie Graduate School of Management launched its inaugural AFA Female Excellence in Advice Award in Sydney last night. Tackling the gender gap that exists in retirement savings ...

Managed accounts central to advisers

ELISE BURGESS  |  THURSDAY, 5 MAY 2011
Advisers should be using managed accounts to be adviser, manufacturer and the central figure in their clients' financial lives, attendees were told at yesterday's Financial Standard Managed Accounts forum held in Sydney. Advisers can use managed accounts ...