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Showing 7791 - 7800 of 9822 results for "Advisers"

Count morphs into super entity with new AFSL

ELISE BURGESS | THURSDAY, 5 MAY 2011

... platform offerings. The independent dealer group said the cut of volume related payments through to licensees and financial advisers had opened up payments through to platforms and grandfathering provisions, favouring planning groups owned by fund managers ...

Planners upscale with managed accounts

MICHELLE BALTAZAR | THURSDAY, 5 MAY 2011

Today's breed of managed accounts can give financial advisers the scale they need to grow their business despite mounting regulatory hurdles, experts said at the Financial Standard Managed Accounts forum. James Mirams, financial adviser and director ...

Mason Stevens releases global equity managed account

ELISE BURGESS | WEDNESDAY, 4 MAY 2011

... efficient tax outcomes, liquidity and daily reporting highlights of the portfolio along with the expertise of Caledonia "Advisers are looking for managers who have a different approach to equities and who have demonstrated ability to actually add alpha. ...

Super funds fail on carbon disclosure

ELISE BURGESS | TUESDAY, 3 MAY 2011

... such projects as Woodside. However the vote is still being viewed as a positive as it generated support from investors, advisers and investor groups "This was a positive result for the Climate Advocacy Fund. Whilst we are disappointed that more Australian ...

Macq Wrap releases new accounts

ELISE BURGESS | TUESDAY, 3 MAY 2011

... superannuation and pension accounts. The Consolidator Series has a flexible pricing structure that Macquarie said would allow advisers to adapt to changing expectations of clients and regulators through administration fees based on the total value of ...

Charter Hall targets advisers with SMA

MATT WOODINGTON | MONDAY, 2 MAY 2011

... rating from Lonsec, while Mason Stevens will operate the SMA. "The dual launch reflects the changing business models of advisers and meets the growing demand for transparent, tax-efficient products," said Thomas Bignill, managing director, Mason Stevens. ...

Advisers sacked, fees halved in "doom" scenario

ALISON BEVEGE | MONDAY, 2 MAY 2011

A report stating a quarter of financial advisers would be wiped from the industry and fee revenue halved by 2024 is alarmist, the Association of Financial Advisers said today. The report by research house Rice Warner Actuaries stated the figures in ...

Tech provider buys 25pc stake in paraplanning firm

ELISE BURGESS | MONDAY, 2 MAY 2011

Technology provider, Adviser Toolbox, has bought a 25 per cent stake in a boutique paraplanning firm, offering advisers insurance Statements of Advice preparation for $350. In a bid to target the advice insurance business, AusParaplanning has released ...

Securitor to grow planner network

MATT WOODINGTON | FRIDAY, 29 APR 2011

... undergoes change in the coming years there is expected to be a movement of planners to dealer groups that can add value to an advisers business. "Whether they remain independent or whether they be aligned to an institution in the way Securitor is, what ...

Accountants scope FOFA for opportunities

ELISE BURGESS | FRIDAY, 29 APR 2011

... the body, have come out in support of the FOFA reforms, in particular the hotly debated two year opt-in that financial advisers will have to adhere too. "The introduction of a two-year 'opt-in' requirement and an annual disclosure notice will ensure ...

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Treasury responds to Debelle's review into the AOFM

KARREN VERGARA

Treasury has responded to the Guy Debelle-led review into the Australian Office of Financial Management (AOFM), agreeing to all six recommendations.

Bravura ups guidance, reports earnings increase

RIDDHIMA TALWANI

Bravura Solutions informed investors cost discipline will protect its full year earnings result after a client migrated to a Business Process Outsourcing (BPO) early in the year.

MaxCap hires from Vanguard, AustralianSuper

MATTHEW WAI

MaxCap has welcomed two senior directors, including a portfolio manager from Australia's largest super fund, reporting to the recently named chief executive Kylie Robb.

Zenith snags mandate from Granite Bay

MATTHEW WAI

Granite Bay Private Wealth has selected Zenith Investment Partners to support their investment governance and due diligence.

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Blake Briggs

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Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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