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

Search Results

Showing 7831 - 7840 of 9822 results for "Advisers"

Asgard adds funds

ALISON BEVEGE  |  WEDNESDAY, 13 APR 2011
Platform provider Asgard has added 78 new funds to its universe this year, with financial advisers asking for more global and Australian equity options. Kelly Power, head of product at Asgard, said funds had to meet strict criteria on liquidity, ratings ...

Financial planners to improve soft skills

ALISON BEVEGE  |  TUESDAY, 12 APR 2011
... clients through a new training course offered by AXA. The Risk Learning Program has two main components, one that teaches advisers to discuss life, TPD and income protection insurance with compassion and sensitivity and one that gives product information ...

Bendigo aims to empower planners

MATT WOODINGTON  |  MONDAY, 11 APR 2011
... Adelaide Bank officially launches Bendigo Wealth with a distinct focus on tailor made customer service from financial advisers. The new wealth management division has been created to align its portfolio of offerings, including leveraged equities, Adelaide ...

Macq coins onto mortgage agenda

ELISE BURGESS  |  MONDAY, 11 APR 2011
... agenda, leading Macquarie to launch a mortgage module for COIN Office. The new module provides tools that will assist advisers to meet new National Consumer Credit Protection (NCCP) requirements. Macquarie, which surveyed COIN's independent financial ...

Extra year for tax related overhauls

MATT WOODINGTON  |  FRIDAY, 8 APR 2011
... expected to be equivalent to a diploma. "In the context of the binding alternate dispute resolution mechanisms to which advisers are subject, they should carefully consider whether they want to take on additional liability in the context of providing ...

AFS rebuff takeover offers to go it alone

ELISE BURGESS  |  FRIDAY, 8 APR 2011
... independent after confirming that it will no longer hold takeover discussions. AFS has said ownership will remain with its advisers and will retain open architecture, practical compliance, proven practice management and an adviser driven culture. For ...

Good advisers can save clients from tax crackdown

ALISON BEVEGE  |  FRIDAY, 8 APR 2011
Financial advisers can keep their clients safe from the tax avoidance schemes by refocusing them on their investment objectives, a financial planner said today. The Australian Tax Office has been cracking down on avoidance rorts, questioning more than ...

Regrets, I've had a few

MICHELLE BALTAZAR  |  THURSDAY, 7 APR 2011
... financial strife, a survey found. The Investment Trends 2010 Retirement Incomes Report released this morning gives financial advisers more weapons for financial education relating to retirement savings. The report found that many retirees expect a lot ...

Cavendish, Super Concepts sign with SMARTwrap

ELISE BURGESS  |  THURSDAY, 7 APR 2011
... targeting the SMSF sector as the provider delivers a bundled service where the SMSF can sit on its SMARTwrap platform without advisers paying administration costs. "Because we believe more financial advisers will need to become involved in this sector ...

FOFA opens estate planning doors

ELISE BURGESS  |  THURSDAY, 7 APR 2011
More advisers want to move into estate planning and aged care as fee-for-service reforms opens new business opportunities, according to OnePath. Adviser concerns and industry questions have been particularly focused on estate planning and aged care ...