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Showing 7841 - 7850 of 9822 results for "Advisers"

Researchers sharpen ETF focus

MATT WOODINGTON  |  WEDNESDAY, 6 APR 2011
Research firms are putting more resources into rating ETFs as more financial advisers and dealer group shift more of their clients' funds into ETFs and away from comparable unitised and unlisted products. Lonsec, Morningstar and Standard & Poors are ...

ASIC call to improve planner education

ELISE BURGESS  |  WEDNESDAY, 6 APR 2011
... industry developments here and overseas. Consultation Paper 153 Licensing: Training and assessment framework for financial advisers (CP 153) submitted by ASIC outlined several suggested new training and assessments. They included a financial services ...

Roadmap to life insurance

ELISE BURGESS  |  WEDNESDAY, 6 APR 2011
The future of life insurance rests with advisers, good reforms and consumer education according to three key insurance figures speaking at the Financial Services Council Life Insurance Conference today. In the first session for the day in Sydney, Geoff ...

Smaller banks seeking platform independence

MATT WOODINGTON  |  TUESDAY, 5 APR 2011
... technology and more independence. "I think it's a great opportunity for any independent party, platform developers, financial advisers and fund managers and consumers to break the stranglehold of the big 5 institutions," said Varlamos. "Why would any ...

AFA prep advisers for FOFA

MICHELLE BALTAZAR  |  TUESDAY, 5 APR 2011
The Association of Financial Advisers (AFA) has prepared a handy member's guide to the Future of Financial Advice (FoFA) reforms, complete with details on AFA's stance on the proposed changes. The FOFA reforms will be tabled in parliament by spring ...

North opens Bluedoor to bright future

ALISON BEVEGE  |  TUESDAY, 5 APR 2011
Thousands of financial advisers will have access to direct equity trading through the North platform after upgrades to its Bluedoor software engine go live on Monday. The new Bluedoor upgrade was described by its developers yesterday as doing for the ...

Investors gearing up again

MATT WOODINGTON  |  MONDAY, 4 APR 2011
Financial advisers are increasingly on the lookout for new "stress-free" ways to introduce gearing to investor portfolios, according to Westpac Institutional Bank. The bank is developing a number of new investment strategies to suit the needs of self ...

Insurance bodies tackle longevity risk

ELISE BURGESS  |  MONDAY, 4 APR 2011
... Carpenter. "These products require a special level of advice and it needs a special advice sale, so it is about finding the advisers that are able to advise on that sort of product." Longevity is making its way into the key concerns for the insurance ...

Financial planners crushed by rigid ATO

ALISON BEVEGE  |  MONDAY, 4 APR 2011
... previous year, after the Federal Government halved the caps. Richard Klipin, chief executive of the Association of Financial Advisers said the industry needed to keep pushing for a return to sustainable caps by increasing the levels and said planners ...

IOOF adds insurance, offers more low-cost options

ELISE BURGESS  |  FRIDAY, 1 APR 2011
... six low cost options to further diversify its platform offerings to create an extensive range of detailed services for advisers. "A danger for platform providers is to try to create structure platforms and dictate to advisers how they should be running ...