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| | | AXA advisers have a new tool to use for their marketing needs after their dealer group struck a deal with Advant Online. To boost support for its advisers, AXA joined the online web portal, allowing advisers to find and access relevant fee-for-service ... |
| | | | ... has signed 12 dealer groups to its services, joining the fray of MA providers that are proving popular among financial advisers. Currently, there is an enormous amount of interest in managed accounts from right across the planning spectrum, from independent ... |
| | | | ... number of Australian women lacking adequate insurance and retirement savings are behind a new award for female financial advisers. The Association of Financial Advisers will launch the AFA Female Excellence in Advice Award in conjunction with TOWER Australia ... |
| | | | ... market would push up prices across the board. Robinson called for an oil vulnerability index of superannuation funds so advisers and clients can see how exposed they are to a rising oil price. "We're keen to see all super funds do an oil vulnerability ... |
| | | | ... place with 15.8 per cent, pushing CFS down a notch into fourth. According to the report, there are now 18,848 financial advisers operating in Australia, up 2.6 per cent per annum in five years. This rate of growth is only marginally above the 2.2 per ... |
| | | | ... research to judge the quality of financial advice being given to retirees, but it said it is not about 'naming and shaming' advisers, but defining good quality advice to give industry guidance. "Around 20 per cent of the current super pool is in retirement ... |
| | | | ... years," she said. "We think it's an important forum." Richard Klipin, chief executive of the Association of Financial Advisers, said the financial planning industry had seen three years of significant change. "It's time to get on with the implementation ... |
| | | | ... compliance. Treasury's communications unit said there had been strong interest so far from a broad range of industries and tax advisers on the legal change. Most interest had been from Australian-based businesses, but advisers may also be representing ... |
| | | | ... giving UBS WMA a timeframe to rectify its advice business. "It sends a broader message to the market that ASIC expects advisers to have proper systems in place to comply with the provisions of the Corporations Act relating to Statements of Advice," said ... |
| | | | ... things that term deposits lack is liquidity and the duration to provide that negative correlation. So it's important that advisers and consultants have a longer time frame to think about more strategically," he said. |
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