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| | | ... organisations 22,000 members will also be offered, including a Financial Services Platform to help members network with financial advisers, and a tool to help clients manage superannuation. Andrew Conway, chief executive of the NIA, said the organisation ... |
| | | | ... online application, OneCare Express. OneCare and OneCare Express policyholders will have greater trauma benefits while advisers should have better access to the underwriting process and faster cover approval for their clients. Based on the recommendations ... |
| | | | MLC's financial advisers earn more than their adviser peers for the third consecutive year, a survey shows. The data, sourced from the Comparator Annual Benchmarking Study for Financial Planning Businesses 2010, found that Godfrey Pembroke advisers ... |
| | | | The MoneySmart website, launched this week, has already sparked up old flames between super funds and advisers when the site recommended consumers choose advisers who work on a fee-for-service basis. "In our opinion, the fee-for-service model is generally ... |
| | | | ... be different than previously anticipated," said the BlackRock release. AXA Financial Planning has been contacting its advisers, informing them that there are no changes to its approved product lists (APLs) in light of the crisis in Japan and point out ... |
| | | | ... interest from adviser dealer groups over the last two years - particularly from those that cater for SMSFs. IAS enables advisers to manage their own portfolios or to mandate to their choice of professional managers across a range of security types including ... |
| | | | ... include licence cancellations or suspensions, the imposition of additional licence conditions and the banning of individual advisers and/or directors," said the regulator. As part of licensee assessments ASIC will look at a range of different features ... |
| | | | ASIC will clamp down on the misuse of Managed Discretionary Accounts (MDAs) and increase scrutiny on advisers recommending capital guaranteed funds. A growing number of advisers are offering structured capital protected and capital guaranteed products. ... |
| | | | ... have." Bernard Salt, KPMG partner, said that it will be the Baby Boomers and Gen Y that will present the biggest shift for advisers and that these are markets advisers must cater for if they are to maintain a high quality of advice. "This will be a big ... |
| | | | ... has announced the long-anticipated new version of XPLAN is to be released next month. XPLAN, used by more than 12,000 advisers, has been given a makeover with the help of digital communications firm Profero. Aaron Knowles, product manager for wealth ... |
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