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| | | ... with between half a million to $2 million in savings have the most exposure to longevity risk. Robertson urged financial advisers to hedge against equity risks with lifetime annuity products that would pay investors if their money ran out during retirement. ... |
| | | | ... SMSF specialists, as evidenced by the conference program. She added that 2011 opens a wealth of opportunities for SMSF advisers ahead of the Stronger Super and Future of Financial Advice reforms. Long urged delegates to take the conference as an opportunity ... |
| | | | AMP has launched new technology communication tools and peer-to-peer workshops to provide greater support for its advisers. AMP launched the initiative to promote intra-group communications and to facilitate regular meetings even across state boundaries. ... |
| | | | To survive and thrive in a post-commission world, advisers will need to deliver alpha and be able to demonstrate it, according to research by Vanguard Investments. Francis Kinniry, a principal of Vanguard's global investment strategy group, developed ... |
| | | | ... Planning and its aligned dealer groups - RI Advice, Millennium3 and FSP. As of December 2010, ANZ Wealth has over 2,100 advisers in both aligned dealer groups (RI Advice, FSP and Millennium3) and within ANZ financial planning. Retail funds under management ... |
| | | | The Association of Financial Advisers (AFA) has called on Federal Finance Minister Bill Shorten to consider the impact of proposed financial reforms on life insurance levels. Richard Klipin, chief executive, AFA, said research had shown that if adviser ... |
| | | | ... rely solely on the pension system. The report surveyed more than 1,300 SMSF trustees, non-trustees and professional SMSF advisers late last year. SPAA and Russell commissioned CoreData-brandmanagement to do the study. |
| | | | Financial advisers who break the law could face up to five years in jail and up to $200,000 in fines, based on proposed changes to industry laws. Currently a financial adviser that is found guilty of breaching their fiduciary duty could be charged a ... |
| | | | ... outlook and reduced the administrative burden on small businesses - who make up many of Australia's 16,000-plus financial advisers. "FoFA's proposed annual opt-in will actually reduce consumer protection," he said. "Locking in a consumer over one year ... |
| | | | ... lines will undergo a restructure including product, distribution and marketing functions including the development of new advisers and consumers software. Additionally, Challenger will host more national roadshows for financial advisers. Challenger's ... |
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