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| | | ... FSP is also expecting to make some more high level business appointments later this year while continuing to talk to advisers looking for a new dealer group. "They are assessing Financial Services Partners as a better alternative to their current AFSL ... |
| | | | Association of Financial Advisers (AFA) chief executive Richard Klipin said that while many of AFA's members are rightly concerned about the unintended consequences of the 'intra-fund advice' model, there are some upsides. Intra-funds are traditionally ... |
| | | | Research published last week reveals fierce resistance from financial advisers to adopt the proposed annual 'opt-in' reforms, arguing the approach could do more damage than not to their clients' portfolios and impose more compliance burden on their ... |
| | | | ... instalment warrants. Also incorporated into the new platform is a greater range of Adviser Service fee options to allow advisers to collect fees in a method that is customized to suit their own business model. "In a world where advisers are transitioning ... |
| | | | ... AXA Australia's latest coup is an exclusive deal with car insurer Royal Automotive Club of Victoria (RACV), which gives advisers another channel to reach a broader client base. Under the agreement, AXA advisers have the opportunity to access RACV's two ... |
| | | | ... Melbourne, was also a former associate at JP Morgan. As part of her new role, Yeoh will support Macquarie's 400-plus financial advisers in both Australia and New Zealand, providing research, marketing, training, operations, strategy and execution tools. ... |
| | | | ... be without the Fed? Yes, they'll be tightening too. Former Fed governor - now vice-chairman of St. Louis Macroeconomic Advisers - Laurence Meyers, predicts that the US central bank will start raising the fed funds rate in January 2012. But before that ... |
| | | | ... based on "lite" operating systems will hit 150 million per year in four years - making it more important than ever that advisers get on board the tech revolution. New research from tech firm Ovum shows 35 per cent of global shipments in 2015 will be ... |
| | | | ... Financial Planners, represented by Tim Gray, NSW Woodward Nhill, Principal Peter Gersch, VIC AMP-owned Hillross has about 300 advisers operating under its brand, with the annual awards recognising those who have displayed professionalism, wealth management ... |
| | | | UK-based financial advisers will be required to hold a Statement of Professional Standing (SPS) to continue providing financial advice after January 2013, according to new regulations set out by the Financial Services Authority (FSA). The regulation ... |
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