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| | | ... first time Macquarie Life Active will be distributed through a health fund, after its initial success with financial advisers. Importantly, the product is the first in Australia to delink TPD claim eligibility from occupation, choosing instead to base ... |
| | | | ... to proceed. While this brings the planning group one step closer to listing on the ASX, uncertainty remains on whether advisers will stay with PIH after the transition - or choose to redeem their shares when the merger occurs. In an earlier interview ... |
| | | | An annual financial adviser survey shows that nearly half of advisers' total risk income this year came from new clients, giving fresh evidence that risk-related advice is core to a typical financial planning business. The CoreData Risk Study 2010 ... |
| | | | ... client review process. "We believe that providing integrated, actively managed portfolios at a reasonable cost will enable advisers to continue to be able to provide affordable full service financial advice to their clients," he said. |
| | | | The Securities and Exchange Commission is proposing new rules to strengthen the regulator's oversight of investment advisers. The SEC's proposed rules will implement provisions of the Dodd-Frank Wall Street Reform and Consumer Protection Act. This includes ... |
| | | | ... relationship so that the integrity of our model portfolios remains assured, a key issue which we know is important to our advisers and their clients," said Paul Campbell, RI Advice Group chief executive. Recruitment for the new investment research team ... |
| | | | ... the first time Asgard has done this on the equities platforms. Online, BT just launched its AdviserNETgain, allowing advisers to produce an unlimited number of review advice documents in one process after upgrades to the online planning solution, something ... |
| | | | More than 300 Australian Wealth Management financials advisers have signed up to the Association of Financial Advisers - bringing the industry association's membership to approximately 7,000 advisers. Four licensees including Bridges Financial Services ... |
| | | | ... fully featured fee-for-service platform solution that has competitive ongoing fees that are simple and transparent for advisers and their customers to use and understand, " said OnePath head of superannuation & investment Platforms, Mark Pankhurst. OnePath ... |
| | | | Practice development firm, Elixir Consulting, has launched a practice management online service that can help advisers switch to fee-for-service a lot easier. Building on its already released book by the same name, the new program is for advisers that ... |
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