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| | | ... protection have all received improvements on Tower's Accelerated Protection platform as the insurer finetunes its services to advisers. The firm has made 26 product improvements and updated its medical limits, pricing structures and supporting technology ... |
| | | | ... portfolio construction for the fund. He had previously worked as an investment consultant at Frontier and Access Capital Advisers, and had prior roles at a fund manager and in federal treasury. Meanwhile, David Constable joins Cbus as marketing manager ... |
| | | | ... capabilities into direct equities, broking and research for high net worth customers. More than 20 new specialist high net worth advisers have also joined JBWere in the past year, said Clyne. "In 2010, there were tangible improvements for NAB's customers ... |
| | | | Many Statements of Advice prepared by financial advisers contain too much irrelevant information that just adds to their preparation costs and bewilders their clients all while providing no extra compliance protection. Clare Wivell Plater, director ... |
| | | | ... Fox, previously on the AFA board as the representative of the GenXt (AFA's sub-group of members made up of the younger advisers), was uncontested for the role and said he looks forward to helping the association deliver services to its members. "The ... |
| | | | ... to fork out $300 on average for advice, and $300 for subsequent visits, based on a study of 1,100 investors and 1,300 advisers. The price is a far cry from what financial planners say is the break-even cost ($2,700) for providing full advice, or $1,200 ... |
| | | | The Association of Financial Advisers (AFA) is addressing gender diversity in financial planning by launching an award dedicated to outstanding female financial advisers. The first AFA Female Adviser of the Year will be awarded at the 2011 conference ... |
| | | | Zurich is launching a new iPhone application that allows advisers to provide life insurance quotes to clients - catering to the soaring number of planners who use iPhones and want faster, simpler technology to help clients buy insurance. Zurich is providing ... |
| | | | Consumers are frightened of the future and if advisers speak to them as a navigator or designer, they will recognise the value of what advisers do. "They are asking you to be a 'choice architect'. Unless you speak to them like that, they won't know ... |
| | | | The Association of Financial Advisers (AFA) is calling on its members and supporters to raise $500,000 by the end of the conference to fund a campaign designed to highlight the benefits of good financial advice. Ron Lambert, a financial adviser and ... |
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