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Showing 8031 - 8040 of 9822 results for "Advisers"

Advisers must fight for the future, not the past: AFA

ALEX DUNNIN  |  MONDAY, 25 OCT 2010
The fight over commissions on investment products and superannuation is over. Advisers must stop debating over them and switch their focus to influencing their future. Opening the 2010 AFA annual conference in front of a packed auditorium with almost ...

Count selects Lonsec and IRESS

RUTH LIEW  |  MONDAY, 25 OCT 2010
... proprietary system, WealthPlanner. The new system will be implemented early next year. Count estimates XPLAN will help advisers increase their productivity by 50 per cent, and help deal with upcoming regulatory changes - including client opt-in requirements. ...

Best financial advice tweet wins iPhone

Financial advisers will be unleashing their inner wordsmith at a conference that starts this weekend, with the chance to win an iPhone and the bragging rights of saying something profound (or witty) in less than 140 characters. This year, the Association ...

AIOFP appoints directors

MEDIA RELEASE  |  FRIDAY, 22 OCT 2010
... Association of Independently Owned Financial Planners (AIOFP) board. Maddern is president of Melbourne-based Maddern Financial Advisers and Ardino is the managing director of Lifespan Financial Planning (Lifespan). The other members of the AIOFP board ...

Netwealth LifeWRAP goes live

ELISE BURGESS  |  FRIDAY, 22 OCT 2010
... facility for its platform clients, LifeWRAP, is now live, providing a centralised platform for netwealth planners and advisers. The product has moved from its beta stage in September and opened up across a number of adviser networks. Developed with AIA ...

Macq launches online insurance tool

ELISE BURGESS  |  THURSDAY, 21 OCT 2010
Macquarie Life has launched a new tool for advisers, designed to save them time and effort when filing insurance applications. The introduction of the new tele-interviewing service, Macquarie LifeConnect, will complement existing program Macquarie Life ...

ESI Super boosts advice tech

MEDIA RELEASE  |  THURSDAY, 21 OCT 2010
... Petrou said this will help provide more flexibility in how members interact with ESI Super. "[It will also] allow our advisers to demonstrate the benefits of different investment strategies in real time to a wider group of members," she said. Provisio's ...

AMP, AXA and CFS planners choose own super

RUTH LIEW  |  THURSDAY, 21 OCT 2010
... 2009, only 47 per cent of ANZ/ING clients ended up with ANZ/ING products," noted the report. By contrast, none of these advisers were likely to direct switchers towards industry funds, when compared to funds switched through other channels. Only 5 per ...

Planners urged to address ethics

RUTH LIEW  |  WEDNESDAY, 20 OCT 2010
... among Australians who don't seek advice, said the AFA. Jim Taggart, national president of the Association of Financial Advisers, quotes the industry body's Back to Basics research that show Australians who use advisers highly trust them. But that's where ...

Advisers in clean bill of health

ELISE BURGESS  |  WEDNESDAY, 20 OCT 2010
Advisers are taking an active approach to their own health, according to the 2010 Zurich Heart Foundation Heart Health Index. One in three advisers have made changes to reduce their risk of heart disease in the last six months with even more reporting ...