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| | | ... Portfolio went live on the AXA North platform on 10 May, and CFS FirstWrap on 1 June. A press statement from Select noted advisers who use AXA North and CFS FirstWrap will be able to access a broader range of alternative investments in one diversified ... |
| | | | ... higher value clients subsidise the lower value ones," said Richard Klipin, chief executive of the Association of Financial Advisers. "But in a [post commission] world advisers won't be able to do so." This is where intra-fund advice steps in, said Klipin. ... |
| | | | ... will lift industry standards, on the whole, but could also hurt the future of small to medium size Independent Financial Advisers (IFAs). Richard Klipin, chief executive of the Association of Financial Advisers, said the association has met in Canberra ... |
| | | | ... their next-of-kin, charity or other beneficiary with their adviser. The index also showed clients who were helped by advisers on this topic were more satisfied with their advisers, and their overall investment plan. In fact, the index for those who created ... |
| | | | ... its online portfolio administration platform - V-Wrap - to incorporate a single business process, making it easier for advisers to create strategies that meet clients' simple and complex investment needs. The announcement coincides with the rebranding ... |
| | | | ... people actually see things," he said. "I've known Mark for a long time and he's got a good background in working with advisers on a day-to-day basis so he has an inclination but, importantly, he needs to connect with members who are disconnected due ... |
| | | | ... calculators we are all accustomed to," he said. The Provisio software caters for intra-fund advice, with a focus on supporting advisers' needs and simplifying the process for members, he said. The software will support optimisation of contributions ... |
| | | | ... Super chief executive. The fund already employs fully qualified staff including business development managers, financial advisers and contact centre specialists available to offer broad personal advice. "LUCRF is one of the first industry super funds ... |
| | | | ... time ipac has bought an equity stake in a risk-only practice. Established in 1997, AFRM employs 18 staff including seven advisers across four offices in Sydney, Newcastle, Central Coast and Port Macquarie. The deal means AFRM directors; Phillip Young ... |
| | | | ... marketing through to back-office efficiency, noted a press statement. This will assist BDMs during their discussions with advisers on how products and services integrate with a financial advice practice. "It is important that BDMs have the latest tools ... |
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