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| | | ... code and must follow national standardised rules. But Taggart, who is also the president of the Association of Financial Advisers (AFA), stressed that the decision to develop the product happened well before the fee-for-service debate was re-ignited ... |
| | | | ... cash due to members hanging on to long term strategies. It was a phenomenon that was driven by Momentum's panel of 75 advisers, a strong emphasis on online education and 10 other phone-based advisers who advised clients to hang on to their investments ... |
| | | | The Association of Financial Advisers (AFA) is calling for nominations for the 2009 AFA Rising Star of the Year Award, an annual award that goes to the best up-and-coming professional in the advice industry. Richard Klipin, the association's chief executive ... |
| | | | ... in the realm of $1 million in savings in a year," he said. The fund, through its investment consultant JANA Investment Advisers, has just completed a review of the fund's Australian and international equities managers. The results of the review are expected ... |
| | | | Arguments about advice, the role of advisers in their dealer groups, how and whether they should be regulated and supported miss the central point - in its current form advice is an elite service used by a minority of consumers. "If you want bespoke ... |
| | | | ... than last year," he said. "We've been criticised in the past for not offering as high commissions as other people to advisers and having a more prudent conservative approach, and look where we are - we're still offering MIS and there's still interest ... |
| | | | ... a competitive price, he said. This survey however is in contrast with other industry experts' opinion that financial advisers are playing an increasingly paramount role in guiding clients through the life insurance maze. Simon Swanson, managing director ... |
| | | | ... Management, said the firm's latest offering has been added to the BT Wrap, Suncorp WealthSmart and Macquarie Wrap for access by advisers and their clients. The fund, which was launched in November last year, is a bridge between holding a cash position ... |
| | | | ... Superannuation has axed 30 per cent off the establishment fees of new self-managed super funds - easing the cost for financial advisers with clients looking to set up SMSFs. SMSF specialist Cavendish announced that establishment fees for all new funds ... |
| | | | ... the pricing of its life insurance products and launched LifeXpress, revamping the firm's software to allow financial advisers to write insurance faster. Among the changes include reduced fees on death cover and the premium for TPD insurance. The group's ... |
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