Articles tagged with 'financial-advisers'

Intergenerational challenges loom for FUA

27 November 2008 | Few planners confident of retaining funds after clients die.


Calls for new advice model

18 September 2008 | Industry super funds in best position to deliver it: Sunsuper.


CommInsure capitalises on a winning mix

17 September 2008 | CommInsure jumps five places to market leader in stand-alone and master trust adviser driven new sales among financial advisers this year.


Business as usual for Cromwell

8 April 2008 | Property fund manager secures new debt facilities.


Tough year ahead

9 January 2008 | Talk of US recession means good times may be over.


Online reports made easy

8 January 2008 | AXA introduces changes to its flagship platform, Summit


Kiwi advisers underperforming

7 January 2008 | New study finds many advisers are failing clients.


ASIC bans two Sydney advisers

7 January 2008 | Two advisers banned over Westpoint products.


Zurich’s healthy attitude

13 December 2007 | Corporate responsibility overhaul.


Clients still confident in advisers – Lifeplan ICFS index

21 November 2007 | Reassuring research outcome.


Gilbert elected IIFA chairman

5 November 2007 | New structure adopted to face global challenges.


A perfect time to go online

22 October 2007 | Zero brokerage online CFD platform launched.


Customers given 100 per cent rebate

16 October 2007 | An investment in trust.


Rising star wins award

15 October 2007 | Winner of the 2007 AFA Rising Star of the Year Award announced.


FPA announces awards

4 October 2007 | The full recipient list of the 2007 FPA Value of Advice Awards.


Insurance made easy

3 October 2007 | RiskOnline adds more features.


Fear of volatility holds investors back

19 September 2007 | AXA to release a new capital protection product to encourage Australians who fear investment risk.


Zurich cuts insurance red tape

11 September 2007 | Zurich has reviewed and improved its application process.


Look beyond own backyard

5 September 2007 | New research by wealth management firm AXA Australia has found the home-country bias held by most investors needs to change and urged financial advisers to start seriously looking at global equities.


Investor education is key

4 September 2007 | Education is key to securing $20 billion of 250,000 Australians’ investments.


Take the long view

31 August 2007 | Perennial Investment Partners releases study on long-term market returns.


Midwinter expands Reasonable Basis

28 August 2007 | New advice software tool focused on superannuation launched.


Government to cut red tape

27 August 2007 | The Government has introduced regulations to reduce red tape.


Planners taught the benefits of giving

21 August 2007 | Financial planners should be encouraging their clients to give.


New research provides important lessons to advisers.

15 August 2007 | A new survey has revealed which country, Australia or America, is better prepared for retirement.


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Super Regulation Should superannuation funds be compelled to suspend advertising capable of persuading uninformed investors to crystallise losses?
Yes
 
86%
No
 
14%
The poll is closed.

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