Savvy advisers seeking value beyond miners and banks

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Latest Skaffold research shows advisers looking further afield than traditional ‘safe havens’ Stock research application house, Skaffold, has said that the long-standing faith in stalwart shares may at last be on the wane with advisers.  According to analysis of the latest user data, financial advisers are no longer focusing mainly on traditional mining and banking […]

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Adviser appetite for international funds on the rise

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Zurich’s investment business in Australia has released survey results that found the overwhelming majority of advisers are expecting positive returns in international markets in the next 12 months.  The survey of more than 100 advisers also found that almost 70 percent of advisers will increase their clients’ allocation to international equities in the next six […]

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Equity market volatility drives more planners to risk advice

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Risk advice is increasingly important to planners’ businesses, with more now advising on it than ever recorded in the eight years of this study’s history, according to a new report released last week from leading wealth researcher Investment Trends. The June 2012 Investment Trends Planner Risk Report is an in-depth study of Australian financial planners […]

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The 10 questions investors are asking…and the answers

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What are the top 10 questions advisers are getting from their clients? Here they are – with answers provided by Fidelity Worldwide Investment. How does the situation in Europe affect investments? If you were to try to list reasons why stock markets have risen so much over the past three months, a reduction in worries […]

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New breed of advisers want value-for-money licensees

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The new breed of degree-qualified, professional financial advisers is casting a critical eye over dealer group services fees and looking for value for money, according to Pinnacle Practice Director, Anne Fuchs, who runs adviser/licensee matchmaking service, My Dealer Group. “Many of the financial advisers who come to us are in their 30s and 40s running […]

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Firm Focus on the Impacts of FoFA Reforms – FSC Annual Conference 2012

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For advisers wanting to hear the latest on FoFA, this year’s Financial Services Council Annual Conference on the Gold Coast from August 1 through to August 3, is the must attend event of 2012. This year’s Conference includes a firm focus on the impacts of the FoFA reforms on the profession in Major Issues Sessions […]

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Advisers give ‘exceptional’ advice

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Hundreds of financial advisers have come together to impart their wealth of professional know-how and help cancer patients realise their final wishes. Being diagnosed with cancer is not the time that a person wants to have to come to a complete and clear understanding of their financial position. However, financial issues are a huge concern […]

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Securitor joins the Association of Financial Advisers

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Securitor, part of BT Financial Group, and home to almost 500 advisers across the country, has become the latest licensee to join the Association of Financial Advisers (AFA). AFA CEO Richard Klipin said the AFA is delighted to welcome Securitor on board. “We have great pleasure in welcoming a licensee of the calibre of Securitor […]

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AFA Congratulates Minister Shorten on Expanded Portfolio

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The Association of Financial Advisers (AFA) yesterday congratulated Minister Bill Shorten on his promotion to Cabinet. AFA CEO Richard Klipin said, “We congratulate Minister Shorten on his expanded portfolio and look forward to continuing discussions with him on how to make the world of financial advice more competitive and robust for all Australians.” Mr Klipin said […]

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BT insurance new end-to-end life solutions a success with advisers and dealer groups

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BT Protection Plans have been added to more than 100 approved product lists within dealer groups and the number of advisers the products have doubled since its launch in February 2011 to the independent financial advice market. According to BT Insurance, more than half the applications have been underwritten, and submitted online and over 25% of income […]

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