All Articles tagged with 'financial advisers'

You are in Posts tagged 'financial advisers' (Page 22)

AIA Australia makes new product enhancements

From AIA Australia Limited

In response to adviser feedback, leading independent life insurance specialist, AIA Australia, has launched a suite of innovative product enhancements to its Priority Protection product, as well as a new

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28 Feb 2011

Eight in ten voters say yes to change: but not enough to save embattled unitholders

From Century Funds Management

Century Funds Management (Century) is pleased to have stood up for Opus 21 unitholders despite attaining insufficient voting numbers to replace Opus Capital Limited as manager of Opus 21.

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28 Feb 2011

RaboDirect Rebels vs. Brumbies: showing support for the Christchurch Earthquake Appeal

From RaboDirect

RaboDirect to donate $3,000 tries at tonight’s game RaboDirect, principle sponsor of the Rebels, today announced it will donate thousands to the Christchurch Earthquake Appeal, committing to give $3,000 per

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25 Feb 2011

What do financial planners want from industry reforms?

From Ross Johnston - Australian Unity

It seems the people most effected by the proposed reforms of the financial advice industry have had very little say in what reforms are needed and how they should be

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24 Feb 2011

Strategy for making contributions important to avoid excess risk, says expert at SPAA National Conference

From SMSF Association

There are ways to manage excess contributions and contribution strategies to consider The halving of the super contribution caps has resulted in rising instances of people making excess contributions and

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24 Feb 2011

There’s a new Wrap in town!

From National Australia Bank

MLC & NAB Wealth’s new full service wrap platform, MLC Wrap, is now open for business. MLC Wrap leverages the strengths of the Navigator and MasterKey Custom platforms, creating a

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23 Feb 2011

CommInsure and Tower share line honours in AFA/Plan For Life 2010 Life Company of the Year Awards

From AFA - Association of Financial Advisers

Two insurers have shared line honours in the prestigious AFA/Plan for Life 2010 Life Company of the Year Awards (the Awards). At the Awards presentation in Sydney today, CommInsure and

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23 Feb 2011

‘Opt-in’ a policy lock out that would harm Australians

From FPA - Financial Planning Association

The Financial Planning Association (FPA) has warned that recent alarmist ‘opt-in’ arguments advocated by sections of the trade union superannuation movement would result in poor savings and retirement outcomes for

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23 Feb 2011

Investors call for more transparent products

From Aviva Investors

Aviva Investors has seen an overwhelming response from financial advisers to its Separately Managed Account (SMA) offering. Since being released in November last year, Aviva Investors Direct SMAs have been

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23 Feb 2011

Adviser’s alpha: The true value of financial advice

What premium does quality financial advice add to the outcomes for investors and how can advisers best demonstrate this to their clients? Mr. Francis Kinniry, a Principal of Vanguard’s Global

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22 Feb 2011

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CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]