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Showing 1001 - 1010 of 1360 results for "Advisors"

nabInvest secures US firm stake

ELISE BURGESS  |  WEDNESDAY, 24 AUG 2011
... continue to deliver quality investment returns for clients" said Mulcahy. nabInvest also partners with Altrinsic Global Advisors, Cambridge Industrial Trust, Pengana Capital and MLC Private Equity businesses.

Planning practices will sell on earnings not revenue after opt-in

ALISON BEVEGE  |  FRIDAY, 19 AUG 2011
Financial advisors need to improve their earnings not their revenues if they want to sell their businesses, a strategic advisory firm has said. Hunts' Group Consulting, which gives strategic growth advice to the wealth management industry, knows how ...

Fraud firm masquerades as financial advisors: ASIC alert

ALISON BEVEGE  |  THURSDAY, 18 AUG 2011
The Australian Securities and Investment Commission (ASIC) has issued a warning on a fraudulent financial advisory firm. ASIC has shut down Frontline Financial Planning's website which posted the Australian company number and Australian financial services ...

Help for advisers with super death tax impact on SMSFs

ALISON BEVEGE  |  WEDNESDAY, 17 AUG 2011
Self-managed super fund trustees and financial advisors can participate in a webinar tomorrow on how to minimise the impact of the new "super death tax" draft ruling with anti-detriment law. Draft ruling TR 2011/D3, if enacted, will apply retrospectively ...

Challenger investment head lands Omgeo chair role

ELISE BURGESS  |  TUESDAY, 16 AUG 2011
... of the board. Furthermore, Michael Nairn, managing director and head of investment operations at State Street Global Advisors Australia has joined the Omgeo board. There are now 17 members of the board. Omgeo, which operates a global advisory programme ...

SPAA calls for fraud net to be cast wider

MATT WOODINGTON  |  TUESDAY, 9 AUG 2011
... cover all investors with product providers subject to the scheme too, said SPAA. "We understand the focus on financial advisors and advice but unless product providers, which would include managed investment scheme operators, are also part of the last ...

Mercer chief scores plum promotion

ALISON BEVEGE  |  TUESDAY, 2 AUG 2011
... enjoyed significant client expansion and business growth in Australia, it said in a release, with Risk and Investment Advisors Australia and Lifespan Financial Planning both appointed to Mercer's wealth management consulting team to support high net ...

Debt and small caps broaden emerging market value

MATT WOODINGTON  |  FRIDAY, 29 JUL 2011
... twelve months earnings, George Hoguet, a senior portfolio manager and emerging market strategist at State Street Global Advisors, is urging investors to take advantage. "The level at which one enters the asset class is obviously important," said Hoguet. ...

Coaching tips invigorate adviser roadshow

ALISON BEVEGE  |  WEDNESDAY, 27 JUL 2011
... partnered with Beyond Blue as the global financial crisis and the new regulatory changes had created stress for many advisors, AFA chief executive Richard Klipin said. Limnios showed advisers how to recognize key symptoms of clinical depression and anxiety ...

Australia ahead of pack in IT wealth spend

MATT WOODINGTON  |  FRIDAY, 22 JUL 2011
... 2011 to the end of 2015, Ovum predicts. "The need to create websites and applications that allow customers and financial advisors access to company websites via mobile devices such as smartphones and tablets will drive some of this growth in internet ...