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Showing 1021 - 1030 of 1135 results for "Representatives"

AdviserLogic launches planner-friendly software

... practices. AdviserLogic is a complete operations, sales, reporting and compliance IT package for licenses, authorised representatives and their clients. The brains behind the technology are Gundeep Sidhu, managing director and formerly a financial planner ...

Ex-AFS distribution head joins FPSA

RUTH LIEW  |  WEDNESDAY, 18 JUN 2008
... which counts netwealth as a majority shareholder, currently provides wholesale dealer services to 56 authorised representatives with an average turnover of $300,000 per annum.

Macq bond insurance will diversify group

RUTH LIEW  |  TUESDAY, 10 JUN 2008
... The move is being reported widely in both the US and Australia. Meanwhile both Australian and US-based Macquarie representatives have refused to comment on the potential deal. However ratings house Moody's said the move is consistent with the Macquarie ...

Premium outlines growth strategy

MICHAEL HOBBS  |  WEDNESDAY, 21 MAY 2008
... Fogarty had joined the dealer group, increasing the number of member firms to 21 and the number of authorised representatives to 55. Premium Wealth Management provides investment advice, retirement planning, risk management, debt and cash flow management ...

FinLit boosts productivity while educating kids

ALEX DUNNIN  |  TUESDAY, 29 APR 2008
... boost our stagnant economic productivity, said Fitzpatrick. Fitzpatrick was one of few wealth management industry representatives invited to the recent 2020 Summit.

Big Day Out for advisers

RUTH LIEW  |  THURSDAY, 24 APR 2008
... and strategies following Tuesday's Advisers Big Day Out (ABDO). The event in Sydney saw 140 advisers learn from representatives of Opus Capital, Aberdeen Asset Management, Franklin Templeton Investments, and MLC among others. Fixed income investments ...

Advisers graduate Synchron boot camp

RUTH LIEW  |  TUESDAY, 22 APR 2008
... years ago we started our Next Gen course," said Synchron director Don Trapnell. The three-day course attracted representatives from Synchron and other firms as advisers gathered together for climbing exercises on the Mystic Mountains at Marysville. They ...

FIRST Super, TISS and PPWSF to merge

RUTH LIEW  |  MONDAY, 14 APR 2008
... funds will continue to be invested separately and will each declare their 2007/08 crediting rates separately. Fund representatives were not available for comment on the merger.

Margin lending collapses risk regulatory over-reach

ALEX DUNNIN  |  MONDAY, 14 APR 2008
... illustrate the conundrum, it's worth reviewing some of Reserve Bank Glen Stevens' comments to the recent House of Representatives Standing Committee on Economics, particularly the discussion about mortgage stress and whether its media reporting is being ...

Silk and Vilgan join govt council

MICHAEL HOBBS  |  THURSDAY, 10 APR 2008
... and QSuper chief executive Rosemary Vilgan to the group. The group is a non-statutory body that brings together representatives from across the financial sector to advise government on policy. Swan said he appointed Silk and Vilgan to highlight the "systemic ...