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Showing 101 - 110 of 113 results for "MCP"

Market Wrap - Midday

AAP  |  THURSDAY, 1 MAY 2008
The Australian stock market was lower at noon, on a day of lower trading volumes, with resource companies leading declines after commodity prices fell overnight. At 1200 AEST, the benchmark S&P/ASX200 index was down 37.4 points, or 0.67 per cent, to ...

Best Advice close to federation

MICHAEL HOBBS  |  MONDAY, 11 FEB 2008
Project East West or the Best Advice Project has closed its books and gearing up to federate in April. The Best Advice group began 10 years ago as an informal group of advisory practices sharing ideas on how to best expand their business and serve clients. ...

IRESS signs Asgard and Asteron

MICHAEL HOBBS  |  WEDNESDAY, 30 JAN 2008
IRESS Market Technology has expanded its service after entering into key partnerships with Asgard Wealth Solutions and Asteron and upgrading its modelling and insurance products. Asgard Wealth Solutions (Asgard) partnered with IRESS Market Technology ...

Zurich advisers log on to IRESS software

CHRIS NICHOLLS  |  FRIDAY, 27 JUL 2007
Zurich Financial Services has become the first Australian life office to launch IRESS' AppCentral electronic life insurance application software across its adviser network. The life-insurance program allows advisers to complete proposals and submit ...

Big plans for Adelaide Managed Funds

WWW.THESHEET.COM  |  TUESDAY, 6 FEB 2007
Adelaide Bank's wealth management division, Adelaide Managed Funds, will enter the structured products market later this month when it begins marketing a product dubbed the Protected Global Opportunities Fund. The new offer will be the second fund launch ...

Adelaide Bank targets growth through wealth management

WWW.THESHEET.COM  |  THURSDAY, 21 SEP 2006
Retiring Adelaide Bank chief executive, Barry Fitzpatrick, said the bank will aim for greater revenue diversification by ramping up the wealth management side of the business. Fitzpatrick's report in the bank's annual report, released yesterday, reveals ...

McPlanning: CBA unveil first one stop shop

The Commonwealth Bank (CBA) last night unveiled a one-stop 'investment shop' that aims to capture the mass financial planning market by offering accessible advice. The investment shop is in Bondi Junction and will soon be followed by four additional ...

ASIC too soft on AFSL applicants: Aud Gen

ASIC has issued Financial Services Licenses (FSLs) in a rush and without properly inspecting applications from a number of financial planners, dealers and insurance brokers, according to a new Auditor-General report. The report by the national Auditor-General ...

Former BT stalwart moves to Mercer

Mercer Global Investments (MGI) Australia has appointed Peter McPhee to the newly created role of head of distribution for MGI in Australia. MGI Australia's head Gary Burke says that when the business was launched in January this year, its focus was ...

Market wrap

AAP  |  FRIDAY, 4 NOV 2005
The Australian share market is expected to continue its recent positive momentum, extending further gains, particularly in the energy sector. With the local market having a strong session yesterday, oil prices rose sharply overnight, suggesting further ...