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Showing 1191 - 1200 of 1541 results for "Connect"

SMILEYS 2014 deadline looms

STAFF WRITERS  |  TUESDAY, 22 OCT 2013
... scholarship aims to recognise financial advisers who actively use social media tools to improve their business practices, and connect with their clients. To be eligible for consideration, we must receive your submission by 27 October. The criteria are ...

Jenny Brown named AFA Adviser of the Year

MARK SMITH  |  WEDNESDAY, 16 OCT 2013
Jenny Brown from JBS Financial Strategists has taken home the Association of Financial Advisers' most prestigious accolade - the AFA Adviser of the Year Award. The Award recognises advisers who demonstrate outstanding leadership, advocacy and innovation. ...

Tailor advice to each generation: research

LAURA MILLAN  |  TUESDAY, 15 OCT 2013
... of channels. "All generations want personal email communication to varying degrees but they also want their advisers to connect with them in other ways, including face-to-face," she said. The paper also shows that digital communication is a key driver ...

Market Wrap

AAP  |  FRIDAY, 11 OCT 2013
The Australian share market is making strong gains on signs in the US of progress in negotiations to raise the country's debt ceiling. Republicans have held talks with President Barack Obama, enough to send global markets higher, even though the talks ...

BT to double time advisers spend with clients

LAURA MILLAN  |  THURSDAY, 10 OCT 2013
... with their clients. BT head of Practice Management Wes Hall told Financial Standard that the program "will help advisers connect with their clients in a different way." The Westpac-owned group has started by supporting financial planners with technology ...

Select AM strengthens partnership with MGD Wealth

LAURA MILLAN  |  WEDNESDAY, 25 SEP 2013
... portfolio from Select Asset Management, further strengthening the companies' partnership. MGD Wealth has added Select AM's LDI Connect 20 Portfolio to its investment options. The new portfolio aims at providing cash reserves to meet investors' longer ...

Accountant gets 6 years jail for promoting tax avoidance scheme

MARK SMITH  |  TUESDAY, 24 SEP 2013
A Gold Coast accountant has been sentenced to 6 years jail for promoting a tax avoidance scheme to clients after the case was successfully brought forward by Project Wickenby, a cross-agency Government taskforce fighting against tax evasion, avoidance ...

BNP Paribas completes Nikko AM custody transfer

MARK SMITH  |  FRIDAY, 13 SEP 2013

Kenyon Partners renames to Connect Financial

LAURA MILLAN  |  MONDAY, 2 SEP 2013
Kenyon Partners has changed its name to Connect Financial Service Brokers in a move to better reflect the company's role after a change of ownership. Vinvest Investments purchased Kenyon Partners in 2012. The company was originally founded by Alan Kenyon ...

Prime Value AM gets SIV approval

MARK SMITH  |  THURSDAY, 22 AUG 2013
Boutique Australian equities manager, Prime Value Asset Management, has become the latest fund house to cater for the foreign investors looking to gain residency in Australia via the Significant Investor Visa (SIV) program. Its flagship Prime Value ...