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Showing 111 - 120 of 147 results for "Advisers for"

MLC: Seniors more engaged online

BEN COLLINS  |  FRIDAY, 27 APR 2012
... same research. MLC has experienced a 24% year-on-year increase in the number of online applications being made by advisers for their customers.

Estate planning specialist joins Equity Trustees

RACHEL DAVIS  |  WEDNESDAY, 11 APR 2012
... enhance the estate planning services at EQT at a time when there is an increasing demand from clients of financial advisers for sophisticated and tailored plans. "As babyboomers reach retirement age, there is an increasing number of people recognising ...

Attitude overhaul needed: Perpetual

ELISE BURGESS  |  FRIDAY, 2 MAR 2012
... capitulation trend he fears will start to unfold over the next few months. "This is where investors who have been with their advisers for the past few years, who have been told repeatedly to hang in there, they have had the same meeting every year, hearing ...

Investors at risk of disengaging from advice

RACHEL DAVIS  |  THURSDAY, 17 NOV 2011
... found that longer-standing clients have more favourable perceptions of advisers. "For those who have been with their advisers for more than five years, there were improvements in perceptions of trust and reliability, performance and most notably technical ...

Clime gains three-star rating for Aus equities fund

ALISON BEVEGE  |  FRIDAY, 19 AUG 2011
... three-star maiden rating for its Clime Australian Value Fund from Standard & Poor's, putting it on the radar for financial advisers for the first time. Darren Katz, head of distribution at Clime, said the Australian equities fund had returned 12.90% ...

State winners named in AFA excellence awards

ELISE BURGESS  |  MONDAY, 1 AUG 2011
... Taggart Nominees for NSW, Kyle Thompson, financial planner, AON for QLD, Shaun Hunt, financial planner, Genesys Wealth Advisers for SA, Matthew Hawkins, financial planner, Financial Services Partners for Tasmania, Finn Kelly, practice owner, Synchron ...

Tower upgrades quoting systems

ELISE BURGESS  |  WEDNESDAY, 20 JUL 2011
... trade income protection terms. Brett Clark, chief executive of Retail Life, Tower, said the insurer spoke to risk advisers for feedback on what upgrades were necessary in today's insurance market for a streamlined new business process. As a result, the ...

Big six use advisers for sales while clients confused on independence

ALISON BEVEGE  |  THURSDAY, 14 JUL 2011
Financial advisers aligned to major wealth-management firms are continuing to direct the majority of the funds they establish to their parent fund manager, a study released today by Roy Morgan Research has found. The Superannuation and Wealth Management ...

Bravura wins Russell retail deal

MATT WOODINGTON  |  MONDAY, 4 JUL 2011
... has chosen Bravura Solutions's Sonata administration platform to deliver investment and policy administration to advisers for its retail products. Bravura, an existing client of Russell's, won a five year contract for Sonata, a platform that covers life ...

New judge for AFA Adviser of the Year award

ELISE BURGESS  |  WEDNESDAY, 25 MAY 2011
... Group, Peter Sobels of Riskinfo and Philip Kewin and Marc Fabris from Zurich. Financial planning groups can nominate advisers for the award online at the AFA website until 31 July this year.

Editor's Choice

Australian Retirement Trust people chief to depart

ELIZABETH FRY
Australian Retirement Trust has confirmed the departure of chief people officer Helen Jackson, who will leave at the end of the financial year.

SSGA loses $2.4bn in two months

KARREN VERGARA
State Street Global Advisors (SSGA) suffered $2.4 billion in net outflows over the last two months of 2023, the majority of which hit its Australian and international equities products.

AFCA seeks industry feedback on approaches

ELIZA BAVIN
The financial complaints authority is asking the industry for feedback on how it approaches issues and reaches decisions.

Apex, ACA partner to broaden client services

ANDREW MCKEAN
Apex Group and ACA Group have formed a partnership to offer their clients a wider range of services.

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