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Showing 151 - 160 of 168 results for "Advisers for"

Salisbury beats FP recruitment targets

COMPANY RELEASE  |  FRIDAY, 15 MAY 2009
The Salisbury Group is on target to exceed the dealer group's recruitment target of 16 financial advisers for the financial year. The boutique dealer group recruited 15 financial advisers since the beginning of the financial year, four of those since ...

DNR scores AMP mandate

RUTH LIEW  |  FRIDAY, 8 MAY 2009
... investment officer of DNR, said that there's no doubt that the managed accounts market is booming as investors pressure advisers for more transparency about their underlying investments. This drive for more MA services opened the door for DNR to be signed ...

New boutiques, more advisers for NAB

RUTH LIEW  |  MONDAY, 16 MAR 2009
The recently combined wealth unit of National Australia Bank is on the hunt for new boutique fund managers and top quality advisers following last week's merger announcement of MLC, nab private wealth and nabInvest. Steve Tucker, the new head of the ...

Planners rethink succession model

RUTH LIEW  |  TUESDAY, 3 FEB 2009
... undergo massive changes as groups merge and acquire other business as a result of the financial crisis. Genesys Wealth Advisers for instance bought an equity stake in Maitland based financial planning practice, TIME Partners in July last year. Last month ...

ASIC bans former Money Matters adviser

ASIC STATEMENT  |  MONDAY, 1 SEP 2008
... right to appeal against ASIC's decision. To date, the regulator has banned 17 licensed advisers and three unlicensed advisers for recommending Westpoint products to clients.

Hillross board siphons industry expertise

RUTH LIEW  |  MONDAY, 28 JUL 2008
... forum for high level awareness," said John McMurdo, managing director of Hillross. "[They are] a panel of expert advisers for our financial advisers to draw knowledge from, and I expect the board to help improve our processes, tools and training," said ...

Industry funds have mass appeal: Chant West

MICHAEL HOBBS  |  WEDNESDAY, 28 MAY 2008
... research firm Chant West. Ian Fryer, Chant West research manager said a lot of Australians did not seek financial advisers for information and industry and public sector funds provided a good basic option. "Most people around Australia probably don't ...

Avanteos offers defensive options

RUTH LIEW  |  WEDNESDAY, 21 MAY 2008
... market. Steve Thomas, general manager of product and distribution at Avanteos, said there was an increasing call by advisers for a large range of options to cater for individual client needs. Thomas said the options include a range of term deposits across ...

BNY Mellon scores first NZ mandate

RUTH LIEW  |  FRIDAY, 18 JAN 2008
... James Gruver, managing director of BNY Mellon Asset Management Australia, said: "Investors often rely on trusted advisers for advice and guidance in the different asset classes they are looking to invest in - and we were fortunate enough to come up as ...

Real estate commissions better than advisers': REIA

ALEX DUNNIN  |  FRIDAY, 20 OCT 2006
The Real Estate Institute of Australia (REIA) has criticised financial advisers for charging commissions even though they implied real estate agents have very similar fee structures. In their submission to the Parliamentary Inquiry into the Structure ...