Search Results | Showing 171 - 180 of 199 results for "IFA" |
| | | ... insurance applications. Since late 2007, the group has acquired the highest market share in the independent financial adviser (IFA) channel, for retail stand alone new business. |
| | | | ... firms. The firm's client portfolio includes retail and private banks, insurance companies, independent financial advisers (IFA), and brokerage firms. OneVue is the result of a merger between APA portfolio services, Pentafin and Direct Portfolio. The ... |
| | | | ... administration, research, technical services, business support, compliance and support services. "Continued support from the IFA market reflects Zenith's capability in providing a tailored research solution to meet the needs of individual practices," ... |
| | | | More people are satisfied with superannuation advice from accountants than from independent financial advisers (IFAs), the latest research from Roy Morgan shows. The firm tracked consumer satisfaction with the financial performance of superannuation ... |
| | | | ... is informed guidance because 'advice' under the Corporations Law has a precise meaning and independent financial advisers (IFA) have to operate under that framework," said Steve Browning, executive manager at Guardian Financial Planning and Cameron Walshe. ... |
| | | | ... packages," said Peatey. However, unlike a newspaper report in the UK that said up to half of the independent financial adviser (IFA) industry would exit the sector following the reforms, Australian financial advisers are better placed to adopt. First ... |
| | | | ... wealth managers in the UK, according to Praemium managing director Arthur Naoumidis. "There's a whole bunch of discretionary IFA players in the UK - and in particular with UBS being pulled out of the discretionary services market, it's left quite a big ... |
| | | | ... Australia continues to be a key player in the consolidation of the financial planning industry when it announced a deal with IFA Securities, a boutique dealer group that manages more than $600 million in funds. Founded in the mid-80s, IFA Securities ... |
| | | | ... business. "It is fair to say when markets were buoyant there was not a focussed consideration to business models and pricing for IFA's, even if the model and pricing were no longer suitable for their advisory business. "However softening markets are ... |
| | | | ... give the group a strengthened capital base. FP Group's strategy involves franchising, mergers and acquisition of like-minded IFA firms in areas where the firm is already established and licensed, including Australia, Hong Kong, India, Indonesia, Japan ... |
|