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Showing 171 - 180 of 202 results for "IFA"

Instreet launches Link ARC

COMPANY RELEASE  |  THURSDAY, 5 NOV 2009
Boutique fund manager Instreet taps into investor demand for more exposure into the commodities sector with a new structured product called Link ARC (Absolute Returns from Commodities). This is the fourth product from Instreet's Link series, which has ...

Tower taps UK trends to upgrade insurance

RUTH LIEW  |  THURSDAY, 22 OCT 2009
... the choice for online or paper-based processes for advisers - upgrades underpinned by research and technology from latest IFA and insurance trends from overseas, particularly the UK. In a presentation this morning to advisers, Brett Yardley, head of ...

Praemium signs on Succession

COMPANY RELEASE  |  FRIDAY, 25 SEP 2009
... wealth management business, providing fund management, financial services consolidation and capital creation for professional IFA firms in the UK. The firm specialises in helping IFA businesses prepare for the forthcoming new regulation and realise their ...

Aviva launches insurance 'mylink'

MICHELLE BALTAZAR  |  FRIDAY, 25 SEP 2009
... 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.

OneVue buys 50pc of WealthCraft

RUTH LIEW  |  THURSDAY, 17 SEP 2009
... 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 ...

Planwealth selects Zenith for research

COMPANY RELEASE  |  FRIDAY, 11 SEP 2009
... 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," ...

High expectations, low satisfaction on super advice

ROY MORGAN RELEASE  |  TUESDAY, 1 SEP 2009
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 ...

Intra-fund advice relief opens super funds to lawsuits

MICHELLE BALTAZAR  |  TUESDAY, 4 AUG 2009
... 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. ...

The quest for independent advice

MICHELLE BALTAZAR  |  FRIDAY, 26 JUN 2009
... 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 ...

Praemium teams up with BNP Paribas

RUTH LIEW  |  WEDNESDAY, 11 MAR 2009
... 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 ...