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Showing 171 - 180 of 199 results for "IFA"

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 ...

ING Aus buys IFA Securities

COMPANY RELEASE  |  THURSDAY, 15 JAN 2009
... 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 ...

Morrison Carr triples adviser base

RUTH LIEW  |  THURSDAY, 27 NOV 2008
... 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 ...

ARCH buys FPG stake

RUTH LIEW  |  THURSDAY, 23 OCT 2008
... 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 ...