Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 171 - 180 of 221 results for "New Adviser"

Aligned or independent: Advisers must be relevant

MARK STORY  |  WEDNESDAY, 31 OCT 2012
Whether advisers choose to stand-alone or stand-aligned, they're both confronted with developing an advice model that resonates with the disparate needs of clients. That was the overarching sentiment a group of industry practitioners shared with delegates ...

Macquarie Private expands adviser team

MELANIE TIMBRELL  |  MONDAY, 16 JUL 2012
Macquarie Private Wealth has appointed 13 new advisers across six state offices in a drive to expand the national team, drawing strongly on the three-year-old Morgan Stanley Smith Barney network. The Queensland team has received the most significant ...

BT hones tech for advice scale

MELANIE TIMBRELL  |  FRIDAY, 13 JUL 2012
... that," he said. Growing business among high net worth clients was a key motivator behind the launch of the group's new adviser network BT Select, although the investment in technology will no doubt put BT in good stead to capture wealth streams from ...

BT appoints national manager

LINDA HAUSKEN  |  WEDNESDAY, 4 JUL 2012
... Adam McGuren as new national manager for its Licensee Select business. Prior to Licensee Select, McGuren was head of new adviser development at MLC. During his time at MLC he held senior roles in investment platforms, investment research, key accounts ...

A team joins Plan B

LINDA HAUSKEN  |  TUESDAY, 19 JUN 2012
Perth-based dealer group Plan B Wealth Management has appointed two new advisers, in line with its strategy of growth through the attraction of high quality, experienced professionals. Plan B believes that the right way of focusing on clients' best ...

Wilson HTM expands investment team

LINDA HAUSKEN  |  FRIDAY, 8 JUN 2012
Wilson HTM Investment Group has added three new advisers to its Melbourne based investment team. David Permezel has been appointed as a senior institutional adviser. Prior to joining Wilson HTM, he spent four years at E.L. & C Baillieu where he was ...

New advice agreements ensure advisers are FOFA ready

BEN COLLINS  |  MONDAY, 7 MAY 2012
... Campbell, chief executive, RI Advice. "RI [Advice] has spent the last 12 months reviewing the business end-to-end. The new adviser agreements are the key outcome of this review," said Campbell. "These agreements remove all previously conflicted payments ...

ING Direct launches new adviser website

BEN COLLINS  |  MONDAY, 30 APR 2012
ING Direct has launched a website that provides advisers with new access to client information, part of a series of changes to its multi-distribution platform. The site provides client balances, transaction history and interest and tax details. ING ...

Asteron Life launches adviser friendly package

CLAIRE MCGREAL  |  TUESDAY, 21 FEB 2012
... benefits for self-employed professionals and an enhanced quotation system for advisers with an e-applications system and new adviser website. "Advisers have told us that they lead with Income Protection (IP). So we've responded to their needs and made ...

MLC launches new adviser and client websites

CLAIRE MCGREAL  |  MONDAY, 21 NOV 2011
MLC has launched new look websites for its MasterKey, Business Super and MLC Insurance advisers and clients. AdviserOnline lets advisers view key business information such as account balances, a new client search function and My Client Leads, which ...