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Showing 181 - 190 of 204 results for "Adviser Network"

DMS' Adviser Online rolled out across Matrix

HAMISH MADDEN  |  FRIDAY, 9 MAR 2007
Dealer Management System's (DMS) Adviser Online tool has been rolled out to the Matrix Planning Solutions adviser network, the second group in a month to implement the technology after RetireInvest also opted for the DMS solution. Matrix implemented ...

Mulligan to lead PIS multi-manager business

ALEX DUNNIN  |  THURSDAY, 23 NOV 2006
... "It's an assembling role where we will bring unique boutiques to the retail market through Australia's largest adviser network." Grahame Evans, managing director of PIS, said, "This provides our advisers with an opportunity to access unique offerings ...

Ord Minnett adds to private client team

HAMISH MADDEN  |  TUESDAY, 7 NOV 2006
... Both Andrew and Tony are well regarded professionals and are welcome additions to our 180 strong Private Client Adviser network," Morris said.

Aviva snaps up Infocus stake

KATE HAGE  |  THURSDAY, 19 OCT 2006
... stable. Aviva's chief executive officer, Allan Griffiths, said the deal adds another piece to their increasing adviser network, which includes Professional Investment Services and Financial Technology Securities. "At Aviva our relationship with financial ...

UBS builds adviser network through education

Wealth manager UBS responds to the growing need for more wealth managers and advisers in Asia by setting up a campus in Singapore that will provide financial training to existing employees and would-be advisers. The group will open the 'wealth management ...

ING launches new tool for employer super advisers

KATE HAGE  |  TUESDAY, 27 JUN 2006
ING has launched a tool to help its national adviser network grow their employer super business, which they tip to swell following the advent of super choice and the recent Federal Budget reforms. The tool is a business consulting, servicing and marketing ...

Lonsdale launches into SMAs with Direct Portfolio

HAMISH MADDEN  |  TUESDAY, 6 JUN 2006
... is partnering with Direct Portfolio Services to roll-out separately managed account (SMA) capabilities to its adviser network. Lonsdale has decided to implement Direct Portfolio Services' ShareInvest SMA product, saying an SMA solution was timely and ...

Praemium expands sales team

HAMISH MADDEN  |  WEDNESDAY, 31 MAY 2006
Portfolio administration provider Praemium Limited, recently listed on the Australian Stock Exchange, has announced two key sales appointments as it goes about expanding its business. James Maramis has been appointed as institutional sales manager and ...

Fees are going up, but it wasn't meant to be

ALEX DUNNIN  |  TUESDAY, 9 MAY 2006
Market pressure due to super choice was meant to drive down fees. But fees are going up. Why? The answer is primarily due to the impact of the ASIC fee template. Yes, it's the government's fault. Not because compliance costs have added to super fund ...

ABN Amro management service hits $3b

... easier." MPS manages the funds of existing clients as well as external clients and bases the service through an adviser network, which includes their own and affiliated advisers as well as independent advisers. Ruddy added that MPS puts the investment ...