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Showing 221 - 230 of 288 results for "Financial Advisory"

St.George launches 360 cash products

MEDIA RELEASE  |  TUESDAY, 10 AUG 2010
... specialists. "We believe that St.George 360 Cash Management Solutions will be well received by the broking and financial advisory community to recommend to their clients," he said. Brokers or advisers will also have access to the bank's dedicated adviser ...

AFAC and APESB launch fresh debate on fiduciary duty

MICHELLE BALTAZAR, MEDIA RELEASES  |  MONDAY, 19 JUL 2010
Major accountant-based financial advisory firms including Count Financial, PIS and Securitor have formed a new alliance in response to draft proposals from the accounting ethical standards board banning its members from charging asset-based fees from ...

BDO Wealth Mgmt signs Instreet

MICHELLE BALTAZAR  |  THURSDAY, 27 MAY 2010
BDO Wealth Management (Vic) joins the throng of financial advisory firms taking more control over their product lineup, enlisting the help of boutique fund Instreet and consultancy firm Terboven in its structured product offering for clients. Under ...

Wilson HTM targets SMSF sector

MICHAEL HOBBS  |  TUESDAY, 25 MAY 2010
Wilson HTM Investment Group's financial advisory arm is targeting the self managed super fund (SMSF) sector to attract more business and assessing opportunities to develop their own financial products. Chris Saunders, who joined Wilson HTM more than ...

New mortgage platform to offer top commissions

ALEX DUNNIN  |  THURSDAY, 20 MAY 2010
... plus the industry's lowest flat-rate fee, said LFBA founder and managing director Julian Mitton. Imagine if a financial advisory group said this. Mitton said, "This is the first time an Australian aggregation model has offered its brokers the potential ...

Savings boost for GenX and GenY

MICHELLE BALTAZAR  |  MONDAY, 3 MAY 2010
... aged 50 and over today because of the 10-year time lag, said Paul Foster, managing director at AddWealth, a financial advisory firm with $300 million in funds under advice. It would, however, transform the lives of many Generation X and Yers with at ...

Shadforth buys SA planning firm

COMPANY RELEASE  |  FRIDAY, 16 APR 2010
... 'Walmsley Halligan'. The Walmsley Halligan move follows the merger and integration of 12 privately-owned fee-based financial advisory firms to form the national Shadforth Financial Group in 2008, and a number of smaller add-on client base purchases undertaken ...

Shadforths appoints QLD general manager

COMPANY RELEASE  |  THURSDAY, 4 MAR 2010
... offerings," said Bedding. "This process has placed us in a unique position to develop as a premier provider of financial advisory services across the country."

Anderson appointed MD of Mercer

COMPANY RELEASE  |  TUESDAY, 23 FEB 2010
... administration and member services for stand-alone corporate and multi employer superannuation plans and private client financial advisory services. McCarthy joined Mercer in the US in August 2009 from ING. She was a member of the founding executive ...

Shadforth eyes direct shares

MICHAEL HOBBS  |  FRIDAY, 27 NOV 2009
... reviewing its broking business in a bid to provide different levels of advice to a wider range of clients. The financial advisory network uses BT Financial's Wrap platform for the majority of its managed fund and investment needs but Tony Fenning, chief ...