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Showing 251 - 260 of 294 results for "Advice services"

RI Advice partners with Tas bank

ELISE BURGESS  |  MONDAY, 9 MAY 2011
... service. The RI Advice firm said it will focus on complementing the existing client offer by B&E while introducing advice services. "This alliance is a great way for us to attract potential clients and has already enabled us to expand our client base ...

MLC appoints dream team in tech services

RUTH LIEW  |  THURSDAY, 23 SEP 2010
... particularly for phone and email support, as well as face to face presentations," said Raelene Seales, general manager of advice services at MLC. Dale is responsible for leading a combined team of 15 personnel from MLC, ThreeSixty and Aviva technical ...

Intra-fund advice takes off

ISN RELEASE  |  WEDNESDAY, 15 SEP 2010
... statement. AvSuper, Plum, LUCRF Super and HESTA, are among funds which already offer or about to offer the expanded advice services to members, including intra-fund advice.

Advice goes direct to retail shopfronts

... being out in seminars, and then we follow up from those people who are attending. Certainly a lot of our financial advice services these days is done over the phone, and supplementing some of the tools on the web so people can be more prepared," he said. ...

School staff take up super advice: NGS Super

MICHELLE BALTAZAR  |  THURSDAY, 1 JUL 2010
Teachers are practicing what they preach, taking up the free financial advice services offered by NGS Super at an unprecedented rate in the last six months - proof that not everyone's indifferent about their retirement savings. In May last year, NGS ...

Count expands lending

MICHAEL HOBBS  |  FRIDAY, 18 JUN 2010
... and managing director at Count, said given the group's practices are primarily accounting firms with financial advice services, it's natural for those practices to expand into lending. Count's finconnect business already has a $3.8 billion lending book ...

AvSuper unveils intra-fund advice service

RUTH LIEW  |  WEDNESDAY, 16 JUN 2010
... access to financial advice through its existing partnership with Outlook Financial Solutions. Members seeking full advice services following the introduction of intra-fund advice will still be referred to Outlook Financial Solutions. The fund is not ...

Intra-fund advice to affect 20 per cent of planning revenues

COMPANY RELEASE  |  TUESDAY, 20 APR 2010
Advisers risk losing one in five of their clients if demand for intra-fund advice services become mainstream - but transactional advice could be the key to ensure advisers maintain an edge in the market. Cameron O'Sullivan, a financial adviser and director ...

Shadforth buys SA planning firm

COMPANY RELEASE  |  FRIDAY, 16 APR 2010
... $160 million. The business will operate under the Shadforth Financial Group brand providing holistic financial advice services. Commenting on the move, Shadforth Group Head Tony Fenning, said "Walmsley Halligan is one of a number of very selective add-ons ...

Investors get $250m compensation for crook advice

FSA RELEASE  |  TUESDAY, 13 APR 2010
... result of pension switching work. Digging deeper into the issue, the FSA found advisers were offering "portfolio advice services" where the additional costs were not justified for a particular customer. Some advisers were also found to disregard research ...