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Showing 271 - 280 of 294 results for "Advice services"

New fin planning chief at UniSuper

RUTH LIEW  |  MONDAY, 20 APR 2009
The $21 billion UniSuper has appointed former BT head of advice services, Chris Davies, to the new role of executive manager, financial planning. The appointment follows UniSuper's decision to launch its full service financial planning arm in late 2009. ...

Fee-for-service cuts planner revenue

ALEX DUNNIN  |  FRIDAY, 17 APR 2009
... their ongoing revenue. Transitioning business models however promotes more discussions with clients about what advice services are being delivered and what the associated costs are, said Sue Viskovic, founder of Elixir. "Clients are naturally more fee-sensitive ...

Big Sky to aid BHP staff

MICHAEL HOBBS  |  WEDNESDAY, 28 JAN 2009
... educational and general advice material for free. "We are working through a process to assist and provide education and advice services to any of the people that may be affected by the changes that are happening," he said. This action follows news reports ...

Sunsuper rewrites industry fund model

MICHAEL HOBBS  |  THURSDAY, 18 SEP 2008
... fresh template for industry super funds - one that moves towards providing high-tech and more customised low-cost advice services to members. Speaking at the Association Superannuation Funds of Australia (ASFA) event yesterday, Lally said the challenge ...

Asset signs on IFFP

RUTH LIEW  |  MONDAY, 16 JUN 2008
... superannuation fund previously used financial planning firms Money Solutions and Centric Wealth for its seminars and advice services, but the new arrangement will see IFFP take the reigns in providing a full financial planning services to its members. ...

Sunsuper teams with Mercer

ALEX DUNNIN  |  THURSDAY, 5 JUN 2008
... team within Mercer's investment consulting business that provides a range of investment operations and custody advice services. Sunsuper is AAA rated by SelectingSuper and their default investment choice is currently ranked in the top 30 super funds ...

Spiers heads BT advice business

RUTH LIEW  |  TUESDAY, 20 MAY 2008
... business is responsible for over $20 billion of clients' funds and brings together the Westpac Financial Planning and Advice Services teams, and Magnitude Financial Planning, which has grown to a network of over 15 practices and 30 advisers since launching ...

Trust on track after revamp

... restructure in February where we were focusing on our effort on providing more administration type services, not just advice services. "There was a mismatch. A lot of our clients were looking for less advice and more administration so we spend a good ...

Russell combines retail and insto

MICHAEL HOBBS  |  TUESDAY, 26 FEB 2008
... is constantly evolving and today we find a growing number of our institutional clients are looking to provide advice services to their individual members, while our adviser clients are seeking to access Russell's institutional investment consulting services," ...

Super advice for $199

MICHAEL HOBBS  |  TUESDAY, 15 JAN 2008
... Australia, we're also addressing the needs of those in regional and remote areas, who have struggled to access advice services that have traditionally been located in metropolitan areas." In a statement, Westpac said the $199 fee is only available for ...