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Showing 271 - 280 of 433 results for "Financial advisor"

Star hire strengthens IOOF adviser drive

ALISON BEVEGE  |  WEDNESDAY, 3 AUG 2011
... the independent financial advisory market. "We saw it as an opportunity to get someone with some independent financial advisor experience and some valuable experience from our competitors being MLC and Aviva," he said. Mota said the move would give IOOF ...

Australia ahead of pack in IT wealth spend

MATT WOODINGTON  |  FRIDAY, 22 JUL 2011
The wealth management industry in Australia and the Asia Pacific is set to outpace the rest of the world in IT investment over the next four years as the need for enhanced internet services and compliance technology fuels spending. According to technology ...

No alarms as Bell profits fall

MATT WOODINGTON  |  THURSDAY, 21 JUL 2011
Bell Financial Group attributed a 24% dip in after tax net profit to one-off non-cash losses associated with the disposal of options held within subsidiary Southern Cross Equities. Bell reported unaudited net profit after tax of $6.3 million for the ...

Class Super adds actuarial SMSF service

MATT WOODINGTON  |  MONDAY, 18 JUL 2011
Self managed super fund administration provider Class Super is using cloud computing to offer automated actuarial certificate data transfers for SMSF clients. Class Super, developed by Class Financial Systems, said it will provide real time access to ...

Bendigo Wealth expands, restructures with seven senior appointments

ALISON BEVEGE  |  FRIDAY, 24 JUN 2011
Bendigo Wealth has restructured to prepare for the future of financial advice reforms with a raft of new appointments and new products on the way. The wealth management arm of the Bendigo and Adelaide Bank, officially launched in April, has taken a ...

Trust Company benefiting from global flows

MATT WOODINGTON  |  WEDNESDAY, 22 JUN 2011
The Trust Company is increasing its footprint as a trustee in Asia, winning new bond mandates while also seeing inbound investment flows from Canada and Europe. Talking at the company's 2011 annual general meeting, chairman Bruce Corlett said the Trust ...

Paragem secures new planning licensee

MATT WOODINGTON  |  MONDAY, 20 JUN 2011
Boutique financial advisory practice PWK Private Wealth Advisers has joined the Paragem Wholesale Australian Financial Services Licence (AFSL), taking the dealer group's total assets under advice to $1.3 billion. Paragem now has 13 practices under its ...

AMP wins $113m new mandate

ALISON BEVEGE  |  FRIDAY, 17 JUN 2011
AMP Capital Investors has won a $113 million superannuation mandate from industry fund Energy Industries Superannuation Scheme. The new charter was apportioned in the March quarter according to Rainmaker Research. Energy Industries, a public sector ...

HLB Mann Judd acquires Howard fin planners

RACHEL DAVIS  |  MONDAY, 6 JUN 2011
Accounting and financial advisory firm, HLB Mann Judd (SA) has acquired boutique firm Howard Financial Planners to expand its Wealth Management Division. The expanded Wealth Management Division is now one of the largest AXA Financial Planning practices ...

Planning firm invests in property to widen appeal

MATT WOODINGTON  |  THURSDAY, 2 JUN 2011
Financial planning firm Wealth Management Partners plans to tap into the growth in SMSF property investment by agreeing a deal with new property advisory service REaffirm. WA based Wealth Management Partners's investment will enable it to integrate ...