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Showing 311 - 320 of 437 results for "Financial advisor"

Rainmaker unveils 2010 award nominees

ELISE BURGESS  |  MONDAY, 16 AUG 2010
The 16th Rainmaker Marketing Symposium is to be held within weeks and will see the gathering of leading minds across the financial industry, and will feature an awards night to recognise the best in financial services marketing. Professionals from all ...

St.George launches 360 cash products

MEDIA RELEASE  |  TUESDAY, 10 AUG 2010
St.George is targeting financial advisers and broking firms looking for cash management vehicles with the launch of its 360 cash products. The new products, called the St.George 360 Cash Management Solution, are tailored for stockbroking firms and planners ...

IOOF agrees to buy North

ALEX DUNNIN  |  MONDAY, 9 AUG 2010
IOOF has announced that provided NAB acquires AXA Asia Pacific it will buy the AXA North platform, potentially removing a major stumbling block holding back the NAB-AXA merger. The focus on the North platform is because the competition regulator, the ...

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
The heat may be on financial advisers to remove incentive payments and prove they are acting in the best interests of their clients, but for mortgage brokers untouched by these reforms it's business as usual. Licensed Finance Brokers of Australia (LFBA) ...

Investors get more from Westpoint settlement

ASIC RELEASE  |  WEDNESDAY, 19 MAY 2010
Investors affected by the Westpoint collapse have scored another win after ASIC reached an agreement to settle its actions against Glenhurst Corporation and its insurer, QBE Insurance (Australia), for $2.5 million. The settlement is subject to the approval ...

Savings boost for GenX and GenY

MICHELLE BALTAZAR  |  MONDAY, 3 MAY 2010
The government's proposed reforms to compulsory super give financial planners more reason to look after their next generation of clients. The recommended SG lift from 9 per cent to 12 per cent by 2019/20 will, unfortunately, mean little for those who ...

Shadforth buys SA planning firm

COMPANY RELEASE  |  FRIDAY, 16 APR 2010
Shadforth Financial Group has bought South Australian-based financial planning practice, Walmsley Halligan & Co and its parent company, 'Walmsley Halligan'. The Walmsley Halligan move follows the merger and integration of 12 privately-owned fee-based ...