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Showing 331 - 340 of 401 results for "Advice for"

Synchron taps online advice for growth

ELISE BURGESS  |  TUESDAY, 18 JAN 2011
Hot on the tail of its successful iPad-based financial planning conference, dealer group Synchron inks a growth strategy underpinned by the 'category killer'. The group, which currently has 176 advisers, plans to have 280 advisers by the end of 2013. ...

UniSuper expands advice as member demand rises

ELISE BURGESS  |  WEDNESDAY, 8 DEC 2010
... UniSuper Advice, launched last December, has provided financial plans to more than 700 UniSuper members and general advice for thousands of members through its general and personal advice programs. The service is available in most capital cities, and ...

MLC says no to PIH stake

RUTH LIEW  |  THURSDAY, 30 SEP 2010
... planners, with 7.2 per cent market share and 1,354 advisers. It is also the fifth largest adviser group by funds under advice for the same period, with more than $19 billion in FUA.

ASFA principles recommend super industry changes

ELISE BURGESS  |  TUESDAY, 7 SEP 2010
... "catch up" contributions are allowed. The report also recommended incentives should be provided to seek out financial advice for retirement planning. The principles report comes at a time when superannuation as an industry came under a series of reviews. ...

Mercer wins Media Super mandate

COMPANY RELEASE  |  MONDAY, 5 JUL 2010
... would be an ideal partner to help utilise the scale of the recently merged fund. This included phone based financial advice for members and improved online facilities, especially e-commerce. "Just as importantly, the Media Super Trustee Board felt Mercer ...

Super funds lead advice charge

COMPANY RELEASE  |  TUESDAY, 8 JUN 2010
... to adopt. "The super funds have been forced to look at alternatives in order to provide reasonably priced, quality advice for many thousands of members. "They now pose a competitive threat to a portion of financial planners' client bases, by offering ...

Commission on risk products should continue: FPA

COMPANY RELEASE  |  WEDNESDAY, 17 MAR 2010
... said the FPA considered the barriers to changing risk products to a fee-for-service basis and felt that the cost of advice for life insurance would be too high for many consumers, resulting in further under-insurance. "Until we are able to deduct the ...

OAMPS hires former AXA manager

COMPANY RELEASE  |  THURSDAY, 25 FEB 2010
... new sales and recruited 180 financial advisers. The insurance broking firm wants to grow its product suite in life advice for its 120,000 clients. "[Meysztowicz] will be focused on delivering a market leading licensee offering for advisers who specialise ...

More funds adopt intra-fund advice

RUTH LIEW  |  FRIDAY, 5 FEB 2010
... advice arena. Plum Financial Services is currently working on a "graduated advice model" that incorporates intra-fund advice for members. The new service will be rolled out in the next two months, said Dave Woodall, general manager, client and member ...

Sentry selects van Eyk

COMPANY RELEASE  |  MONDAY, 18 JAN 2010
... encompass 330 financial advisers, access to iRate, van Eyk's investment research portal, as well as investment consulting advice for model portfolio creation. Each individual financial planning practice firm in the Sentry Group gets access to irate. ...