Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 341 - 350 of 541 results for "Marketplace"

2013 Financial Standard Sales & Marketing Forum

STAFF WRITER  |  WEDNESDAY, 17 APR 2013
... Forum, where leading financial services and marketing leaders will share their views on succeeding in the changing marketplace. A host of expert speakers will share their thoughts on both retail (Day 1) and institutional (Day 2) sales and marketing best ...

Gearing strategies not just for retirees

MARK SMITH  |  MONDAY, 8 APR 2013
... services to retail investors. "It's important to understand the services offered by the various margin lenders in the marketplace," McKay said. "You want to be sure that the margin lender gives you and your adviser the tools and support necessary to ...

Instreet happy with growth at 5-year milestone

MARK SMITH  |  TUESDAY, 26 MAR 2013
... are effectively doing is acting as a conduit between them and institutions, and this has set us apart in a crowded marketplace." Having grown through one of the most tumultuous periods for investment markets, Lucas says he is pretty positive about the ...

ClearView appoints heads of direct and advice

LAURA MILLAN  |  TUESDAY, 5 MAR 2013
... deep knowledge of the advice business and strong product knowledge will further strengthen the ClearView offer in the marketplace," Swanson said. ClearView also appointed Jason Jones as national sales manager in Wealth, Kellie Byrne as business development ...

Draft regulation released for Accountant Exemption

BEN COLLINS  |  THURSDAY, 29 NOV 2012
... lift levels of financial literacy across the community and will boost the availability of high quality advice in the marketplace," said CPA Australia head of business and investment Policy, Paul Drum.

Some retail fund members pay double for insurance: AIST

BEN COLLINS  |  WEDNESDAY, 14 NOV 2012
... best interests if a retail super fund is prevented from sourcing the best insurance deal in an open and competitive marketplace," she said. "While everyone's insurance needs are different, consumers need to be mindful that paying too much for their insurance ...

Airlie selects RBC as custodian

MARK SMITH  |  MONDAY, 15 OCT 2012
... for Airlie's immediate needs and we look forward to working with them as their fund gains traction in the Australian marketplace."

Key local appointment for Robeco

STAFF JOURNALIST  |  TUESDAY, 9 OCT 2012
... Investment Specialist at Zurich Investments Australia. He has extensive experience in the wholesale and institutional marketplace. Penprase holds a bachelor's degree in Business, Finance, Accounting and Law from the University of Technology, Sydney. ...

GBST Composer suite FoFA ready

LINDA HAUSKEN  |  FRIDAY, 7 SEP 2012
... such as FoFA, represents both a challenge and an opportunity in the highly competitive Australian financial services marketplace. Nick Frolich, executive manager of Wealth Management at GBST said to be FoFA compliant will be a challenge for every player ...

Wealthtrac revises structure for independent market

MELANIE TIMBRELL  |  FRIDAY, 31 AUG 2012
... for IDPS," Johnson said. Wealthtrac has stated that this makes them the lowest capped traditional platform in the marketplace, although the fee structure minimum appears to cater for higher account balances. The revised adviser service fees within Wealthtrac's ...