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Showing 361 - 370 of 406 results for "Advice for"

Mercer buys Callan Associates

MICHAEL HOBBS  |  WEDNESDAY, 18 FEB 2009
... consulting firms in the US. Based in San Francisco, Callan Associates provides research, education, decision support and advice for institutional investors. The firm has more than 170 employees and four regional offices in Denver, Chicago, Atlanta and ...

ING senior exec moves to Zurich

COMPANY RELEASE  |  TUESDAY, 27 JAN 2009
... particularly life risk insurance, both locally and internationally. Before joining Zurich, he was executive director of ING Advice for four years. Prior to that, he was chief executive officer - Life and Investments of ING Italy (2001-2004). He also ...

Affordable advice: yes we can

RUTH LIEW  |  MONDAY, 24 NOV 2008
... face-to-face interviews and automated transaction systems, Q Invest bears an average $300 for the delivery cost of advice for each client. And according to the Queensland firm, the model is not only working - it's thriving. "Around 80 per cent of our ...

Motivational advice for advisers

FINANCIAL STANDARD IS THE OFFICIAL MEDIA PARTNER OF THE AFA CONFERENCE  |  FRIDAY, 10 OCT 2008
Motivation is hard to come by when the entire world is suffering from a debilitating crisis of confidence, but an upcoming adviser conference will highlight that persistence in the face of adversity pays. The organisers behind next week's Association ...

Farrell chairs MDRT

MEDIA RELEASE  |  FRIDAY, 19 SEP 2008
... on the challenges facing the Australian Financial Services industry, Stuart Farrell said continuity of service and advice for consumers is the industry's greatest challenge as many Baby Boomer advisers will soon transition to retirement. MDRT will play ...

One-size rule does not fit advice

RUTH LIEW  |  THURSDAY, 17 JUL 2008
... "one size fits all" regulatory approach should be reviewed to reduce cost and improve the accessibility of financial advice for consumers, said the Financial Planning Association of Australia. In its submission to the Financial Services Working Group ...

Plum reloads for HNW clients

MICHAEL HOBBS  |  FRIDAY, 11 JUL 2008
... Solutions and Private Wealth. The Momentum Private Wealth division includes 15 financial planners and provides specialist advice for HNW clients, which makes up five per cent of the firm's client base. All Plum financial planners operate on a fee for ...

Fin advice satisfaction down

RUTH LIEW  |  FRIDAY, 13 JUN 2008
... decline in the Index is only due to some pockets of the investor market, namely the over 60's segment and those receiving advice for between 5 and 10 years that have scored their advisers lower in terms of technical quality and trust." Despite the slight ...

SPAA backs specialist audit

MICHAEL HOBBS  |  FRIDAY, 14 MAR 2008
... completed in June this year. "We're in the process at the moment of writing a guidance statement for advisers on compliance advice for SMSF's. It's really a road map of the auditing statements and its intended to lead auditors through those standards," ...

Q Invest targets professionals

RUTH LIEW  |  THURSDAY, 21 FEB 2008
... individual financial plan. The private clients service is a new fee for service business which offers the next level of advice for those who need additional assistance in managing their complex financial affairs," said Q Invest general manager, Bill ...