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Showing 361 - 370 of 433 results for "Financial advisor"

One in 10 investors are switchers

MICHAEL HOBBS  |  TUESDAY, 27 NOV 2007
One in ten US retirees and pre-retirees are looking to change financial institutions at any one time based on costs or level of service they receive, according to research from Aite Group. US-based research firm Aite Group surveyed 505 people in the ...

ASIC to sue Westpoint

The Australian Securities and Investments Commission (ASIC) is to take legal action against Westpoint, and planner groups that recommended Westpoint products, on behalf of investors who lost a combined $320 million when the property group collapsed ...

Quadrant appoints deputy CEO

MICHAEL HOBBS  |  THURSDAY, 18 OCT 2007
Tasmanian based superannuation provider Quadrant has appointed Graeme Sundstrom to the newly created position of deputy chief executive. Most recently Sundstrom was general manager at Sorell Council where he worked directly with the council's financial ...

Battle for advisers

MICHAEL HOBBS  |  THURSDAY, 4 OCT 2007
After extensive market research, St. George-owned Securitor and the Commonwealth Bank have announced new strategies to strengthen their grip on Australia's burgeoning financial planning industry. The financial advisory dealer arm of Asgard Wealth Solutions ...

Compare the pair campaign is back

ALEX DUNNIN  |  MONDAY, 10 SEP 2007
Consumers can expect a renewed round of industry fund television advertising based on the now firmly established 'Compare the pair' theme. The campaign follows release of several 2006-07 performance surveys that show the normal-1-2 per cent advantage ...

Consultum takes flight

Flight Centre Limited's in-house financial advisory service, MoneyWi$e, has joined national dealer group Consultum Financial Advisers. The MoneyWi$e service, consisting of 15 financial advisers across Australia, is one of travel company Flight Centre's ...

PIS pre-empts NZ adviser surge

CHRIS NICHOLLS  |  WEDNESDAY, 5 SEP 2007
Professional Investment Services New Zealand has announced it will purchase more financial advice and insurance businesses in a possible pre-emptive move to accommodate investors rushing to seek advice after KiwiSaver kicks in. Speaking to delegates ...

Get financial advice on the web

MICHAEL HOBBS  |  MONDAY, 3 SEP 2007
The internet is increasingly becoming a key resource for financial planners who wish to broaden their client base and provide up to date information with the launch of two new websites, RateCity and RatesMate. The two websites are not affiliated but ...

Dixon in three-part expansion push

MICHAEL HOBBS  |  MONDAY, 27 AUG 2007
Dixon Advisory joins the big league after it added 22 advisers with $1.5 billion in funds under advice (FUA) to its network, appointed former Bulletin editor Max Walsh to its investment committee and completed a business re-branding. Former ABN AMRO ...

Labor supports financial services export push

CHRIS NICHOLLS  |  MONDAY, 27 AUG 2007
The Shadow Minister for Trade and Regional Development, Simon Crean, has announced the Labor party's support for the Investment and Financial Services Association (IFSA) May discussion paper on exporting Australia's financial services. Speaking at an ...