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Showing 361 - 370 of 437 results for "Financial advisor"

Getting ethics back on track

RUTH LIEW  |  FRIDAY, 18 APR 2008
Good advice? Check. Good investments? Check. Ethics? Hmmm. A US-based financial advice expert said ethics is the third often overlooked plank of a successful business. Speaking at the Million Dollar Round Table (MDRT) conference in Sydney yesterday ...

PIS names Singapore head

MICHAEL HOBBS  |  TUESDAY, 12 FEB 2008
Financial advisory giant, Professional Investment Services (PIS), has appointed Ian Frost as chief executive of the firm's Singapore subsidiary. Frost has more 20 years experience in financial services and retail distribution holding roles at AXA Life ...

AXA's succession solutions

MICHAEL HOBBS  |  FRIDAY, 8 FEB 2008
Financial advisors looking to sell their business must ensure it's operating successfully because inefficient practices risk being sold at almost 20 per cent below the industry average, an AXA report found. The 2008 AXA Succession Report was published ...

Asteron selects Olicc

MICHAEL HOBBS  |  FRIDAY, 7 DEC 2007
Asteron has partnered with Olicc Technologies to provide an insurance application tracking system that could potentially reduce overhead costs for financial planners. The partnership means planners are able to follow Asteron Lifeguard applications for ...

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 ...