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Showing 371 - 380 of 433 results for "Financial advisor"

Councils exposed

SUZY MAC  |  THURSDAY, 23 AUG 2007
Almost a year ago, when local councils started developing an appetite for Collateralised Debt Obligations (CDOs) after tasting their higher yields, concerns were raised over their involvement these kind of riskier investments. Now, with many CDOs exposed ...

MFS sells half stake in HFA

HAMISH MADDEN AND CAMERON BOGGS  |  MONDAY, 7 MAY 2007
MFS has continued its frenetic activity of recent months, announcing the sale of half its stake in HFA Holdings as well as the acquisition of another New Zealand advice business. MFS announced to the market late last week the sale of 39 million HFA ...

PIS Beijing office a world first

CHRIS NICHOLLS  |  MONDAY, 23 APR 2007
Australia's largest financial advisory group, Professional Investment Services (PIS), became the first non-Chinese wealth management service in China last week when it opened its new offices in Beijing. The new company, called Bo Jin, will operate in ...

Arnheim Gillard's new advisory service targets HIP managers

CHRIS NICHOLLS  |  MONDAY, 16 APR 2007
Arnheim Gillard has launched a new 'holistic' financial advisory service targeting Australia's growing High Income Professional (HIP) market. The fee-based service aims to provide advice to a younger demographic, characterised by general managers in ...

GESB launches advice division for members

HAMISH MADDEN  |  FRIDAY, 13 APR 2007
Western Australia's $8 billion public sector super fund GESB has launched a new financial advice service for members, with a former Mercer exec to head up the division. Former Mercer HR Consulting executive, Michael Heffernan, will head up the GESB ...

AXA wins Life Insurer of the Year

CHRIS NICHOLLS  |  THURSDAY, 29 MAR 2007
AXA Australia has taken out the Platinum Award for Life Insurance Company of the Year at the inaugural Association of Financial Advisors (AFA) and Plan For Life Life Insurance Company of the Year Product and Service Quality Awards 2006. The award capped ...

ML Private Clients group partners with US community bank

ALEX DUNNIN  |  MONDAY, 19 MAR 2007
Merrill Lynch is partnering with US community bank Carver Bancorp in New York to offer investment products and financial advice directly to residents in Harlem and Brooklyn through the installation of financial booths in bank branches that will be staffed ...

Australian M&A activity surges to record high

ALEX DUNNIN  |  THURSDAY, 15 MAR 2007
Merger and acquisition (M&A) activity in Australia more than doubled last year, surging 125 per cent to $35 billion, while the number of deals jumped only by one-quarter to 490, said Thomson Financial's just released Asia-Pacific M&A Financial Advisory ...

BlackRock gets rolling with Citi

BlackRock Australia scored a coup when they signed up Citigroup to their separately managed accounts (SMA) product, a deal that will make their SMA available to a market of over 100 dealer groups or around 120,000 client accounts at a stroke. It's like ...

Cbus wins Investment Stewardship Award

ALEX DUNNIN  |  MONDAY, 12 MAR 2007
Cbus has won the Melbourne Financial Services Symposium's inaugural Investment Stewardship Award recognising long-term investment achievement by a financial services organisation. To win the award, finalists were evaluated according to financial results ...