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Showing 381 - 390 of 437 results for "Financial advisor"

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 ...

Asset Super launches into advice

ALEX DUNNIN  |  MONDAY, 18 DEC 2006
Asset Super is to offer its members access to low cost single-issue financial planning through Money Solutions. The planning service will be call centre based and Asset Super members who phone the fund's call centre will be transferred to Money Solutions ...

Pentacle expands distribution through planning groups

HAMISH MADDEN  |  TUESDAY, 12 DEC 2006
Pentacle Property Funds Management has entered into strategic partnerships with a suite of financial planning groups in a move towards widening distribution for Pentacle products. Pentacle announced it had entered into agreements with a range of groups ...

S&P signs up IOOF for planner distribution deal

ALEX DUNNIN  |  MONDAY, 11 DEC 2006
Standard & Poor's Fund Services has partnered with IOOF to provide fund ratings and research to IOOF and its affiliated planner group Consultum Financial Advisors. S&P said more than 60 adviser groups have direct access to their ratings and research ...

AAA and Questus marching to the same drum

HAMISH MADDEN  |  FRIDAY, 8 DEC 2006
Adelaide based AAA Financial Group and Western Australian based Questus Capital have entered into a strategic partnership to streamline back office and support functions and establish one of the country's largest non-aligned planner networks. The strategic ...

Super funds need to educate members: Quadrant

HAMISH MADDEN  |  TUESDAY, 28 NOV 2006
Tasmanian super fund Quadrant said super funds need to start putting "something back into the community" by taking responsibility for the financial education of their members. Quadrant chief executive officer, Wayne Davy, said super funds should assume ...

Real estate commissions better than advisers': REIA

ALEX DUNNIN  |  FRIDAY, 20 OCT 2006
... the Structure and Operation of the Superannuation Industry, REIA said, "There is a strong incentive for the financial advisor to recommend products attracting the highest rate of commission, rather than those necessarily offering the best possible rate ...