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Showing 431 - 440 of 507 results for "Guardian"

Trust company considers outsourcing while MITs drive growth

MATT WOODINGTON  |  TUESDAY, 18 OCT 2011
... forward are going to be challenging so we will be driving for performance and efficiency internally," said Atkin. "Clearly Guardian's been a very good acquisition but we think there's scope to take some costs out and we'll be moving to improve margins ...

Advice boutique gets image shake-up

CLAIRE MCGREAL  |  FRIDAY, 7 OCT 2011
Asteron-aligned dealer group Guardian has shed 'financial planning' from its title in a bid to shake-up the company's brand on its 10th anniversary. Guardian Advice, formerly known as Guardian Financial Planning, said the brand had become "tired" and ...

FOFA fatigue prompts new Guardian offering

ELISE BURGESS  |  MONDAY, 26 SEP 2011
Guardian Financial Planning's 145 advisers now have access to a free paraplanning service for risk Statements of Advice. The new offering comes after Guardian surveyed its advisers and found they are suffering from FOFA fatigue. "We surveyed the advisers ...

Suncorp Life appoints new risk head

MATT WOODINGTON  |  WEDNESDAY, 21 SEP 2011
... Insurance. Suncorp Life's products and services are provided by Asteron and Suncorp and its financial advice brands include Guardian Financial Planning and Cameron Walshe. Suncorp Life has over 1100 employees and services more than 570,000 customers ...

Trust Company benefiting from global flows

MATT WOODINGTON  |  WEDNESDAY, 22 JUN 2011
... opportunity to become the leading trustee in the Asian region. The Trust Company, which last year acquired the New Zealand Guardian Trust Company, has experienced a strong flow of transactional work in its corporate client services business. "It is pleasing ...

Guardian join AFA

ELISE BURGESS  |  THURSDAY, 16 JUN 2011
Suncorp-owned dealer group Guardian Financial Planning has joined the Association of Financial Advisers (AFA) Licensee Partnership Program, adding to its 7,000 adviser base. Guardian has around 150 authorised representatives with more than 130,000 clients ...

Budget tweak to SMSF rules

ALISON BEVEGE  |  THURSDAY, 12 MAY 2011
... anomaly in the laws governing superannuation funds had been fixed. Until now, children were unable to have a parent or guardian act in their place as a corporate trustee in a self-managed fund (SMSF) They could only act as individual trustees. But the ...

Trust Company appoints MD for NZ

ELISE BURGESS  |  THURSDAY, 12 MAY 2011
The Trust Company has made a number of senior appointments since completing its acquisition of the New Zealand Guardian Trust Company, preparing to build a unified management structure. John Botica has assumed the role as managing director of Guardian ...

Trust Company eyes personal touch to build on growth

MATT WOODINGTON  |  WEDNESDAY, 20 APR 2011
... services area. Subdued performance in personal client services and the recent $31.5 million acquisition of the New Zealand Guardian Trust Company, impacted the figures. The Trust Company made $17.7 million in EBITDA for the financial year ending February ...

Guardian expands with former CBA planning head

ELISE BURGESS  |  WEDNESDAY, 20 APR 2011
Guardian Financial Planning has named former Commonwealth Bank (CBA) national head of financial planning as its new business acquisition manager, as part of its strategy for 10 per cent growth per annum over the next three years in its adviser network. ...