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Showing 481 - 490 of 616 results for "Cater"

PIS awards top risk adviser

MICHAEL HOBBS  |  THURSDAY, 30 APR 2009
... relationships I have with my clients and my referrers," he said. His strategy involves providing a range of insurance services to cater any possible client situation. "I do a bit of mentoring for other advisers and I tell them that I personally don't ...

Wealth Within joins IMA race

COMPANY RELEASE  |  TUESDAY, 21 APR 2009
... for their clients," he added. The new service, called the Direct Equity Managed Account Service, will enable brokers to cater for more than 100 clients, exceeding the limit of clients that they can traditionally provide personalised service to. "In the ...

BT revamps wrap for equities

RUTH LIEW  |  THURSDAY, 12 MAR 2009
BT Financial Group is heeding its advisers' calls for more efficient equities trading and recently unveiled a three-year program to rework the BT Wrap platform. The three year program, which begins next Monday, will include the introduction of bulk ...

AMPFP turn to IT to boost productivity

MICHELLE BALTAZAR  |  FRIDAY, 6 MAR 2009
AMP Financial Planning (AMPFP), one of the largest planning groups in the country, is poised to attract more planners to its fold after plans to roll out a new IT system and the introduction of more consumer-friendly advice documents. Michael Guggenheimer ...

AUSCOAL overhauls insurance

RUTH LIEW  |  FRIDAY, 27 FEB 2009
The $4.9 billion super fund for the mining industry AUSCOAL Super has restructured its insurance to offer members scaleable, age-based cover. According to Bruce Watson, chief executive of AUSCOAL, the new default arrangement means the fund has moved ...

Corporate super adjusts to crisis

MICHELLE BALTAZAR, MICHAEL HOBBS  |  FRIDAY, 6 FEB 2009
Corporate master trusts are going back to the negotiating table to cater for clients that have suffered large-scale redundancies due to the market downturn. Greg Healy, AMP's director of corporate superannuation, said that there have been cases where ...

Syncsoft expands team after Superpartners deal

RUTH LIEW  |  WEDNESDAY, 14 JAN 2009
Tech company Syncsoft is expanding its team with nine new staff following last year's major contract win with Superpartners. Syncsoft recently finalised an agreement with Superpartners to replace eight software systems with CapitalX. Riding on the back ...

Term deposit with a twist

MICHELLE BALTAZAR  |  MONDAY, 24 NOV 2008
Macquarie Funds Management hopes to cater to investors in two minds about the stockmarket through a structured product that is 90 per cent in term deposits and 10 per cent invested in Australian shares. Macquarie Funds' head of structure product Irene ...

Planners to behave like CFOs

MICHAEL HOBBS  |  WEDNESDAY, 19 NOV 2008
... they act as a chief financial officer (CFO) for clients, managing relationships with other wealth management experts to cater to all the client's needs. Martin Mulcare, Strategic Consulting and Training (SCAT) consultant, said planners should move away ...

FTSE opens environment indices

MICHAEL HOBBS  |  WEDNESDAY, 19 NOV 2008
FTSE Group added nine more indices to its Environmental Opportunities Index Series to cater for investors seeking exposure to water, alternative energy and waste management companies. The nine indices include the FTSE EO 100 Index, Water Technology ...