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Showing 31 - 40 of 58 results for "Asgard Wealth Solutions"

New era in fee disclosure

MICHELLE BALTAZAR  |  TUESDAY, 5 AUG 2008
... Statements of Advice (SoAs) to comply with these new 'conflicts of interest' principles. St.George-owned Asgard Wealth Solutions for example will incorporate the new disclosure rules in their Asgard platform-generated annual investor report this year. ...

Securitor adds BBV to network

MICHAEL HOBBS  |  FRIDAY, 4 JUL 2008
... behalf of clients. Joining the Securitor dealer group means BBV Wealth Management gains access to the Asgard Wealth Solutions platform and the practice management technology tool, AdviserNETgain. In addition, the financial planning practice can now use ...

Asgard enhances SMSF admin

MICHAEL HOBBS  |  TUESDAY, 10 JUN 2008
Asgard Wealth Solutions partnered with smartsuper to improve its self managed super fund (SMSF) administration service to its clients. The agreement allows Asgard to provide a broader administration service for trustees, members and advisers. Previously ...

Zurich creates investment and life account role

MICHAEL HOBBS  |  WEDNESDAY, 21 MAY 2008
... greater focus on the relationship between the firm and its key accounts. Langton previously worked at Asgard Wealth Solutions as NSW regional manager and, prior to that position, worked as national account manager at BT Wrap Services. "Zurich has decided ...

AXA appoints group insurance head

MICHAEL HOBBS  |  WEDNESDAY, 7 MAY 2008
... of Employee Superannuation Sales at ING and national distribution manager of Business Superannuation at Asgard Wealth Solutions. Bergin said AXA needed to maintain its strong position in product, service and relationships in the "intermediated market" ...

Asgard to launch alternatives to cash

MICHAEL HOBBS REPORTING FROM THE CONFERENCE IN NEW ZEALAND  |  THURSDAY, 17 APR 2008
Speaking at the Securitor conference in Auckland, New Zealand, Geoff Lloyd, Asgard Wealth Solutions chief executive said the group is developing new products to help Securitor clients stay fully invested in the market instead of allocating money to ...

Browne & Co joins Securitor

MICHAEL HOBBS  |  TUESDAY, 15 APR 2008
... planning division, BEX, can access the dealer group's business development program, Business Torque and Asgard Wealth Solutions financial planning platform, AdviserNETgain. "Having outsourced our financial planning for a number of years, we decided that ...

Asgard names head of investment sourcing

MICHAEL HOBBS  |  TUESDAY, 8 APR 2008
Asgard Wealth Solutions has promoted Marnie McLaren to head of investment sourcing to develop fund manager relationships across the firm's wealth management division. Prior to joining Asgard Wealth Solutions (Asgard) in 2002, McLaren worked in London ...

Asgard automates data feeds

MICHAEL HOBBS  |  WEDNESDAY, 5 MAR 2008
Asgard Wealth Solutions has adopted External Platform Interface standards that automatically streamline customer data from the Asgard platforms to the desktops of financial planners using VisiPlan. Created by Coin and VisiPlan, External Platform Interface ...

IRESS signs Asgard and Asteron

MICHAEL HOBBS  |  WEDNESDAY, 30 JAN 2008
IRESS Market Technology has expanded its service after entering into key partnerships with Asgard Wealth Solutions and Asteron and upgrading its modelling and insurance products. Asgard Wealth Solutions (Asgard) partnered with IRESS Market Technology ...