Search Results | Showing 31 - 40 of 81 results for %22Boutique Financial Planners%22 |
| | | ... Bank and Westpac executive Steve Watts has been appointed to the newly created chief executive role at Queensland advice boutique MQ Financial Services. MQ operates under the Magnitude Dealer Group license, which is part of BT Financial Group, and has ... |
| | | | ... chief executive officer, BT Investment Management (BTIM), said this morning the group had made good progress on its multi boutique model, putting all asset classes onto one multi boutique revenues stream. "We have re-positioned our income boutique strategy ... |
| | | | ... Eventually we want teams of advisers matched up and continuously working with teams of paraplanners," said Harris. The boutique dealer group plans to expand the free paraplanning offering over the next 12 months to include any risk advice within superannuation ... |
| | | | ... according to the report. The survey, which ran from July 29 to August 8 this year, had four types of planners responding with boutique/independent planners (45.7%), dealer group - non-product aligned, practice based (33.8%), dealer group - product aligned ... |
| | | | ... dealer groups, there is no competitor that has anything like that." Williams said Mercer would target all planners from boutique firms to private and major bank-aligned advisers, with clients ranging from the mass affluent to high net wealth. This is ... |
| | | | ... size of the equities market and returns averaging 9.5% over the last 10 years. But Tony Bates, financial adviser from boutique high net worth advisory firm Bluepoint Consulting told attendees that he had yet to recommend residential property to an SMSF ... |
| | | | ... dealer groups, practices and high net worth individuals. To be available under a Product Disclosure Statement (PDS), the boutique investment fund manager said investors had expressed a keen interest in the fund, but wanted a simpler vehicle. "Our marketing ... |
| | | | ... Unity, Cockle was director and national sales manager at Audit Insurance Solutions. "He [Cockle] knows the boutique financial planning sector inside out and this will be especially important as FOFA carves two clear market segments - licensees whose ... |
| | | | Accounting and financial advisory firm, HLB Mann Judd (SA) has acquired boutique firm Howard Financial Planners to expand its Wealth Management Division. The expanded Wealth Management Division is now one of the largest AXA Financial Planning practices ... |
| | | | ... adviser demand for global equities with the launch of a fully-hedged global equities fund and an Asian equities fund. The boutique manager has introduced the new fully hedged global equities fund as financial advisers look more deliberately at protecting ... |
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