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Showing 501 - 510 of 523 results for STAFF WRITER

AdviserEdge Melbourne kicks off on 14 July

STAFF WRITER  |  TUESDAY, 9 JUL 2013
Financial services think tank The Social Adviser will be holding an encore version of its inaugural AdviserEdge Social Advice Summit in Melbourne from 14 July - 16 July. The event aims to provide advisers with practical solutions so that they can effectively ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  TUESDAY, 2 JUL 2013
In the new edition of Financial Standard, we look at best practice post-FOFA fee disclosure, SuperStream readiness, superannuation insurance and profile First Super's chief executive Bill Watson. You can read these articles on your iPad by downloading ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  MONDAY, 17 JUN 2013
In the new edition of Financial Standard, we look at high net worth investing strategies and profile AIST chief executive Tom Garcia. You can read them on your iPad by downloading Financial Standard iPad© app free from the App store, for a limited ...

StatewideSuper withdrawn from SelectingSuper assessment

STAFF WRITER  |  THURSDAY, 13 JUN 2013
SelectingSuper has withdrawn its quality assessment for StatewideSuper. The fund was previously assessed as AAA. SelectingSuper is part of the Rainmaker financial services information group. Research director, Alex Dunnin, said the withdrawal of the ...

BNP Paribas opens global equity trust to Australia

STAFF WRITER  |  MONDAY, 27 MAY 2013
BNP Paribas Investment Partners has opened the Carnegie WorldWide Equity Trust to Australian wholesale investors. Carnegie Asset Management describes their investment style as trend based stock picking, an approach that enables them to identify and ...

BT upgrades Asgard and BT Wrap ahead of FoFA

STAFF WRITER  |  WEDNESDAY, 22 MAY 2013
BT Financial Group has updated its Wrap Desktop and AdviserNET to assist advisers prepare for their Future of Financial Advice (FoFA) obligations. "Advisers now have administrative support for most of their obligations around fee disclosure statements ...

Rubik to purchase Visor Desktop from Macquarie

STAFF WRITER  |  TUESDAY, 21 MAY 2013
... Rubik already providing a hosted service to its institutional customer base and offering roles to Macquarie customer facing staff. Visor is suite of financial planning tools and software solutions for independent or boutique advisers, and is based on ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  MONDAY, 20 MAY 2013
In the new edition of Financial Standard, we look at why local funds should embrace the $10.6tr global pension market, we showcase the Lazard Emerging Markets Total Return Debt Fund and we profile Elders Wealth Management general manager Helen Lorigan. ...

Affinia appoints new national manager

STAFF WRITER  |  MONDAY, 20 MAY 2013
National dealer group Affinia has made a senior appointment as it looks to be the licensee of choice for specialist risk professionals in Australia. Sitparan Gnanendran has been appointed the specialist life insurance advice dealer group's new national ...

Melbourne-based BDM joins Morningstar

STAFF WRITER  |  MONDAY, 20 MAY 2013
Morningstar Australasia has appointed Guy Callaghan as Melbourne-based business development manager to further enhance the firm's sales and client relationship management efforts. "We're working with an increasing number of dealer groups, brokers, institutions ...