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Showing 511 - 520 of 1102 results for Elise Burgess

Advisers demand platform opt-in support

ELISE BURGESS  |  THURSDAY, 21 JUL 2011
Independent and bank-aligned financial advisers want platform costs to be lowered and have high expecations of support from providers once opt-in reforms are implemented, an industry survey has found. The annual CoreData Platform Study reported that ...

Russell adviser community moves online

ELISE BURGESS  |  THURSDAY, 21 JUL 2011
A website launched by Russell Investments aims to give advisers new ways to prove their value to their clients beyond investment performance. The free to access website, Helping Advisers, does not require any logins or passwords and is designed to be ...

TAL continues insurance upgrade

ELISE BURGESS  |  THURSDAY, 21 JUL 2011
TAL, formally Tower Australia, continues to reshape its insurance products, offering new features on its group life products to streamline adviser processes. TAL's group life and group salary continuance product offerings for the corporate market now ...

Certitude partners with Threadneedle on global fund

ELISE BURGESS  |  WEDNESDAY, 20 JUL 2011
Certitude Global Investments will distribute international asset manager, Threadneedle Investments, Global Equity Fund, targeting the high net wealth market and retail markets. The exclusive partnership formed after Certitude completed a 12 month review ...

Centuria builds planner support with appointment

ELISE BURGESS  |  WEDNESDAY, 20 JUL 2011
Centuria Capital continues to expand its dealer and planner services, appointing a new manager of market and distribution for financial services. Anne Hamieh has joined Centuria and will be responsible for promoting and positioning Centuria's investment ...

Tower upgrades quoting systems

ELISE BURGESS  |  WEDNESDAY, 20 JUL 2011
Tower Australia has upgraded its technology and underwriting processes based on risk adviser feedback, including broader trade income protection terms. Brett Clark, chief executive of Retail Life, Tower, said the insurer spoke to risk advisers for feedback ...

ASIC cautions industry after US broker tweeted into suspension

ELISE BURGESS  |  TUESDAY, 19 JUL 2011
Australian financial services professionals must be vigilant with their web presence as regulators close in on the social spaces to ensure fair trading and no misconduct. Online financial communities and forums, blogs, Facebook and Twitter are emerging ...

ASX carbon tax ready and willing

ELISE BURGESS  |  TUESDAY, 19 JUL 2011
The strong outlook for carbon derivatives has placed the Australian Securities Exchange in prime position post-carbon tax, according to head of equities strategy, Morningstar. Ross Bird, head of equities strategy, Morningstar, said in his special report ...

ASFA: carbon tax implications on super rebates

ELISE BURGESS  |  MONDAY, 18 JUL 2011
The Government's raising of low income earners tax-free threshold as part of the carbon tax has super association support, but questions have been raised in a consultation paper from the Association of Superannuation Funds of Australia (ASFA) In line ...

AMP scales advice for affordability

ELISE BURGESS  |  MONDAY, 18 JUL 2011
AMP has announced a new scalable advice model aimed at creating an affordable product to attract investors who would normally bypass advisers. The My Money Choices model was developed in consultation with financial planners, customers and the Australian ...