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Showing 5661 - 5670 of 9822 results for "Advisers"

AdviserLogic enlists Rice Warner for RiskLogic upgrade

STAFF WRITER  |  WEDNESDAY, 5 AUG 2015
... discounts, adjustment of premiums for commission rebating, flexi-linking and premium projection. "The enhanced analysis allows advisers to identify feature-based strengths and weaknesses and it's all right at their fingertips," AdviserLogic head of development ...

Advisers looking to offer MDA services

STAFF WRITER  |  TUESDAY, 4 AUG 2015
... managed accounts across the advisory market but particularly from the independent financial advisory segment," he added. "Advisers who are thinking about the future of advice don't see wraps as the way forward for dynamic client-centric businesses and ...

Pay rises better at non-aligned firms

MARK SMITH  |  THURSDAY, 30 JUL 2015
Advisers at independent firms received better pay rises in the last financial year than those at institutionally aligned groups, according to the latest remuneration survey from industry consultancy The Dawson Partnership. While salaried financial planners ...

Financial advice is a boring game

ALEX BURKE  |  THURSDAY, 30 JUL 2015
... argued PortfolioConstruction Forum chief finology officer Dr. David Lazenby. Speaking at the 2015 Association of Financial Advisers National Roadshow in Sydney, Lazenby compared the traditional advice process to a combination of "doctor visit, maths ...

BetaShares appoints CIO

ALEX BURKE  |  THURSDAY, 30 JUL 2015
... head of quantitative research and portfolio manager. He was most recently a portfolio manager at State Street Global Advisers and has also held positions at J.P. Morgan and Dimensional Advisers. Furthermore, Matthew Reeves has joined BetaShares as compliance ...

Social adviser implores positivity for planners

DARREN SNYDER  |  WEDNESDAY, 29 JUL 2015
Founder of The Social Adviser, Baz Gardner, is encouraging financial advisers and planners to rally at the last hour and support the Positivity for Planners A campaign. In his post to a LinkedIn group yesterday, Gardner urged planners and advisers to ...

Netwealth launches first private label MA

STAFF WRITER  |  WEDNESDAY, 29 JUL 2015
Netwealth will provide GPS Wealth advisers and clients with access to its private label managed account service. GPS Wealth advisers are now able to access nine models, which collectively make up the care investment program. "Our group continues to ...

JPM appoints sales exec from netwealth

LAURA MILLAN  |  WEDNESDAY, 29 JUL 2015
... manager Brett Mennie and will focus on expanding the market insights program to the northern region. The program provides advisers with market and economic insights, and is supported with a guide to markets, available to advisers in both Apple and Android ...

Former Challenger CEO joins Atrium

MARK SMITH  |  WEDNESDAY, 29 JUL 2015
... practical advice as Atrium takes further steps towards broadening its unique offer to more Australian investors and their advisers." Atrium's attracted almost $1 billion in funds under management since its formation in 2009.

Mercer appoints new sales leader

DARREN SNYDER  |  WEDNESDAY, 29 JUL 2015
... the financial services industry, most recently including roles as the head of business development at JANA Investment Advisers, Plum Financial Services and MLC Group Insurance. Walsh said recent product and platform developments for Mercer have resulted ...