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Showing 6031 - 6040 of 9822 results for "Advisers"

IRESS and Class Super partner to target SMSF accountants

LAURA MILLAN  |  FRIDAY, 7 NOV 2014
... Super chief executive Kevin Bungard said: "the integration between XPLAN and Class Super means that the key information advisers need about their clients' SMSFs is now only a click away." He added that "77% of SMSF planners currently have some working ...

Adviser Ratings attracts mostly positive reviews

LAURA MILLAN  |  THURSDAY, 6 NOV 2014
Adviser Ratings has seen 850 advisers signing up three weeks after launching, with most profiles attracting positive reviews from clients. "I like him because he doesn't come over as 'pushy'," one client wrote in a Sydney-based adviser profile. "We ...

Sophisticated investor register launched

MARK SMITH  |  THURSDAY, 6 NOV 2014
... Sophisticated Access (SA). The real-time registry, known as Cygura, is for investors and their accountants, financial advisers and product issuers to manage sophisticated Investor Certificates online. When an investor registers with Cygura they are asked ...

Van Eyk spin-off signs first major client

MARK SMITH  |  TUESDAY, 4 NOV 2014
... Most importantly, we sought a partner to build client friendly solutions within Sentry's compliance framework and assist advisers to deliver better, long term, sustainable returns for their clients," he said. The new consultancy was founded by Jonathan ...

Resolution Capital to manage Perennial REITs

LAURA MILLAN  |  TUESDAY, 4 NOV 2014
... property cycles. The Resolution Capital Global Property Securities Fund is available to retail investors and financial advisers. It has delivered absolute returns of 12.2% p.a. and outperformed its benchmark by 5.3% p.a. since its inception, more than ...

ClearView names CEO and exec team

JAMES FERNYHOUGH  |  MONDAY, 3 NOV 2014
... "The appointment of Atit to this new position will ensure we have the right infrastructure in place to grow and support advisers and our wealth management business. Atit brings with him great experience and technical expertise that will help drive the ...

In-housing creating consultant uncertainty

MARK SMITH  |  MONDAY, 3 NOV 2014
... themselves. Despite this, neither consultants nor their largest super fund clients see any signs that the role of investment advisers will diminish. HOSTPLUS chief investment officer Sam Sicilia, whose fund has an internal investment team, said he's ...

BTFG earnings up 16%

MARK SMITH  |  MONDAY, 3 NOV 2014
Staying "close to advisers" to assist them cope with regulatory changes helped BT Financial Group (BTFG) to a solid full year result, according to the wealth manager. The company reported a 16% year-on-year increase in cash earnings to $895 million ...

Asteron ends business relations with 134 rogue advisers

LAURA MILLAN  |  FRIDAY, 31 OCT 2014
Asteron Life has stopped distributing its products among 134 rogue advisers last year, executive general manager Jordan Hawke confirmed. "Asteron Life identified 134 advisers last year that actively eroded significant amounts of value out of our business," ...

Financial Standard unveils Digital Dozen in social media

STAFF WRITER  |  FRIDAY, 31 OCT 2014
... recruiting. Another research commissioned by Zurich Financial Services Australia show more than one third of financial advisers in the country use social media to share information or connect with clients on a more personal level. Dunkerley said, "As ...