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Showing 6161 - 6170 of 9822 results for "Advisers"

Age of the billion-dollar financial adviser

MICHELLE BALTAZAR  |  MONDAY, 18 AUG 2014
... portfolio from $1.9m to $1.4m, a property plus $3.3m over a 23-year period. His journey and those of three other financial advisers will be discussed at the Best Practice in Managed Accounts Forum next Tuesday, in a one-day only event hosted by Tony ...

AdviserEdge kicks off with "live build"

ALICE URIBE  |  MONDAY, 18 AUG 2014
... and accountants. Gardner said that he has "rethought" the conference this year. "In light of all the regulatory changes advisers need to accept that your value is not in your degrees, your value is in you," he said during his keynote presentation yesterday. ...

FEATURE: Have we reached the tipping point for managed accounts?

MARK SMITH  |  FRIDAY, 15 AUG 2014
... the investment manager. The beauty of the separately managed account (SMA) structure is it allows investors and their advisers to individualise a professionally managed portfolio to suit their own unique needs. Stock exposures can be dialled up or down ...

Legalsuper on hunt for CIO

ALICE URIBE  |  FRIDAY, 15 AUG 2014
... of the new position. Legalsuper appointed Towers Watson in April last year as the asset. It replaced JANA Investment Advisers, which had been the fund's asset consultant since 2003, following a tender process overseen by Dymond, Foulds & Vaughan. "Bringing ...

Van Eck Global expands Australia team

LAURA MILLAN  |  FRIDAY, 15 AUG 2014
... Van Eck's associate in business development, also focusing on Market Vectors ETFs and working closely with financial advisers and brokers. "These appointments strengthen our sales and marketing capabilities, which was also bolstered by the recent appointment ...

Skaffold targets SMSF with latest hire

STAFF WRITER  |  FRIDAY, 15 AUG 2014
... appointment would drive the next phase of Skaffold's distribution strategy. "Client case studies highlight how Skaffold allows advisers to serve client needs for equity-market investing," he said. Skaffold is an online stock-research application that ...

Macquarie forced to contact all advice clients for remediation

LAURA MILLAN  |  FRIDAY, 15 AUG 2014
... deputy chairman Peter Kell refused to reveal how many breach reports regarding MPW personnel have been filed, how many MPW advisers or former advisers are being investigated or how many MPW employees have been made redundant as a consequence of the EU. ...

Licensee transparency far more urgent than advice register

LAURA MILLAN  |  THURSDAY, 14 AUG 2014
... when an adviser leaves a dealer group is more urgent than the government's advice register, the Association of Financial Advisers (AFA) chief executive Brad Fox said. "My belief is that it's more important and more urgent because, although it's not a ...

IOOF appoints national technical manager

ALICE URIBE  |  THURSDAY, 14 AUG 2014
... role Anderson will be responsible for the management and leadership of the IOOF technical services team and assisting advisers through the communication of technical and strategic solutions for their client's advice needs. She has over 15 years in the ...

SMA operators to become a sector in their own right

LAURA MILLAN  |  WEDNESDAY, 13 AUG 2014
... in the ways in which they communicate with model portfolio managers; nor are they alike in how they communicate with advisers and investors. The research house reviewed investment managers and their model portfolios and looked at the administrative services ...