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Showing 6301 - 6310 of 9822 results for "Advisers"

IOOF and SFGA union rattles top ranks

LAURA MILLAN  |  MONDAY, 2 JUN 2014
... RBS Morgans and Commonwealth Bank, but larger than Westpac, NAB, Macquarie and ANZ. It will also be sixth by number of advisers, right after AMP and the big four. "IOOF brings scale, management and marketing experience; it puts us in a better position ...

Super isn't working for us, say baby boomers

JAMES FERNYHOUGH  |  MONDAY, 2 JUN 2014
... with 64% expecting to be reliant on the Age Pension. However, the report also found a major lift in the use of financial advisers, with 52% of respondents taking some sort of advice compared with 30% the same time last year. REST chief executive Damian ...

Win entry to the MAX awards

... good reasons to attend MAX here they are; 1) The Adviser's Wish list - we invite three of the country's top financial advisers to tell us what new products and services they predict will be a hit with their clients. 2) Advertising Review - we invite ...

Dion Global launches new trading platform

ALEX DUNNIN  |  FRIDAY, 30 MAY 2014
... process and meet compliance requirements across multiple devices that include desktops, smartphones or integrated into advisers' own websites Dion Global said in a statement that the system will lower brokers' total cost of ownership while improving ...

AFA upgrades Female Excellence award with business scholarship

LAURA MILLAN  |  THURSDAY, 29 MAY 2014
The Association of Financial Advisers (AFA) has opened nominations for the 2014 Female Excellence in Advice Award, which this year includes a master class for finalists at the Macquarie Graduate School of Management (MGSM). The award recognises the ...

ANZ streamlines OnePath's OneCare Express

STAFF WRITER  |  THURSDAY, 29 MAY 2014
... application process for its electronic insurance application tool OneCare Express to make it faster and more intuitive for advisers and their clients. ANZ head of life insurance Gerard Kerr said that a new underwriting engine cuts the application process ...

CBA leads on client satisfaction despite planning scandals

LAURA MILLAN  |  TUESDAY, 27 MAY 2014
... affected its clients' satisfaction, which is the highest of the big four banks. Clients rated their satisfaction with CBA advisers at 84.2% in the year to March 2014, a Roy Morgan survey revealed. Satisfaction is high despite the fact that cases of poor ...

WB Financial launches SMA service with Praemium

LAURA MILLAN  |  TUESDAY, 27 MAY 2014
... model portfolio, Praemium automatically updates all client portfolios attached to that model, without the need for our advisers to prepare advice documents," WB Financial director of operations Murray Wilkinson said. The group is also developing a new ...

ASIC warns of complacency over confidential information

MARK SMITH  |  TUESDAY, 27 MAY 2014
... handling of confidential, price-sensitive information during analyst and investor briefings, and by companies and their advisers before the announcement of market-sensitive corporate deals. The findings of this investigation are published in Report 393 ...

Dancing with digital: MAX

STAFF WRITER  |  TUESDAY, 27 MAY 2014
... Digital Investor'. The report will make for confronting reading with statements like 'wealth managers are holding financial advisers back' and research that half of the so-called 'digital affluent' go to YouTube for educational videos (a no-go zone for ...