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Showing 6361 - 6370 of 9822 results for "Advisers"

ANZ head of aligned licensees leaves, joins van Eyk

LAURA MILLAN  |  THURSDAY, 17 APR 2014
... companies including ANZ, ING, Zurich and AXA Ireland. "David will oversee the appointment and on-boarding of high quality advisers and practices which value independent investment research, want to grow and have around $100 million in funds under advice," ...

Challenger backs $4bn global infrastructure business

LAURA MILLAN  |  THURSDAY, 17 APR 2014
Challenger and Access Capital Advisers (ACA) are set to merge their infrastructure investment operations into a $4 billion boutique infrastructure business called Whitehelm Capital. The new business will start operating on July 1, 2014, with 48 employees ...

AIA Australia launches daily risk information for planners

STAFF WRITER  |  WEDNESDAY, 16 APR 2014
... decision to offer Datafeeds for XPLAN was an important development for the organisation. "We work in close partnership with advisers, and their consistent feedback has been that Datafeeds for XPLAN will help improve business efficiency." "We know that ...

Accountants beat planners in consumer confidence

LAURA MILLAN  |  TUESDAY, 15 APR 2014
Accountants are a more trusted profession than financial advisers, with consumers giving them higher ethics and honesty ratings. The Roy Morgan annual 'Image of Professions' survey for 2014 revealed that only 28% of consumers believed financial advisers ...

TPB releases tax advice definition in YouTube video

LAURA MILLAN  |  MONDAY, 14 APR 2014
The Tax Practitioners Board (TPB) has listed in a YouTube video the five requirements that advisers need to meet to comply with the definition of tax advisers. In a video uploaded to the TPB's YouTube channel last week, the organisation's chair Ian ...

Cbus to launch 'self-managed' product

JAMES FERNYHOUGH  |  MONDAY, 14 APR 2014
... added that the option may serve as a draw for new members through the referral deal with Financial Planning Association advisers. As advisers become better acquainted with Cbus' growing suite of products, he said he hopes they will become more open to ...

Challenger launches CDI takeover bid

JAMES FERNYHOUGH  |  MONDAY, 14 APR 2014
... takeover bid comes ahead of an expected merger agreement between Challenger and infrastructure specialist Access Capital Advisers.

AMP Capital launches new adviser research tool

STAFF WRITER  |  MONDAY, 14 APR 2014
AMP Capital has launched a new online resource centre to help financial advisers have more meaningful investment conversations with their clients. Sitting on AMP Capital's website, the Adviser Resource Centre provides financial advisers with easy access ...

Advisers at risk of losing three in 10 clients

MARK SMITH  |  MONDAY, 14 APR 2014
... their adviser for more than 12 months. CoreData said Loose and At Risk clients present a dual growth opportunity for advisers - firstly, by identifying and keeping those clients who are in danger of leaving and secondly, by acquiring new clients looking ...

Synchron recruits admin staff to cope with adviser demand

LAURA MILLAN  |  FRIDAY, 11 APR 2014
... compliance staff to assist with an increase in adviser applications to join the dealer group. At least 34 individual advisers have applied to join Synchron in over a month, following the group's decision to lift a self-imposed hold on adviser applications. ...