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| | | ... last year. They will be responsible for leading the growth strategy for their region and providing primary support for advisers and equity partners. Tim Steele, managing director of ipac, said the appointments were born out of the increased scale presented ... |
| | | | The Association of Financial Advisers (AFA) has prepared a document, due for public release shortly, expressing its concerns over the Australian Securities and Investment Commission (ASIC) consultation paper on conflicted remuneration. The AFA already ... |
| | | | The Association of Financial Advisers (AFA) hopes to attract at least 1,000 more new members by the end of 2013, AFA CEO Brad Fox told Financial Standard. The organisation has just registered a record on new memberships in a roadshow after 151 financial ... |
| | | | ... Satisfaction Awards. The win follows a successful year for CFS. It was awarded Best Fund Manager and ranked number one by advisers for overall platform satisfaction at the Wealth Insights - Service Level Survey Awards 2012. CFS also received Rainmaker ... |
| | | | ... within five days, compared to one in three for paper. The findings underpinned Asteron Life's key message to financial advisers at their roadshow last week, urging more advisers to follow the consumer trend. Leading the field is Aaron Zelman, director ... |
| | | | ... services for high-net-worth clients, Tony Fenning, SFG Australia managing director said. The Lachlan Partners accountants, advisers and other employees will join SFG Australia, while still remaining under the Lachlan Partners brand. SFG Australia has ... |
| | | | ... want to know what people around them are doing," he said. And the new trend also plays well into the hands of financial advisers who are active in social media. "Financial advisers will have to evolve from providing services to giving advice in the same ... |
| | | | Pivotal Financial Advisers changed its name to Affinia Financial Advisers, the company announced. As much as 60 financial advisers were working for Affinia last year. The company, a dealer group that targets risk specialists, is backed by life insurance ... |
| | | | ... 'smart beta' exchange traded funds (ETFs) to double by the end of the year. According to UBS, SMSF trustees' and financial advisers' rising acceptance of these types of products is fuelling rapid growth in the sector. Where traditional ETFs give investors ... |
| | | | ... administration of SMSFs and launched an online service focused on targeting specific market segments such as planners and advisers. It is also looking to make the most of its existing product capabilities such as term deposits, wrap platforms, risk insurance ... |
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