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Showing 51 - 60 of 114 results for "Financial Advisors"

Instreet happy with growth at 5-year milestone

MARK SMITH  |  TUESDAY, 26 MAR 2013
... clients say; this information becomes an integral part of our strategy for issuing products," he explained. "For financial advisors, what we are effectively doing is acting as a conduit between them and institutions, and this has set us apart in a crowded ...

Anova wins tech industry recognition

MARK SMITH  |  THURSDAY, 7 FEB 2013
... pleased to receive validation from CEB Tower Group. "Anova for Wealth Managers offers extensive flexibility for financial advisors and RIAs while providing the level of scalability necessary for retail operations," he added. "The robust functionality ...

SPAA joins UN group

BEN COLLINS  |  FRIDAY, 25 JAN 2013
... Professionals Association of Australia (SPAA) said it had joined the United Nations Convention of Independent Financial Advisors (CIFA). Established as a not-for-profit advocate, the CIFA plays the major role in managing the Geneva-based United Nation's ...

Matthews Steer creates new wealth management arm

MARK SMITH  |  THURSDAY, 13 DEC 2012
... SMSFs that are necessary to protect assets and minimise tax." Steer, who was rated one of Australia's 10 top financial advisors in the 2011 AFR Smart Investor Masterclass, has a background in taxation including a 10-year stint as senior tax manager with ...

Annuities lead US advice requests

ALEX DUNNIN  |  WEDNESDAY, 10 OCT 2012
... requested by clients," they noted. "We've seen a tremendous year-over-year increase in the number of times financial advisors receive requests from their clients for annuities, an increase of more than 15%. The product ranked sixth in 2011," said Donnie ...

Instreet launches risk service for advisers

ELISE BURGESS  |  THURSDAY, 10 NOV 2011
... investment climate, market savvy clients, and the tougher regulatory environment that FOFA represents, it means financial advisors need the capacity to manage their clients' expectations," said Lucas. "This service will enable advisors to easily quantify ...

T. Rowe Price appoints former ING IM manager

CLAIRE MCGREAL  |  MONDAY, 10 OCT 2011
... global investment management company's Sydney office, where he'll be responsible for building relationships with financial advisors across Australia, particularly in New South Wales, Victoria and Western Australia. Darren Hall, national manager, adviser ...

Planning practices will sell on earnings not revenue after opt-in

ALISON BEVEGE  |  FRIDAY, 19 AUG 2011
Financial advisors need to improve their earnings not their revenues if they want to sell their businesses, a strategic advisory firm has said. Hunts' Group Consulting, which gives strategic growth advice to the wealth management industry, knows how ...

Fraud firm masquerades as financial advisors: ASIC alert

ALISON BEVEGE  |  THURSDAY, 18 AUG 2011
The Australian Securities and Investment Commission (ASIC) has issued a warning on a fraudulent financial advisory firm. ASIC has shut down Frontline Financial Planning's website which posted the Australian company number and Australian financial services ...

Help for advisers with super death tax impact on SMSFs

ALISON BEVEGE  |  WEDNESDAY, 17 AUG 2011
Self-managed super fund trustees and financial advisors can participate in a webinar tomorrow on how to minimise the impact of the new "super death tax" draft ruling with anti-detriment law. Draft ruling TR 2011/D3, if enacted, will apply retrospectively ...