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Showing 7131 - 7140 of 9822 results for "Advisers"

AMP re-signs van Eyk for three years

LINDA HAUSKEN  |  THURSDAY, 20 SEP 2012
... a recent review, AMP Financial Services has re-signed van Eyk Research for another three years to provide the Group's advisers with access to the research provider's iRate online platform. The iRate platform provides the Group's advisers with access ...

Two new product development managers at Tyndall AM

BEN COLLINS  |  THURSDAY, 20 SEP 2012
... from Perpetual Investment Management where he was senior product manager. He has also worked with State Street Global Advisers, Morgan Stanley Investment Management and Gartmore Fund Managers in both product management and investment management roles ...

Zurich launches life risk update

MELANIE TIMBRELL  |  WEDNESDAY, 19 SEP 2012
... decade ago have the same benefits as a brand new customer." "Our Guarantee of Upgrade [therefore] takes the pressure off advisers, giving them the confidence that their existing customers will be upgraded to the latest policy benefits automatically," ...

Denison: Adviser's action crucial to investment success

LINDA HAUSKEN  |  WEDNESDAY, 12 SEP 2012
Australian advisers play a crucial role in holding fund managers accountable to their investors, and in addressing poor investment performance, according to Denison Funds Management. Currently many investors are unhappy with poorly performing investment ...

Altius: Role of fixed interest hazy

LINDA HAUSKEN  |  TUESDAY, 11 SEP 2012
... balanced portfolio of their investments. He also urges investors to educate themselves about fixed interest investments. "Advisers should encourage their clients to spend the same sort of time understanding fixed interest as they do equity markets, to ...

J.P. Morgan wins custodial services mandate

BEN COLLINS  |  TUESDAY, 11 SEP 2012
... (WSS) has won a mandate to provide custodial and fund administration services to a number of additional Mosaic Portfolio Advisers (MPA) Limited funds. Mosaic is a wholly owned subsidiary of ASX - listed wealth manager SFG Australia, with which WSS has ...

COIN software FoFA ready: Rubik

BEN COLLINS  |  MONDAY, 10 SEP 2012
... possible, and include improvements to workflows and client management as well as monitoring and reporting," he said. Advisers can now record and keep track of packages and services offered to clients, the fees charged for those services and the amounts ...

Wilson HTM awarded damages

BEN COLLINS  |  MONDAY, 10 SEP 2012
... by Wilson's former Sydney desk boss Joseph Pagliaro were confidential. An order preventing Ord Minnett hiring Wilson advisers, entered into after final submissions were made in August was removed. "We are pleased that the court has ruled that we are ...

netwealth adds TAL Accelerated Protection to LifeWrap

MARK STORY  |  MONDAY, 10 SEP 2012
... arrangements with AIA Australia. "Our combined solution can offer clients significant tax and cash flow advantages, and enables advisers to provide a comprehensive life insurance and wealth creation strategy on a single platform that meets both their ...

Catch-all 'Alternative' label useless: Pengana

ALEX DUNNIN  |  FRIDAY, 7 SEP 2012
... index. He explained that this smarter way of looking at these strategies has been happening among family offices and advisers who work with high net worth clients. Super funds could benefit from a similar approach, said Pillemer. "They developed this ...