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Showing 7151 - 7160 of 9822 results for "Advisers"

Financial Simplicity morphs into infrastructure solutions provider

ALEX DUNNIN  |  THURSDAY, 30 AUG 2012
... [technology] platforms. Institutions buying up most of the traditional platform market forces the independents - including advisers, new investment managers, brokers and other intermediaries - to innovate, and from Mahoney's observations that's precisely ...

Wilson staff shared information while sign on bonus was discussed

BEN COLLINS  |  WEDNESDAY, 29 AUG 2012
... have said that a former senior Wilson employee provided Ord Minnett with commission statements and contact details of advisers, at the same time he was negotiating a sign on bonus with the company. Wilson HTM has launched legal action against Ord Minnett ...

AMP North nudges $3 billion in AUM

LINDA HAUSKEN  |  WEDNESDAY, 29 AUG 2012
... AMP. North has now surpassed A$3 billion in AUM, with 52% AUM in non-guaranteed business, 31% AUM placed by non-aligned advisers and 54% AUM managed internally, through ipac multi-manager. "Term deposits have also been a big feature for the platform," ...

Zurich's restructure sees 11 depart

MELANIE TIMBRELL  |  WEDNESDAY, 29 AUG 2012
... importance of offering support to the wider independent financial adviser community, saying Zurich would continue to support advisers with a strong regional sales team.

Ord Minnett conspired to take us over: Wilson HTM notifies court

BEN COLLINS  |  TUESDAY, 28 AUG 2012
Ord Minnett planned to take over fellow broker, Wilson HTM, by paying sign on fees to poach its advisers, said Wilson HTM in the NSW Supreme Court yesterday. Five Wilson employees were paid approximately $5.4 million by Ord Minnett, the court heard. ...

ASIC warns of hybrid securities risks

LINDA HAUSKEN  |  TUESDAY, 28 AUG 2012
... their money. While most hybrid securities are likely to be sold or recommended to consumers by brokers and financial advisers, the regulator said these gatekeepers clearly need to explain the features and risks of the investments to their clients. Price ...

AMP to take full ownership of Futuro

LINDA HAUSKEN  |  MONDAY, 27 AUG 2012
... years. Andrew Waddell, director of AMP's Financial Advice Network said Futuro and its highly regarded network of financial advisers will be a significant contribution to the firms' growing adviser community. "AMP has over a period of time forged a close ...

FSC super governance policy forces independence

BEN COLLINS  |  MONDAY, 27 AUG 2012
... will require a transition away from aggregated reporting, to reporting proxy voting records and the engagement of proxy advisers at a company level. "We expect this enhanced reporting requirement will result in better quality dialogue between listed ...

BetaShares expands coverage

MARK STORY  |  MONDAY, 27 AUG 2012
... BetaShares ETFs being placed on approved product lists across 19 dealer groups and a further 26 ETFs now available for advisers across nine platforms. Drew Corbett, Head of Investment Strategy at BetaShares, said ensuring ETFs are on platforms and approved ...

Deferred tax impacts IOOF profit

BEN COLLINS  |  FRIDAY, 24 AUG 2012
... when it announced its result. The Plan B acquisition is a clear strategic fit for IOOF, it boosts the number of aligned advisers, increases IOOF's fund under administration and provides access to the growth engines of Western Australia and Queensland ...