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Showing 7161 - 7170 of 9822 results for "Advisers"

SSgA names wholesale vice president

LINDA HAUSKEN  |  FRIDAY, 24 AUG 2012
... expansion of its institutional client offering to family offices, platforms, dealer groups, and independent financial advisers. "Amy's experience of the wholesale channel, understanding of the operating environment and strong investment acumen, will ...

SMSF's need life cover education

BEN COLLINS  |  THURSDAY, 23 AUG 2012
... managed super fund members taking it up within their fund, said AIA Australia. AIA Australia surveyed approximately 400 advisers on the knowledge and take-up of life insurance within the self managed super fund (SMSF) sector. Two thirds (66%) of the ...

Macquarie invests in mobile apps for advisers/brokers

LINDA HAUSKEN  |  THURSDAY, 23 AUG 2012
... Macquarie is expanding access to its insights and information by further investing in range of mobile applications for its advisers and mortgage brokers. Following the successful launch of four mobile applications during the past year, Macquarie's long-running ...

netwealth cost focus pays off

MELANIE TIMBRELL  |  WEDNESDAY, 22 AUG 2012
netwealth Investment Wrap is CoreData's Platform of the Year for 2012 on the strength of advisers allocating client funds on the basis of perceived value. The number of respondents surveyed by CoreData who selected value as the basis for allocation ...

Lonsec urges advisers to revisit EMs

BEN COLLINS  |  TUESDAY, 21 AUG 2012
... will regard the 21 st century as the age of the emerging world," said Lonsec. Sweeny said that it was a good time for advisers to revisit their portfolio allocations, to make sure retail clients were not "stuck in the starting blocks."

QLD adviser cops five year ban

LINDA HAUSKEN  |  TUESDAY, 21 AUG 2012
... failed to disclose relevant benefits, including fees and commissions to her clients an ASIC statement said. "If financial advisers fail to meet their obligations we will make sure they are removed from the industry," said Peter Kell commissioner ASIC. ...

Lifecycle discussion needs context: Milliman

MELANIE TIMBRELL  |  MONDAY, 20 AUG 2012
... wrap around what they've built." Matterson describes this as the 'evolution versus revolution' argument which accepts advisers will build model portfolios for clients but then provides the ability to enhance it through an overlay.

AMP updates FLP insurance offering

LINDA HAUSKEN  |  MONDAY, 20 AUG 2012
... means insurance solutions need to be continually updated to remain competitive. "We know the importance planners and advisers place on making sure their clients' insurance cover stays relevant and up-to-date, which is why we continually work on developing ...

Advisers urged to discuss structured giving

MELANIE TIMBRELL  |  FRIDAY, 17 AUG 2012
Philanthropy director of Opportunity International, Stephen Robertson has said the increase in advisers initiating the philanthropy conversation with high net worth clients is worthy of recognition. While the decision to give is ultimately the clients' ...

Higher profits/lower dividends: AMP FHY result

BEN COLLINS  |  THURSDAY, 16 AUG 2012
... an additional $10 million in savings from its merger with AXA, after it was able to hold on to more of AXA's financial advisers than expected. The AMP Group also said that its cost-to-income ratio was down, and that its controllable costs are expected ...