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Showing 7201 - 7210 of 9822 results for "Advisers"

AFA releases draft code of conduct

BEN COLLINS  |  THURSDAY, 19 JUL 2012
The Association of Financial Advisers has released a member consultation paper outlining their draft professional adviser code of conduct. The draft was released with a view to it being finalised before the Australian Securities & Investments Commission ...

Buy-right and equity managers will deliver income

ALEX DUNNIN  |  THURSDAY, 19 JUL 2012
... more innovative investment tactics such as carefully controlled options trading. They have to do this because financial advisers and their clients are exasperated that in retirement, not only have poor markets given them no investment returns for several ...

Premium acquires stake in the Emerald Club

LINDA HAUSKEN  |  WEDNESDAY, 18 JUL 2012
... strengthen the adviser and investor offerings of both groups. "We are keen to be part of the solution for some of the advisers who can't get access to a broader approved product list or appropriate products on their platform and who will need licensee ...

Six more staff to leave Wilson HTM

BEN COLLINS  |  TUESDAY, 17 JUL 2012
... of a recent exodus of key employees. Last week Wilson HTM's Sydney desk boss Joseph Pagliaro left the firm, along with advisers Wren Bligh and James Hunter, and investment manager Hamish Blanche. Pagliaro is the eighth largest Wilson HTM shareholder ...

Macquarie Private expands adviser team

MELANIE TIMBRELL  |  MONDAY, 16 JUL 2012
Macquarie Private Wealth has appointed 13 new advisers across six state offices in a drive to expand the national team, drawing strongly on the three-year-old Morgan Stanley Smith Barney network. The Queensland team has received the most significant ...

Fix churn with watch list: AFA

MELANIE TIMBRELL  |  MONDAY, 16 JUL 2012
The Association of Financial Advisers (AFA) said churn should be handled by insurers sharing information to create an industry watch list that would identify advisers participating in the practice. The AFA proposal is in response to recent Financial ...

MLC appoints head of advice

LINDA HAUSKEN  |  MONDAY, 16 JUL 2012
... role working with the firms aligned businesses. She has also held roles in MLC's Advice Solutions working with aligned advisers in practice implementation and lead generation before joining the practice management team for Victoria and Tasmania where ...

Instreet launches structured product

LINDA HAUSKEN  |  MONDAY, 16 JUL 2012
... alternative assets through a process which is more transparent than hedge funds. Lucas said the product is designed for advisers who want positive returns even when the markets only post modest returns. "We hope the product will be welcomed well and ...

Advisers optimistic on SMSFs despite changing skill set

MELANIE TIMBRELL  |  FRIDAY, 13 JUL 2012
Financial advisers are still expecting SMSF revenues to increase as a percentage of their practice revenue, despite cost of advice falling and the specialist skills required. The Vanguard/Investment Trends Self Managed Super Fund Planner Report showed ...

ClearView expands advice division

LINDA HAUSKEN  |  WEDNESDAY, 11 JUL 2012
ClearView Wealth Limited has expanded its advice division with the number of advisers in its dealer group increasing more than one-third since December. This expansion, announced via an ASX update, reflects ClearView's advice strategy which includes ...