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Showing 7221 - 7230 of 9822 results for "Advisers"

Make sure the right people inherit your super

LINDA HAUSKEN  |  TUESDAY, 3 JUL 2012
... training and advice at Topdocs. According to Harkin the introduction of the concept was in response to requests from SMSF advisers and their clients, frustrated by the lack of certainty when it came to estate planning and structuring. "Being able to ...

UK launches bank probe amid Libor scandal

MELANIE TIMBRELL  |  TUESDAY, 3 JUL 2012
... bipartisan committee will hear evidence under oath with full access to documents and people, including ministers and advisers from the previous government. Barclays overnight confirmed the resignation of Agius, who issued a mea culpa statement writing ...

Adviser tablet ownership triples

LINDA HAUSKEN  |  TUESDAY, 3 JUL 2012
Social media usage among financial advisers is on the rise as is their ownership of tablet computers, reveals Zurich's just released infographics report of new technology and social media. Zurich Australian Life and Investments' (Zurich) infographic ...

AFS appoints regional manager

LINDA HAUSKEN  |  MONDAY, 2 JUL 2012
... marketing and client service activities of the dealer group's Victorian and Tasmanian practice principals and financial advisers will benefit immensely from Danielle's strategic coaching expertise." Burke said the appointment also reflects the dealer ...

Aust advisers to get dual Aust-NZ recognition

LINDA HAUSKEN  |  MONDAY, 2 JUL 2012
... New Zealand's Financial Markets Authority to implement mutual recognition arrangements for Australian and New Zealand advisers. The Trans-Tasman mutual recognition arrangements will enable advisers to provide services in each other's countries based ...

Ascalon investment head swaps into H3

BEN COLLINS  |  MONDAY, 2 JUL 2012
Nelson Lam has been appointed chief operating officer of H3 Global Advisers. Lam is currently employed at Ascalon Capital Managers, where he has been head of investments for the last seven years. The move will be Ascalon Capital's second departure in ...

Avenue joins Lonsdale

ALEX DUNNIN  |  MONDAY, 2 JUL 2012
... alignment in our values and advice philosophy." Adviser groups owned by wealth management institutions now oversee 78% of all advisers.

Count counts more advisers

MELANIE TIMBRELL  |  FRIDAY, 29 JUN 2012
... program for all new firms that joined Count was an example of the level of support available. "It's an exciting time for advisers to be with and want to join Count," Clark said. "Our investment and structure will deliver significant benefits for advisers ...

National exam to raise quality of advice

LINDA HAUSKEN  |  FRIDAY, 29 JUN 2012
... Investments Commission is set to consult with the advice industry on its proposal to develop and implement a national exam for advisers. As part of its next phase on its consultation proposal, Australian Securities & Investments Commission (ASIC) said ...

DomaCom to offer advisers free software

LINDA HAUSKEN  |  FRIDAY, 29 JUN 2012
Internet-based property investment vehicle DomaCom is set to offer advisers free access to an online financial planning software tool. DomaCom Guided Planning System (GPS) is a software application that enables advisers to assess their clients' current ...