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Showing 7231 - 7240 of 9822 results for "Advisers"

Zenith signs ex-S&P client

BEN COLLINS  |  FRIDAY, 29 JUN 2012
... in the advice industry," said Zenith national sales manager, John Nicoll. Nicoll said that model portfolios could help advisers provided added value to their clients. "It's difficult for advisers to show their performance if they are just doing direct ...

SFG renews platform agreements

MELANIE TIMBRELL  |  THURSDAY, 28 JUN 2012
... of BT Wrap. It is a testament to our commitment to working collaboratively with our advice partners to provide their advisers and clients with a market leading platform solution," said Chris Freeman, general manager of adviser distribution at BT Financial ...

Franklin Templeton expands retail team

LINDA HAUSKEN  |  WEDNESDAY, 27 JUN 2012
... Hayman will be based in Sydney and will resume responsibility for building the organisation's relationships with financial advisers in New South Wales and Queensland. Hayman has over 15 years' experience in the financial services industry having previously ...

AMP to acquire Cavendish

MELANIE TIMBRELL  |  WEDNESDAY, 27 JUN 2012
... channels through our aligned adviser networks and also increasingly through accountants, stockbrokers, external financial advisers and customers direct as we increase our scale in this sector." "The acquisition of Cavendish, combined with the client ...

AFA award nominations now open

LINDA HAUSKEN  |  MONDAY, 25 JUN 2012
The Association of Financial Advisers has today opened nominations for its annual AFA Rising Star of the Year Award. The Award, now in its eight year, invites advisers from across the sector to nominate colleagues that demonstrate a high level of advisory ...

New accountants' licence hailed as win for affordable advice

MELANIE TIMBRELL  |  MONDAY, 25 JUN 2012
... licence does not, however, allow specific product recommendations but is designed to enable accountants and any financial advisers who may hold this licence to provide more strategic and low-cost forms of financial advice. The Financial Planning Association ...

Premium China expands distribution team

MELANIE TIMBRELL  |  FRIDAY, 22 JUN 2012
... responsibilities for state investment managers Derek Paas and Alexandra Roos, who will focus on face-to-face interaction with advisers while Jonathan Wu, associate director and head of distribution and operations focuses on group education sessions. ...

CFS upgrades its FirstWrap Platform

LINDA HAUSKEN  |  FRIDAY, 22 JUN 2012
... response to adviser requests for improved technological efficiencies. FirstWrap is a leading online platform used by advisers who want access to wide ranging technologically oriented features spanning not just investment and insurance options but transactional ...

FOFA passes as industry backs professionalism

MELANIE TIMBRELL  |  THURSDAY, 21 JUN 2012
... regulations that underpin the FOFA legislation have yet to be finalised." Regulations and ASIC guidance on how financial advisers are to comply with FOFA are expected in the coming months.

SMSF Trustees want compensation: SPAA

BEN COLLINS  |  THURSDAY, 21 JUN 2012
... sector would be called on to cover to the cost of compensation. Burgess said this would be a fairer scheme for financial advisers because in the past they have borne the cost of compensation, it's a way of sharing the cost of compensation more appropriately. ...