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Showing 7241 - 7250 of 9822 results for "Advisers"

Asset allocation more important than clever products

LINDA HAUSKEN  |  WEDNESDAY, 20 JUN 2012
Advisers are relying more on smarter asset allocation strategies than complex new products, reveals a survey of its advisers by independent superannuation and investment platform provider Wealthtrac. The survey conducted last month found that almost ...

Guardian Advice adds BT Life to insurer panel

BEN COLLINS  |  WEDNESDAY, 20 JUN 2012
... be covered, but for the next 12 months five seems like the right amount. "We're very keen to grow our numbers to 200 [advisers] over the next few years." Guardian Advice is owned by the Suncorp group.

More SMSF trustees go it alone

MELANIE TIMBRELL  |  TUESDAY, 19 JUN 2012
... relying less on advice, according to the latest Vanguard and Investment Trends Self-managed Super Fund Report. The use of advisers by the SMSF sector declined 9% since the May 2011 survey, the report found, with 52% of SMSFs reporting use of an RG146 ...

Russell launches mini iQ platform

LINDA HAUSKEN  |  TUESDAY, 19 JUN 2012
Russell Investments has launched a new online investment account, providing advisers and SMSFs cost-effective access to a range of actively managed, multi-asset solutions. Russell's new online investment account, Russell iQ Investments, has been developed ...

A team joins Plan B

LINDA HAUSKEN  |  TUESDAY, 19 JUN 2012
Perth-based dealer group Plan B Wealth Management has appointed two new advisers, in line with its strategy of growth through the attraction of high quality, experienced professionals. Plan B believes that the right way of focusing on clients' best ...

MLC appoints head of practice management

LINDA HAUSKEN  |  TUESDAY, 19 JUN 2012
... George Wealth, Fabig was a practice development manager with MLC for nine years. "MLC has always been committed to helping advisers build and develop their businesses and Jasia's appointment marks the start of the next evolution of our practice management ...

UK advisers should shift to planning

ALEX DUNNIN  |  TUESDAY, 19 JUN 2012
... be of low value relative to 'full' regulated advice, and thus unlikely to be commercially viable," he wrote He said, "advisers should be encouraged to think about 'personal financial planning' rather that 'advice', embracing the Institute of Financial ...

BetaShares ETFs recommended by Zenith

LINDA HAUSKEN  |  MONDAY, 18 JUN 2012
... investment strategy at BetaShares said ETF ratings were a necessary step for the industry to gain broader acceptance with advisers and institutional investors. "While ETF adoption among advisers has been increasing steadily, the most cited barrier for ...

EQT establishes Private Wealth division

MELANIE TIMBRELL  |  THURSDAY, 14 JUN 2012
... financial planning and insurance, and is a member of both the Financial Planning Association and the Association of Financial Advisers. EQT manages more than $4 bn in its funds management, private client and superannuation businesses and has more than ...

Advisers ready to move clients back to equities

BEN COLLINS  |  WEDNESDAY, 13 JUN 2012
Zurich's investment business in Australia has released new findings that show more than half of advisers surveyed are ready to re-balance their customers' portfolios to hold less cash. The nationwide survey of 200 advisers showed that 68% indicated ...