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Showing 7271 - 7280 of 9822 results for "Advisers"

FOFA disadvantages early move on fee-for-service

MELANIE TIMBRELL  |  FRIDAY, 25 MAY 2012
Draft regulation released on grandfathering and conflicted remuneration this week, may disadvantage advisers who have already moved to a fee-for-service model in line with the new FOFA regime. Dante De Gori, general manager policy and government relations ...

XPLAN upgrades for goals based advice

LINDA HAUSKEN  |  FRIDAY, 25 MAY 2012
IRESS has made enhancements to its software solution XPLAN, with the aim of assisting advisers in delivering goals based advice to their clients. The recently upgraded XPLAN tool helps advisers to discuss and frame up one specific goal at a time with ...

FINSIA appoints new president

BEN COLLINS  |  FRIDAY, 25 MAY 2012
... highly effective and her new role as President is very well deserved." Birch is an executive director of Macquarie Capital Advisers in Sydney with over 20 years experience in mergers and acquisitions, specialising in the financial services sector. "We ...

Clear advice models to engage clients

LINDA HAUSKEN  |  THURSDAY, 24 MAY 2012
Advisers need to define their value proposition and focus on delivering strategic advice that clients understand the value of, according to Vanguard. Speaking at Beyond 2012: The Future of Advice Roadshow, Michael Lovett, head of Vanguard's Intermediary ...

AFA and TAL launch Female Excellence in Advice Award

LINDA HAUSKEN  |  THURSDAY, 24 MAY 2012
In an effort to celebrate women in advice leadership roles, TAL in conjunction with the Association of Financial Advisers has launched the second Female Excellence in Advice Award. The Award recognises female financial advisers who are making a significant ...

Sign on fees creating dealer group controversy

MELANIE TIMBRELL  |  THURSDAY, 24 MAY 2012
... each practice are confidential," a BT spokesperson said yesterday. "Transition costs are absolutely legitimate to help advisers switch dealer groups because there is a reasonable amount of pain involved," said Lane, who admits the Count business has ...

UBS expands wholesale team

BEN COLLINS  |  WEDNESDAY, 23 MAY 2012
... appointments of James Tomkins and Alistair Dunne as national sales managers. Working closely with wholesale clients and advisers, Dunne will be responsible for clients in Victoria and South Australia while Tomkins will have responsibility for clients ...

Mercer builds adviser reach

MELANIE TIMBRELL  |  TUESDAY, 22 MAY 2012
... serviced, behind Lonsec, Morningstar and vanEyk, according to data from Rainmaker Information. Speaking of the impact on advisers within its dealer group, ANZ said, "This appointment reflects ANZ's commitment to ensuring its financial advisers have access ...

SFG Australia appoints executive

LINDA HAUSKEN  |  TUESDAY, 22 MAY 2012
... and wealth management for over 25 years. "We have a number of exciting product and service initiatives for clients and advisers planned to be released in the coming months, and John's contribution will be invaluable to these," he said.

IMCA: Asset allocation future uncertain

LINDA HAUSKEN  |  TUESDAY, 22 MAY 2012
... institutional investors for members of super funds and that angst is felt in boardrooms of funds, felt by management and their advisers," said Paul Costello, non-executive chair of Blackstone, Australasia. "There is also angst among the members of the ...