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Showing 7321 - 7330 of 9822 results for "Advisers"

Perpetual launches super wrap offer

ELISE BURGESS  |  THURSDAY, 19 APR 2012
... investment managers with ASX listed equities including hybrids, term deposits, and model portfolios for various risk profiles. Advisers and clients are able to draw all of their investments together around a central cash account and track the investments ...

Hyperion restructures, names new MD

MELANIE TIMBRELL  |  TUESDAY, 17 APR 2012
... and chief financial officer Ian Harrison. Hyperion now manages in excess of $3.2bn for institutional clients, financial advisers and high net worth individuals.

Rainmaker releases 2012 platform report

RACHEL DAVIS  |  TUESDAY, 17 APR 2012
... and feeder options hold 80% of platform FUA, noted the report. The irony is that the adviser channel with only 50% of advisers in licensee groups aligned to the big seven is much less concentrated and much more open to competition, added the report. ...

Fixed income fund released

ELISE BURGESS  |  MONDAY, 16 APR 2012
... rate, fixed income fund has officially been launched in a platform-based format to appeal to requests from financial advisers. Initially reported in late March, the newly-launched fund will manage the cashflow needs and minimum drawdown requirements ...

Gaps in social media adviser uptake revealed

MELANIE TIMBRELL  |  THURSDAY, 12 APR 2012
... to be a barrier for some practices, the survey found. LinkedIn was the most popular aspirational social media tool for advisers, with 60% reporting an intention to increase use. More than 36% intend to engage more using Facebook and 20% via Twitter. ...

APLs a potential minefield under FOFA

ELISE BURGESS  |  THURSDAY, 12 APR 2012
... conflicted remuneration, in a bid to gain more clarity. Under the Future of Financial Advice (FOFA) reforms, financial advisers will not be allowed to advise on products that they may receive a remuneration for. However, there are currently sponsorships ...

Investor negativity despite positive signs

ELISE BURGESS  |  THURSDAY, 12 APR 2012
... investment this quarter with 51.6% saying they are relying on their own judgment for financial matters. However, those with advisers are less likely to purchase or invest in new equities (11.8% vs. 13.4%) and invest in existing investments (18.6% vs. ...

AMP appoints interim Multiport head

RACHEL DAVIS  |  THURSDAY, 12 APR 2012
... Manager of ipac Financial Planning with responsibility for ipac's in-house and equity partner network of approximately 150 advisers with more than $5 billion in funds under advice. Prior to this Ms Roy was the General Manager of American Express Travel ...

Social media trials in US continue

ELISE BURGESS  |  WEDNESDAY, 11 APR 2012
... its 600 adviser pilot program. In May last year, Morgan Stanley began testing a pilot program to allow its financial advisers to interact with clients and others on Twitter and LinkedIn through pre-approved public updates and private LinkedIn communications. ...

Estate planning specialist joins Equity Trustees

RACHEL DAVIS  |  WEDNESDAY, 11 APR 2012
... to enhance the estate planning services at EQT at a time when there is an increasing demand from clients of financial advisers for sophisticated and tailored plans. "As babyboomers reach retirement age, there is an increasing number of people recognising ...