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Showing 7411 - 7420 of 9822 results for "Advisers"

Hyperion appoints head of Australian equities

RACHEL DAVIS  |  TUESDAY, 14 FEB 2012
... Investment Officer. Hyperion manages in excess of $3 billion in Australian equities on behalf of direct investors, financial advisers' clients and large institutions.

BetaShares ETFs receive A rating

CLAIRE MCGREAL  |  MONDAY, 13 FEB 2012
... testament to our business structure and the team at BetaShares. The ratings are also helpful for the many dealer groups and advisers currently utilising, and with an interesting in utilising, our product offerings," said Drew Corbett, BetaShares head ...

Provident Capital Monthly Income Fund upgraded

RACHEL DAVIS  |  FRIDAY, 10 FEB 2012
... and recent addition of the Fund to a number of platforms and APLs. This now makes the Fund more broadly available to advisers and dealer groups seeking consistent monthly income for their clients" said Alex FranASois, Provident Capital's Head of Distribution ...

New Portfolio Administration Service Launches

RACHEL DAVIS  |  FRIDAY, 10 FEB 2012
privateWRAP, a new portfolio administration service for advisers and investors has been launched. privateWRAP Portfolio Administration Service has been designed to streamline back office administration of client portfolios for financial planners, accountants ...

Best interest to put focus on risk: Instreet

CLAIRE MCGREAL  |  FRIDAY, 10 FEB 2012
The contentious best interest clause in the FOFA legislation will place more of an onus on advisers to prove they are experts on the products they recommend to clients. That's according to asset management firm Instreet Investment, which has developed ...

OneVue adds retail super to platform

MELANIE TIMBRELL  |  THURSDAY, 9 FEB 2012
OneVue has added a retail superannuation offering to its unified managed account platform for advisers. The addition will enable a client's total wealth, including retail superannuation investments to be transitioned across to the platform and be reported ...

Advisers need to work on social media presence

MELANIE TIMBRELL  |  THURSDAY, 9 FEB 2012
Advisers should look closely at their objectives before determining which social media channels to use and how. This is the message from the most recent address by president of i-Impact Group and US social media expert, Claudio Pannunzio. "The core ...

Zurich adds to WA Investments team

RACHEL DAVIS  |  THURSDAY, 9 FEB 2012
... Equities and Colonial Geared Investments (CGI) business focusing on margin lending. "Zurich is committed to providing advisers with the on-the-ground support they need in the region," said Kristine Wade, Head of Retail Sales, Investments. "We are delighted ...

ipac Securities-owned firm expands with two acquisitions

ELISE BURGESS  |  THURSDAY, 9 FEB 2012
... managed locally from their respective offices with the same team delivering to clients. With these acquisitions, three advisers will join the TFS adviser team taking the total number of adviser staff to eight and a total staff of 23. Sean Ryan, manager ...

Risk advisers optimistic about long-term

MELANIE TIMBRELL  |  WEDNESDAY, 8 FEB 2012
Risk advisers are looking beyond short-term uncertainty and remain positive on long-term practice viability, according to an index commissioned by Zurich Financial Services Australia. The index constructed by Beaton Research and Consulting, surveyed ...