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Showing 7471 - 7480 of 9822 results for "Advisers"

Ventura reduces wholesale funds cost

CLAIRE MCGREAL  |  WEDNESDAY, 30 NOV 2011
... 25%, following the reappointment of Russell Investments as the funds' investment manager. The move follows feedback from advisers who maintained clients had become increasingly cost aware, but still wanted to invest in a range of active managers and ...

Snowball re-brands for future

CLAIRE MCGREAL  |  WEDNESDAY, 30 NOV 2011
... "ASX 200 sort of level", with potential acquisitions on the cards. "We're looking at picking up quality client bases and advisers that are maybe exiting the industry or finding the going on a stand alone basis pretty hard. There's a lot of interest in ...

Guardian Advice reveals succession planning strategy

CLAIRE MCGREAL  |  MONDAY, 28 NOV 2011
... group Guardian Advice has revealed details of its Business Acquisition and Succession Planning offer available to its advisers. Developed in March on the back of Ian Anderson appointment as the firm's business acquisition manager, the offer aims to support ...

Actuarial certificate delivery speeds up

CLAIRE MCGREAL  |  MONDAY, 28 NOV 2011
... ordering certificates, which relate to exempt pension income, will now take only a few seconds. According to Bendzulla, advisers will benefit by getting a 2011 SMSF tax return/ documentation completed this year. Actuarial certificates are needed to claim ...

Count gives CBA 99% approval

ELISE BURGESS  |  MONDAY, 28 NOV 2011
... good owners of Count and will provide a safe and secure home for Count's stakeholders consisting of staff, franchisees, advisers and their clients," said Lambert, adding that CBA will bring new resources and influences for a better future for Count. ...

SSgA: Minimise volatilty to protect vulnerable investors

CLAIRE MCGREAL  |  FRIDAY, 25 NOV 2011
State Street Global Advisers is urging super and multi-manager funds to consider minimising volatility strategies in their domestic equity portfolios, as events on the world stage continue to spook equity markets. "While equities are likely to present ...

Industry hits out at Best Interest

CLAIRE MCGREAL  |  FRIDAY, 25 NOV 2011
... consequences". The contentious proposal, which was tabled in parliament yesterday as part of the second tranche of FOFA, requires advisers to act in the best interests of clients and give priority to the interests of the client above any other interests ...

Macquarie Private Wealth adds to Vic advice team

RACHEL DAVIS  |  THURSDAY, 24 NOV 2011
... growing its advice team. "At Macquarie Private Wealth we are focused on continuing to build on our team of highly-skilled advisers and by bringing Mark into the team we are pleased to be able to further strengthen our offering to investors in Victoria," ...

FOFA Tranche 2 reforms tabled in Parliament today

ELISE BURGESS  |  THURSDAY, 24 NOV 2011
... in case of poor advice, over half involved poor life insurance advice. The Best Interest Duty proposal would require advisers to act in the best interests of clients and give priority to the interests of the client above any other interests such as identifying ...

rmg acquires Piersbridge Consultants

ELISE BURGESS  |  WEDNESDAY, 23 NOV 2011
... Planning, has been incorporated into rmg financial services. Piersbridge Consultants, a self licensed practice with five advisers and five staff, brings $230 million in funds under advice and $8 million in annual inforce insurance premiums. Principal ...