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Showing 7501 - 7510 of 9822 results for "Advisers"

Advisers distracted by industry funds: RiskStore

ALEX DUNNIN  |  FRIDAY, 4 NOV 2011
Advisers have focused too much on industry funds and not enough on their own value proposition said the insurance professional development service, The Risk Store, in its latest newsletter. "Criticism of the industry funds' advertising tactics is possibly ...

IMAs not a product but a business model

ALEX DUNNIN  |  THURSDAY, 3 NOV 2011
Managed accounts should not be viewed as yet another product but a whole new business model that could help make advisers future-proof, according to Financial Simplicity's Stuart Holdsworth. Holdsworth said managed accounts, and especially individually ...

OneVue eyes insto investor for global growth

RACHEL DAVIS  |  WEDNESDAY, 2 NOV 2011
... further announcements regarding new clients before the end of the calendar year. Some of the groups that currently have advisers actively using part of or the full OneVue UMA functions include Yellow Brick Road, Australian Financial Services and Madison ...

Matrix continues planning member expansion

ELISE BURGESS  |  WEDNESDAY, 2 NOV 2011
... October 19. Matrix said it is looking to attract a further ten practices nation-wide and plans to grow to approximately 120 advisers, in addition to plans to find an investor to acquire 100% of the planning business to help implement new strategic ideas ...

SMSF cloud solution launched

RACHEL DAVIS  |  TUESDAY, 1 NOV 2011
... by financial planners, accountants and brokers. Completely cloud based, the Superfund Wholesale system aims to provide advisers with a simple automated process for SMSF establishment, fund administration, auditing services, trust deed upgrades and 24/7 ...

AMP planning associations adopt insight products

ELISE BURGESS  |  TUESDAY, 1 NOV 2011
AMP Financial Planners Association, Hillross Advisers Association and General Insurance Advisors Association have adopted a new business insight product to provide strategic guidance during regulatory change. In response to predicted increases in operations ...

Prime Super to provide mezzanine finance facility

CLAIRE MCGREAL  |  MONDAY, 31 OCT 2011
... its asset portfolio after acquiring a $25.5 million mezzanine finance facility in a deal negotiated by Access Capital Advisers. "Prime Super is pleased to have the opportunity to provide this mezzanine finance facility," said Lachlan Baird, chief executive ...

MLC/NAB earnings down but advisers up

ELISE BURGESS  |  FRIDAY, 28 OCT 2011
MLC and NAB Wealth cash earnings declined 12.5% to $533 million for the September 30 full year although it reported strong investment in adviser numbers, up from 1,555 to 1,864. The total funds under management for MLC and NAB Wealth is sitting at $112.7 ...

2012 China study tour launched

RACHEL DAVIS  |  FRIDAY, 28 OCT 2011
... director, Laurie Smith. Over the years since its inception in 2006, Premium China Funds Management (PCFM) has taken over 200 advisers, researchers and investors to China to experience first hand the Chinese growth story. "Its been a few years since we ...

Lachlan Partners diversifies into FI, alternatives

ALEX DUNNIN  |  FRIDAY, 28 OCT 2011
... services are delivered in-house. Reflecting the change, Lachlan Partners have just recruited two specialist property advisers, Jasmine Dimitriou in Sydney and Penny Owen in Melbourne. The private client wealth group offers self-managed super fund, business ...