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Showing 7541 - 7550 of 9822 results for "Advisers"

Dealer groups 'like' social media enterprising

ELISE BURGESS  |  FRIDAY, 30 SEP 2011
... closed network of participants. "The enterprise model is of high interest to dealer groups who can see their network of advisers but are unsure how to promote stronger communication and collaboration between the dealer groups, its advisers and the advisers ...

Boutique focus with new super product: Bendigo Wealth

ELISE BURGESS  |  FRIDAY, 30 SEP 2011
Bendigo Wealth has set its sights on independent financial advisers with its new super investment product with ten active and index funds, a cash option, one admin fee of $98 and fully flexible insurance options. The Bendigo SmartStart Super, to be ...

Soft dollar ban impact potential

ELISE BURGESS  |  THURSDAY, 29 SEP 2011
... 16% receive both financial and non-financial incentives to recommend their licensees' products. Importantly, only 7% of advisers had received cash, gifts or entertainment valued over $300 from third parties and would therefore be impacted by the ban. ...

Call for realism on planner services

MATT WOODINGTON  |  WEDNESDAY, 28 SEP 2011
... Galagher said there appears to be a gap between what potential clients think they are going to get and the services that advisers actually provide. "It will be of great advantage to the adviser sector overall if potential clients had an idea of what ...

AFS to focus on independent market

ELISE BURGESS  |  WEDNESDAY, 28 SEP 2011
... products, compliance restructure and the launch of a new MDA facility. AFS's Strategic Development Group (SDG), a group of 15 advisers, acted as a focus group and tested what advisers want in the marketplace. "We were looking for the ability to build ...

Zurich drops PMAR to speed up cover

ELISE BURGESS  |  WEDNESDAY, 28 SEP 2011
... marketing, retail risk, Zurich. "Removing them for the vast majority of cases will allow clients to get covered much quicker." Advisers should also benefit from relaxed financial requirements, said Kewin, and provide them with more flexibility in proof ...

IOOF takeover receives 99% approval

ELISE BURGESS  |  WEDNESDAY, 28 SEP 2011
... for Oct 3. IOOF Holdings had $104.5 billion in funds under management as at March this year, while DKN has about 700 advisers including 110 practices under the Lonsdale banner and a further 250 practices with their own licence. DKN has an estimated $7.9 ...

Banned adviser faces jail term

ELISE BURGESS  |  TUESDAY, 27 SEP 2011
... Australian financial services licensees including Financial Wisdom, Financial Planning Services Australia and Genesys Wealth Advisers between 21 June 2004 and 20 May 2010. Between June 2004 and August 2007, Carll was employed by Port Pirie-based financial ...

Family office aligns with hedge fund

ELISE BURGESS  |  TUESDAY, 27 SEP 2011
... facilitates investment by SGI in further high quality investments," said SGI. Peter Bembrick, tax partner with accountants and advisers HLB Mann Judd Sydney, said family trusts are once again proving popular thanks to their ability to offer benefits ...

Asgard eyes industry business with pay as you go platform

MATT WOODINGTON  |  MONDAY, 26 SEP 2011
... means price is no longer an issue and you can easily consolidate those balances." Infinity eWRAP will be available to advisers next month.