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Showing 7571 - 7580 of 9822 results for "Advisers"

AXA winds up billion dollar funds

ELISE BURGESS  |  WEDNESDAY, 7 SEP 2011
... Financial Standard yesterday that AXA had completed a review of its investment products, which lead to its decision. AXA advisers were alerted yesterday to the news with client letters currently being sent out. AXA will be winding up four mortgage funds ...

PATRON makes Victorian move

RACHEL DAVIS  |  WEDNESDAY, 7 SEP 2011
... PATRON. "We are delighted to have such an experienced person join us and Sharon's skills and experience will benefit all advisers in the group. A person of her calibre has a great future in the PATRON business." PATRON will begin a search for a similar ...

Vanguard tops US social media rankings

ELISE BURGESS  |  WEDNESDAY, 7 SEP 2011
... presence on social media such as their use of social media initiatives, user experience and their ability to connect with advisers, institutions and investors. The top five social media US-based leaders in asset management in ranking order were Vanguard ...

Retail super fund commissions revealed

MATT WOODINGTON  |  TUESDAY, 6 SEP 2011
... for nothing." Under the proposed Future of Financial Advice reforms, the grandfathering of existing clients means that advisers can keep past kickbacks but as of July 1 2012, new clients will be subject to opt-in.

Bendigo Wealth strengthens distribution capabilities

RACHEL DAVIS  |  TUESDAY, 6 SEP 2011
... manager, business partner services from IOOF where he was the national adviser service manager for independent financial advisers and licensees. Parisotto has over 12 years financial services experience. Christine Koh has been appointed senior manager ...

FOFA levels playing field: ANZ Wealth

ELISE BURGESS  |  MONDAY, 5 SEP 2011
The FOFA best interest duty proposals will level the playing field with advisers free to compete with super funds for intrafund advice clients, according to Paul Barrett, general manager advice and distribution, ANZ Wealth. The best interest test, as ...

REITS, cash, equities the safe bet

ELISE BURGESS  |  FRIDAY, 2 SEP 2011
Australian REITS, cash products and equities have all been picked as the safest investment choices for advisers at the Midwinter Adviser Roadshow in Sydney this morning. Daniel Needham, managing director for Ibbotson Associates, told 380 delegates that ...

IOOF combines multi managers and adds director

MATT WOODINGTON  |  THURSDAY, 1 SEP 2011
... within the IOOF MultiMix suite of trusts to provide a single multi-manager offering. "There will be minimal impact for advisers and clients because the two multi-manager offerings have aligned asset allocations, underlying managers, investment strategies ...

Mercer plans for post FOFA advice dominance

ELISE BURGESS  |  THURSDAY, 1 SEP 2011
... become a dominant player within the next decade. In its target of the retail market, Mercer will introduce new tools for advisers, including a test of whether an advice plan will fail, the creation of a post-retirement product solution and the introduction ...

ANZ Wealth: phone-based advisers to help with opt-in

ELISE BURGESS  |  THURSDAY, 1 SEP 2011
ANZ Wealth is rolling out phone-based advisers who will contact clients on behalf of advisers to assist in opt-in requirements and scalable advice pressures, with plans to raise planner numbers significantly. ANZ Wealth, which has the third largest ...