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| | | ... 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. "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 ... |
| | | | ... 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 ... |
| | | | ... 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. |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 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 ... |
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