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Showing 7581 - 7590 of 9822 results for "Advisers"

FPA ad campaign sneak preview released to members

ALISON BEVEGE  |  THURSDAY, 1 SEP 2011
... to promote the industry as a whole, he said. "If we do an advertising campaign for the general reputation of financial advisers it gives... a free kick to them," he said. As a result the advertising campaign, which has been paid for by a levy on members ...

Brookes departs as CCSL chief

MATT WOODINGTON  |  WEDNESDAY, 31 AUG 2011
... superannuation, risk and investment management products and services to wholesale clients including super funds, financial advisers, accountants and fund managers. The acquisition of CCSL was announced in December 2010 and finalised in April 2011 with ...

BT: product strength will defend market share

ALISON BEVEGE  |  WEDNESDAY, 31 AUG 2011
... that things will just be channeled to CBA." While BT now provides the preferred platform of choice for most of Count's advisers, Count has said the CBA is to give its franchisees incentives outside the merger scheme. Gale said the nature of these incentives ...

PM Gillard: super to support economic stability

ELISE BURGESS  |  WEDNESDAY, 31 AUG 2011
... deserve to be placed in a super fund because it is in their best interests, not because of sales commissions being paid to advisers." "The reality is that most Australians are not active managers of their superannuation. They should not have to pay for ...

Mercer super members seek help in volatility

ELISE BURGESS  |  WEDNESDAY, 31 AUG 2011
... division did not match these numbers. Jo-Anne Bloch, Financial Advice leader at Mercer told Financial Standard its financial advisers have communicated regularly to all their clients throughout the market volatility with a focus on maintaining regular ...

Snowball reports 3pc rise in profits following Shadforth merger

ALISON BEVEGE  |  WEDNESDAY, 31 AUG 2011
... its merger with Shadforth. The two non-aligned groups formed a combined wealth management business with 188 financial advisers nationally, after the June 26th finalisation of the merger. Officium Group, originally a large shareholder in Shadforth, which ...

Short-termism crippling wealth management

ELISE BURGESS  |  WEDNESDAY, 31 AUG 2011
... period is getting narrower and its getting more competitive," said Orthman. "What we say to our clients and what financial advisers should consider is advising clients to look a couple more years down the line, there is a time arbitrage there if everyone ...

CBA in takeover bid for Count Financial

ALISON BEVEGE  |  TUESDAY, 30 AUG 2011
... provide the bank further access to the self-managed super fund sector through its network of accountant-based financial advisers. "As an accounting-based dealer group, the acquisition is complementary to Colonial First State's advice business," he said ...

Liquidity strength in CTAs

ELISE BURGESS  |  TUESDAY, 30 AUG 2011
... introduced weekly liquidity for its FRM Sigma Fund, which invests in a globally-sourced portfolio of Commodity Trading Advisers (CTAs) that specialise in managed futures. These alternative investments mainly use futures contracts over indices and commodities ...

Rice Warner: opt-in cost applies to advisers in regular contact

MATT WOODINGTON  |  TUESDAY, 30 AUG 2011
The $11 per client cost of opt-in is based on the assumption that advisers are already in contact with clients at least once every two years, according to Rice Warner who made the calculation. The government yesterday said that the $11 per client includes ...