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Showing 7601 - 7610 of 9822 results for "Advisers"

MLC to launch new flagship insurance product

ALISON BEVEGE  |  WEDNESDAY, 24 AUG 2011
... MLC Insurance will incorporate the Platinum service model, comprised of dedicated service consultants for high-value advisers. West said this would empower underwriters. New technology will drive the offering with online application engine Riskfirst ...

BTIM names new port specialist

ELISE BURGESS  |  WEDNESDAY, 24 AUG 2011
... appointed its new portfolio specialist and account manager as the group moves to strengthen relationships with dealer groups, advisers, and fund research. Former senior manager, Strategic Development at BT Financial Group, Dale Pereira has moved into ...

YBR adviser awards announced

ELISE BURGESS  |  WEDNESDAY, 24 AUG 2011
Fourteen Yellow Brick Road advisers were recognised for their efforts in the 2011 Yellow Brick Road Conference Branch Award Winners. The awards, held at the Sunshine Coast in Queensland on August 18-19, recognised branches working under the Yellow Brick ...

Midwinter voted the planners choice

ELISE BURGESS  |  TUESDAY, 23 AUG 2011
... providers, support staff and trainers are all RG146, they have financial planning backgrounds." "We speak the language of advisers." While unable to say how many users they do have, Plummer could say Midwinter had several thousands users. Midwinter is ...

Time-based and opt-in preferred: MSI survey

ELISE BURGESS  |  TUESDAY, 23 AUG 2011
... according to the MSI Global Alliance August survey. The survey, of around 570 Australian business owners, found that 68% want advisers to operate under a dollar fee basis and send clients invoices for billable hours for time spent working on the client's ...

Former AFA president gets Asia-Pacific appointement

RACHEL DAVIS  |  TUESDAY, 23 AUG 2011
Former Association of Financial Advisers (AFA) President Dr James Taggart has been elected to the Board of the Asia Pacific Financial Services Association as an Australian representative. Dr Taggart, OAM, said he is honoured to have been nominated and ...

Behavioural finance pop quiz helps advisers communicate

ALISON BEVEGE  |  MONDAY, 22 AUG 2011
A new quiz-based tool can give financial advisers an insight into their client's investment proclivities, according to resource provider innergi. Money Personality is a questionnaire that takes up to 5 minutes to complete. A report is then emailed to ...

Zenith secures two advice firms

ELISE BURGESS  |  MONDAY, 22 AUG 2011
... The long-term financial and retirement advice practices confirmed it chose Zenith as it worked best with the financial advisers and in-house systems at RetireCare. Additionally, Adelaide-based People's Choice Credit Union has also selected Zenith as ...

Challenger results prove annuity winner

ELISE BURGESS  |  MONDAY, 22 AUG 2011
... stage of development with new initiatives planned, including a new online web tool for retirement income planning for advisers to use on PC or iPad and aligned activities focused on increasing sales for life and funds management to drive greater productivity ...

Clime gains three-star rating for Aus equities fund

ALISON BEVEGE  |  FRIDAY, 19 AUG 2011
... three-star maiden rating for its Clime Australian Value Fund from Standard & Poor's, putting it on the radar for financial advisers for the first time. Darren Katz, head of distribution at Clime, said the Australian equities fund had returned 12.90% ...