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Showing 7671 - 7680 of 9822 results for "Advisers"

Advisory firm directors may challenge ASIC ban

ALISON BEVEGE  |  THURSDAY, 7 JUL 2011
... money in funds associated with the Trio Capital superannuation fund fraud. ASIC said on Tuesday it was holding financial advisers to account as gatekeepers over the loss of client funds in Astarra Capital, now called Trio Capital. The clients have now ...

Licensee Select new manager

ELISE BURGESS  |  THURSDAY, 7 JUL 2011
... the licensee solutions provider signed up Financial Index Australia (FIA), which has ten planning firms with over 35 advisers. Licensee Select currently provides compliance, practice development, research and advice solutions to almost 100 licensees ...

Hillross social media growth plans

ELISE BURGESS  |  THURSDAY, 7 JUL 2011
... said yesterday at a media briefing this year the dealer group would make significant changes to improve the business for advisers and their clients. As part of this improvement, the dealer group will build out its social media presence, something Humphrey ...

BT Wrap launches new tax and trading tools

LOREN RUGEBREGT  |  TUESDAY, 5 JUL 2011
... rebalances. Head of BT Wrap, Chris Freeman, said the changes were part of an ongoing drive to increase the efficiency for advisers and deliver even better value to BT Wrap investors. "These features are game changing," said Freeman. "Not only will they ...

Securitor signs up merged planning group

MATT WOODINGTON  |  TUESDAY, 5 JUL 2011
... Peter Williams' Sydney based practice. The team, which consists of founding director Williams, former BT Financial Group advisers Nick Mundy and Tom Jeffries and operations manager Jenny Wong, has a range of experience including running family office ...

MLC names three AXA converts

ELISE BURGESS  |  TUESDAY, 5 JUL 2011
... payments to lure new talent. "We would be commercially negligent if we didn't put our business model in front of as many AXA Advisers as possible at this time," Nunn said in an email sent to MLC advisers. "We have great respect for the AXA advice model ...

OnePath arms planners with post FOFA program

MATT WOODINGTON  |  MONDAY, 4 JUL 2011
OnePath is aiming to help advisers adapt to life after FOFA with the launch of its FutureReady program, providing information updates and tools to help advice businesses implement fee for service. FutureReady features online technical papers, transition ...

Bravura wins Russell retail deal

MATT WOODINGTON  |  MONDAY, 4 JUL 2011
... Investment has chosen Bravura Solutions's Sonata administration platform to deliver investment and policy administration to advisers for its retail products. Bravura, an existing client of Russell's, won a five year contract for Sonata, a platform that ...

Life insurance gap down 33pc

ELISE BURGESS  |  FRIDAY, 1 JUL 2011
... have been driven by an increase of default cover within superannuation, a greater focus on risk insurance by financial advisers and superannuation fund trustees as well as the growing direct life insurance market," said Michael Rice, managing director ...

Strong cash flow doubles Countplus dividend

ALISON BEVEGE  |  FRIDAY, 1 JUL 2011
... Financial Planning which had $275 million in funds under management. Last October it bought Total Financial Solutions Advisers, a dealer group of 60 planners. In March it bought Perth-based legal business SuperGeneration, a superannuation specialist ...