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Showing 7681 - 7690 of 9822 results for "Advisers"

Snowball Shadforth planning for a FOFA future

RACHEL DAVIS  |  FRIDAY, 1 JUL 2011
... financial advice groups will form a $14.3 billion wealth management business with multiple business models and 188 financial advisers nationally. "There was a high probability that we would get to this stage," said Tony McDonald, managing director, Snowball ...

ING IM deal sees UBS climb the ranks

MATT WOODINGTON  |  THURSDAY, 30 JUN 2011
... potential $200 million acquisition of ING Investment Management. ING was advised by Pottinger, while UBS used internal advisers. The deal is expected to close in the fourth quarter of 2011. This story was updated at 4.06pm

SimpleWRAP launches $1500 platform pricing

ELISE BURGESS  |  THURSDAY, 30 JUN 2011
... with transparency that is aligned with the Future of Financial Advice (FOFA) reforms and the increased fiduciary duty advisers would be taking on behalf of their clients." "We expect that simpleWRAP will be an integral component for those planners joining ...

Two new appointments as Equiti fund closes in on first US property

ALISON BEVEGE  |  WEDNESDAY, 29 JUN 2011
... secured Rob, as he has a long-term background in the space," he said. The small but growing group has four financial advisers and says it has advertised for more. The firm has also created a business development manager role for Scott Parker, formerly ...

Company streamlines pension transfers from UK to Australia

ALISON BEVEGE  |  TUESDAY, 28 JUN 2011
A new company has harnessed cloud computing software to connect financial advisers to pensions experts in the UK to streamline the process of transferring UK pensions to Australia. According to the Australian Bureau of Statistics, there were 1.04 million ...

Zenith targets dealer groups with investment solutions

MATT WOODINGTON  |  TUESDAY, 28 JUN 2011
... internal branded products through its investment product solutions by helping dealer groups deliver readymade solutions for advisers. Franklin is responsible for the Australian shares sector, listed infrastructure and Australian and global REITs, while ...

Minister faces down advisers over opt-in, risk

ALISON BEVEGE  |  TUESDAY, 28 JUN 2011
Financial Services Minister Bill Shorten yesterday faced financial advisers upset over two planks of the Future of Financial Advice reforms, answering questions but firmly rejecting criticisms. The tension was palpable at the Association of Financial ...

Du Pre-Alba jumps from ASFA to AustSuper

ALEX DUNNIN  |  TUESDAY, 28 JUN 2011
... initiatives by the fund to claim industry pacesetter status in infrastructure, spearhead new approaches to work with financial advisers and merge with Westscheme. A statement issued by AustralianSuper said Du Pre-Alba's new role will involve research ...

DKN agrees to support IOOF takeover

ALISON BEVEGE  |  MONDAY, 27 JUN 2011
... structures in place. IOOF Holdings had $104.5 billion in funds under management as at March this year. DKN has about 700 advisers including 110 practices under the Lonsdale banner and a further 250 practices with their own license. It has an estimated ...

Advisers missing retirement planning bonanza

ALEX DUNNIN  |  MONDAY, 27 JUN 2011
Only one-third of people with superannuation have begun preparing for their eventual retirement, and most of those are pre-retirees anyway, reveals new research from Roy Morgan. The results are contained in the latest Roy Morgan Retirement Planning ...