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Showing 7701 - 7710 of 9822 results for "Advisers"

Paragem secures new planning licensee

MATT WOODINGTON  |  MONDAY, 20 JUN 2011
Boutique financial advisory practice PWK Private Wealth Advisers has joined the Paragem Wholesale Australian Financial Services Licence (AFSL), taking the dealer group's total assets under advice to $1.3 billion. Paragem now has 13 practices under its ...

MLC deals first blow in planning recruitment drive

MATT WOODINGTON  |  FRIDAY, 17 JUN 2011
MLC said that it hopes to add "many more" financial advisers to its ranks after Haywood Financial Management & Partners agreed to join one of its dealer groups after quitting AXA. Melbourne-based Haywood Financial, which is run by director Scott Hayward ...

Guardian join AFA

ELISE BURGESS  |  THURSDAY, 16 JUN 2011
Suncorp-owned dealer group Guardian Financial Planning has joined the Association of Financial Advisers (AFA) Licensee Partnership Program, adding to its 7,000 adviser base. Guardian has around 150 authorised representatives with more than 130,000 clients ...

RI Advice insurance sales up 300pc

ELISE BURGESS  |  THURSDAY, 16 JUN 2011
... 2009, RI Advice Group, formally RetireInvest, repositioned the business to provide comprehensive advice, allowing its advisers to select from new branding models, brand exclusivity and an equity alignment scheme. The group also reported an increase of ...

Super the nation's best money aggregator

ALEX DUNNIN  |  THURSDAY, 16 JUN 2011
... he said. "It enables people to behave as if they are richest people on earth. No deal is too big. We can get the best advisers." In a warning to sectors of the superannuation industry that are not aggressively pursuing returns for their members, Weaven ...

MLC clarifies AXA adviser hunt

MATT WOODINGTON  |  WEDNESDAY, 15 JUN 2011
MLC has confirmed that it is attempting to capitalise on uncertainty among advisers following the AMP/AXA merger by offering one off payments to lure new talent. In an email sent to its own rank of advisers, MLC's executive general manager, advice and ...

Financial services honoured with Queen's favour

ELISE BURGESS  |  WEDNESDAY, 15 JUN 2011
Members of the Australian financial services industry have received Queen's Birthday honours this year including advisers, super fund heads and regulatory figures. Michael Dwyer, chief executive of First State Super and Fund Executives Association Ltd ...

Advisers shape new unlisted property market

ELISE BURGESS  |  WEDNESDAY, 15 JUN 2011
Centuria Property has launched new management benchmarks for its unlisted property funds after consulting with advisers on the least favourable aspects of current property funds in a bid to reshape the entire industry. Centuria Property spoke with advisers ...

Equipsuper builds intra-fund advice

ELISE BURGESS  |  TUESDAY, 14 JUN 2011
... greater clarity to the sort of thing members can expects from these three tiers of advice we offer. Also, it will help our advisers by streamlining enquiries made to Equip Financial Planning that could be better handle through Member Advice services," ...

BBY expands with Stonebridge acquistion

RACHEL DAVIS  |  TUESDAY, 14 JUN 2011
... experience in the Australian public and private markets and its team comprises of over 200 staff, including 110 investment advisers. Australian-owned BBY has previously built market share on the strength of its corporate, research and institutional businesses ...