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Showing 7711 - 7720 of 9822 results for "Advisers"

DKN acquires 25pc in Godfrey Pembroke firm

ELISE BURGESS  |  FRIDAY, 10 JUN 2011
... Advice Network, to provide compliance, professional development, research and platform administration services to its advisers. The move is inline with DKN's long term strategy to acquire minority stakes in growing firms, with Sydney-based StrategyOne ...

Advisers and super key to underinsurance: AFA

ELISE BURGESS  |  FRIDAY, 10 JUN 2011
... industries can work together against underinsurance. In the third tranche of research from the Association of Financial Advisers (AFA), 'Risking Everything', conducted by researcher CoreData and sponsored by AIA Insurance, 703 individuals were surveyed ...

ASIC forces iPlan to hire compliance expert

MATT WOODINGTON  |  THURSDAY, 9 JUN 2011
... interest when recommending products to clients," said Delia Rickard, senior executive leader, financial literary, consumers, advisers and retail investors, ASIC. "We say it is up to them to manage these conflicts and, if a conflict exists, they need ...

Direct insurance secures major player status

ELISE BURGESS  |  THURSDAY, 9 JUN 2011
... occupies 17.8 per cent of new sales market, securing its place in the insurance industry and as a real competitor to advisers and group insurance alike. According to latest figures from Rice Warner Actuaries' latest Direct Life Insurance Report, direct ...

Lonsec bought by FRH

RACHEL DAVIS  |  THURSDAY, 9 JUN 2011
... Zurich's focus on its core business. "Zurich's strategy is to clearly focus on its core business lines to provide financial advisers with innovative, market leading solutions. "The sale of Lonsec, a non-core asset, reflects Zurich's focus and adherence ...

APRA super fund grillings set new precedent

ALEX DUNNIN  |  WEDNESDAY, 8 JUN 2011
... forcing them to explain investment decisions, should set alarm bells ringing across Australia's investment industry. Advisers to the $6 billion public offer industry fund, MTAA Super, are being questioned under oath by a specially appointed inspector ...

MLC MasterKey platform revamped

ELISE BURGESS  |  WEDNESDAY, 8 JUN 2011
... platform based on feedback including external asset reporting, more investment choice and switching strategy options. Advisers using the MasterKey platform now have access to new online and product upgrades. NAB Term Deposits has been added to the MLC ...

XPLAN updates for opt-in

RACHEL DAVIS  |  WEDNESDAY, 8 JUN 2011
... concerned that opt-in will inflict time and monetary penalties on their businesses. "We are hearing from the market that advisers are concerned about the extra time and associated expense that opt-in will add to their practices and the flow-on effect ...

Advisers to decide opt in: AusFIN

ELISE BURGESS  |  TUESDAY, 7 JUN 2011
Strong protests against opt in has opened the door for discussions on how advisers can avoid it through their own actions, said network of consumer, welfare, union and industry super fund groups, AusFIN. Since the Future of Financial Advice (FOFA) proposals ...

Praemium V-Wrap platform goes mobile

ELISE BURGESS  |  TUESDAY, 7 JUN 2011
... after the firm asked planners what they wanted from their platforms. "V-Wrap Mobile will make it so much easier for both advisers and their clients to access portfolio summary and market data services. Authorised users will also be able to place orders ...