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Showing 7731 - 7740 of 9822 results for "Advisers"

MLC hands planners client engagement tool

MATT WOODINGTON  |  TUESDAY, 31 MAY 2011
MLC has launched a new tool for financial advisers, helping them increase engagement among their existing client base. My Client Leads is designed to identify the potential needs of clients and flag up when they may be in need of advice. According to ...

SSGA says ETF growth means plenty for all providers

ALISON BEVEGE  |  TUESDAY, 31 MAY 2011
State Street Global Advisers has said it is not concerned about competing for market share against newcomers wanting to take a chunk out of the Australian exchange-traded funds market. State Street pioneered ETF trading in Australia and at one time ...

New software simplifies front office broking

ALISON BEVEGE  |  TUESDAY, 31 MAY 2011
... executive of GBST Broker Services, said the system integrates the GBST Shares clearing and settlement system, giving advisers a true picture of client holdings and positions while integrating into cash management accounts. They could then see client ...

Boutique incubator targets Asian wealth

MATT WOODINGTON  |  MONDAY, 30 MAY 2011
... said Landman. Ascalon currently has stakes of up to 45 per cent in Regal Funds Management, Helix Partners, H3 Global Advisers, Arkx Investment Management, ATI, Continium Capital Management and Alleron Investment Management. Ascalon's boutiques currently ...

Provident Capital offers new fixed-rate units

ALISON BEVEGE  |  MONDAY, 30 MAY 2011
... rate for the year to April 30 of 10.5 per cent per annum. "This strong performance holds the fund in good stead with advisers," Francois said. Provident Capital says the fund invests largely in a portfolio of first registered Australian mortgages. The ...

Tower, Praemium tackle new frontier

ELISE BURGESS  |  FRIDAY, 27 MAY 2011
... and from the wider adviser market. Hopefully this action by us will attract new planning groups to our platforms where advisers can now use a flexible insurance offering," said Naoumidis. Naoumidis said it made sense for advisers to use a platform where ...

Merged planning groups plot Snowball effect

MATT WOODINGTON  |  THURSDAY, 26 MAY 2011
... financial advice groups will form a $14.3 billion wealth management business with multiple business models and 188 financial advisers nationally. "This is a seminal deal for the industry. It's very interesting because everyone's been talking about these ...

Oakeshott won't back FOFA

ALEX DUNNIN  |  THURSDAY, 26 MAY 2011
... Coalition has said from the outset that Labor's proposal to force people to keep re-signing contracts with their financial advisers was bad policy which would add unnecessary red tape, increasing costs for both small business financial advisers and their ...

BT Wrap freshens interface

RELEASE  |  THURSDAY, 26 MAY 2011
... microsite in preparation for the end of financial year. The site has been changed to include a tool kit to help financial advisers educate clients. It also now provides information on a new superannuation contributions report that monitors client contributions. ...

Online SMSF training centre opens for trustees, advisers

ALISON BEVEGE  |  WEDNESDAY, 25 MAY 2011
A new training centre for self-managed super fund trustees and financial advisers was launched yesterday, providing a much-needed resource for the burgeoning SMSF industry. The SMSF Academy is an online community and resource dedicated to helping those ...