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Showing 7811 - 7820 of 9822 results for "Advisers"

Clients want commissions - AFA

ELISE BURGESS  |  WEDNESDAY, 27 APR 2011
... clients want commissions to remain on life insurance products, according to research by the Association of Financial Advisers. The AFA research, conducted by CoreData and sponsored by AIA Australia, surveyed corporate super and life insurance planning ...

Indexing warning as ETFs surge

MATT WOODINGTON  |  THURSDAY, 21 APR 2011
... from 10.3 per cent from five years ago. Mercer believes that active management still wins out in the long term and that advisers should not overplay the ETF story. "This shift into term deposits and ETFs is not the fault of the adviser. But the industry ...

High net worth clients being under advised

ELISE BURGESS  |  THURSDAY, 21 APR 2011
Advisers are not doing enough to make the most of out their relationships with high net worth clients, according to a survey of 1,287 US investors, with tax strategies and estate planning the biggest gaps. The Dow Jones Affluent Investor Study found ...

New SMSF course on offer

ALISON BEVEGE  |  THURSDAY, 21 APR 2011
... Cavendish self-managed super fund (SMSF) experts David Busoli and Tim Miller, who design and implement SMSF strategies with advisers and who have 50 years of industry experience between them, will be teaching the course. The largest topics to be covered ...

Accountants attack planners over naming rights

ALISON BEVEGE  |  THURSDAY, 21 APR 2011
... professionals out of providing financial advice. "(Its) nothing more than a cover to exclude other equally qualified advisers such as accountants and lawyers," said Andrew Conway, chief executive of the NIA. Conway said "financial planning" could not ...

Macquarie arms advisers with online cash tool

MATT WOODINGTON  |  WEDNESDAY, 20 APR 2011
Macquarie Wrap has launched an online cash management tool to help advisers track clients' balances and manage investments more efficiently. The idea behind the platform is to enable advisers, under clients' instructions, to ensure that sufficient cash ...

MLC preps advisers for EOFY

ELISE BURGESS  |  WEDNESDAY, 20 APR 2011
Over 2,000 MLC advisers have already embraced MLC's end of financial year (EOFY) new online centre since it launched on Monday. The MLC EOFY Adviser Support Centre offers tools and resources for advisers with 12 core EOFY strategies that advisers can ...

Guardian expands with former CBA planning head

ELISE BURGESS  |  WEDNESDAY, 20 APR 2011
... Guardian's adviser network and acquisitions at a corporate and practice level. Anderson will also be responsible for providing advisers with access to Guardian's Adviser Referral Partner Program. At CBA, Anderson provided banking and debt solutions for ...

Russell makes senior hires

MATT WOODINGTON  |  TUESDAY, 19 APR 2011
... advisory business with arrival of Trevor Persaud. Russo joins Russell from independent asset consultant Access Capital Advisers, a role that also led him to be on the board of AMP Infrastructure Fund of India as an investor representative. With over ...

BlackRock provides advisers with super SMA

MATT WOODINGTON  |  TUESDAY, 19 APR 2011
... anticipating flows of around $100 million into the super SMA in the next 12-18 months on the back of high demand from clients. Advisers with WB Financial will be first to access the super SMA during April and BlackRock intends to make the product available ...