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Showing 7881 - 7890 of 9822 results for "Advisers"

BT Life fast tracks claims

ELISE BURGESS | FRIDAY, 11 MAR 2011

... certificate," said Paula Taweel, head of claims at BT. "At the time of claim, we are delivering on a promise that financial advisers have made to their clients. Part of the promise is to make the claims assessment process simple and painless," Taweel ...

AXA Aus preps for next phase of North

ELISE BURGESS | THURSDAY, 10 MAR 2011

... past four years. Emery and Meller plan to release the new North platform at an upcoming national roadshow. Around 2,000 advisers are expected to attend.

Levy to fund $15m ad campaign

ALISON BEVEGE | THURSDAY, 10 MAR 2011

... and will be partially funded by a yearly levy of $220 for professional financial planners and $100 for future planners. Advisers present in the audience responded positively to the campaign as a whole and many said the levy would be worth it. Justin ...

CFS slashes entry bar to wholesale platform

ALISON BEVEGE | WEDNESDAY, 9 MAR 2011

... amount needed to invest in the FirstChoice Wholesale platform would be reduced from $100,000 to $1500. The 7000-plus advisers who use the platform can then offer FirstChoice Wholesale to retail clients - not just high-net-worth individuals. The entry ...

Management shake up at Zurich

ELISE BURGESS | WEDNESDAY, 9 MAR 2011

... non-bank aligned insurer said the development of two clear core structures would allow it to provide better support for its advisers and brokers, with a particular focus on targeting independent financial advisers. "This follows Zurich General Insurance ...

Perennial tactical move pays off

ELISE BURGESS | TUESDAY, 8 MAR 2011

... than two years since launch, the Perennial Tactical Income Trust has raised almost $100 million, appealing to financial advisers drawn to the fund's approach to fixed interest. Since the fund's inception in June 2009, it has returned about 11 per cent ...

CFS names new advice head

ELISE BURGESS | TUESDAY, 8 MAR 2011

... Planning, Financial Wisdom, Whittaker Macnaught and BW Financial Advice. Commonwealth Financial Planning alone has 815 advisers with funds under advice of $25.8 billion across 1,000 practices, according to December 2010 Rainmaker Research figures. The ...

AMP positions senior AXA staff

MATT WOODINGTON | TUESDAY, 8 MAR 2011

... reporting to him. AMP confirmed that it will continue to make AXA's North product and platform available to AXA financial advisers, independent financial advisers and their customers. The Victoria Supreme Court yesterday approved the share scheme for ...

Hunter Hall launches two equity funds

MATT WOODINGTON | MONDAY, 7 MAR 2011

... and an Asian equities fund. The boutique manager has introduced the new fully hedged global equities fund as financial advisers look more deliberately at protecting their clients against currency risk. The feeder fund will invest in units of the Hunter ...

FOFA briefing fails to shed light on adviser concerns

MICHELLE BALTAZAR | FRIDAY, 4 MAR 2011

... adviser from Brisbane-based Ross Financial Group, said that the session failed to give clear answers on many issues that advisers would encounter should the FOFA reforms, as outlined, become law. For example, with the proposed annual opt-in scheme, Ross ...

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Treasury responds to Debelle's review into the AOFM

KARREN VERGARA

Treasury has responded to the Guy Debelle-led review into the Australian Office of Financial Management (AOFM), agreeing to all six recommendations.

Bravura ups guidance, reports earnings increase

RIDDHIMA TALWANI

Bravura Solutions informed investors cost discipline will protect its full year earnings result after a client migrated to a Business Process Outsourcing (BPO) early in the year.

MaxCap hires from Vanguard, AustralianSuper

MATTHEW WAI

MaxCap has welcomed two senior directors, including a portfolio manager from Australia's largest super fund, reporting to the recently named chief executive Kylie Robb.

Zenith snags mandate from Granite Bay

MATTHEW WAI

Granite Bay Private Wealth has selected Zenith Investment Partners to support their investment governance and due diligence.

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Blake Briggs

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Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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