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Showing 7921 - 7930 of 9822 results for "Advisers"

Zurich recruits Macq Private Wealth head

ELISE BURGESS  |  FRIDAY, 18 FEB 2011
... the day-to-day accountability of Zurich's equity products. Crennan will also provide investment commentary to financial advisers and investors of Zurich's managed funds. Prior to his role as head of money market, Crennan was a research analyst at Macquarie ...

Morningstar signs $35bn research deal with CFS

MICHELLE BALTAZAR  |  WEDNESDAY, 16 FEB 2011
... can also see what we were saying about a year ago, three years ago, five years ago so full transparency is there for advisers," he continued. Murphy also pointed out that they have a comprehensive coverage of managed funds and new products such as managed ...

Century Funds vies to take manager role from Opus

ELISE BURGESS  |  TUESDAY, 15 FEB 2011
... the trust for three years and extended the terms of the trust for three years." McBain said that one thing concerning advisers about Opus 21 was the actions of Australian Securities and Investigation Commission (ASIC) to revoke the manager's Australian ...

ASX marks a decade of local ETFs

ELISE BURGESS  |  TUESDAY, 15 FEB 2011
... major ETF providers and target both institutional and Asian Pacific investors, while also providing retail financial advisers with the technical knowledge required to use ETFs in client portfolios "The ASX ETF conference will promote the features of ...

Self-directed investors challenge industry giants

MICHELLE BALTAZAR, ALEX DUNNIN  |  MONDAY, 14 FEB 2011
... have never previously accessed financial advice, want piece-by-piece simple advice rather than holistic advice. Many advisers still provide holistic advice as the default option," the finance regulator ASIC noted in its recently released Access to Financial ...

BT Financial expands into insurance

ELISE BURGESS  |  MONDAY, 14 FEB 2011
... create this solution from scratch, and allowed them to factor in and create six key functions for the benefit of financial advisers. For example, the product features on-the-spot decisions on client applications with no signatures required, real time ...

Commission ban to widen underinsurance gap: survey

MICHELLE BALTAZAR  |  FRIDAY, 11 FEB 2011
... previous surveys done on the commission versus fixed fee debate because the respondents are the consumers, not the financial advisers. However, it reinforces what financial advisers have been saying all along - that it would be too costly for many Australians ...

HUB24 managed account gets thumbs up

MATT WOODINGTON  |  FRIDAY, 11 FEB 2011
... 2010. S&P noted that the manager has now established a product with cost-effective management of trades that enables advisers to use the platform as their sole or main investment application. "While the service is in a start-up stage, we believe the ...

AFA Foundation and Future2 raise funds

ELISE BURGESS  |  FRIDAY, 11 FEB 2011
... for the first time to donate $10,000 to the Friedrich Ataxia Research Association (FARA). The Association of Financial Advisers Foundation (AFA Foundation) and Future2, the Foundation of the Australian Financial Planning Profession, have collaborated ...

AFA promotes Make A Plan

ELISE BURGESS  |  THURSDAY, 10 FEB 2011
The Association of Financial Advisers gives its younger adviser network an update on the association's initiatives, including the Make A Plan campaign, at the GenXt Roadshow in Sydney yesterday. Speaking at the event, chief executive Richard Klipin ...