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Showing 7931 - 7940 of 9822 results for "Advisers"

Henderson Maxwell launches DIY planning guide

ELISE BURGESS  |  THURSDAY, 10 FEB 2011
... disenfranchised with the industry because of what's happened in the financial markets, not necessarily from bad advice, but advisers have been unfortunately been on the back end of that attitude," said Henderson. Henderson said his book was about putting ...

US reforms open doors for tax-savvy advice

MATT WOODINGTON  |  WEDNESDAY, 9 FEB 2011
... financial plans with planners constantly working under the threat of breaching ever changing tax laws and strategy patents. Advisers are currently legally obliged to gain permission from a patent holder in order to offer the most lucrative advice to ...

Instreet taps adviser demand for commodities

INSTREET UPDATE  |  TUESDAY, 8 FEB 2011
... products have drawn criticism from segments of the sector, they do offer a more optimal alternative for many financial advisers that adopt a core-satellite approach to their clients' portfolios. They are also ideal for investors who built up their cash ...

Former Count head of research joins Aviva

ELISE BURGESS  |  FRIDAY, 4 FEB 2011
... into managed accounts with the launch of the Aviva Investors Direct Separately Managed Accounts (SMAs), which are for advisers interested in wholesale-priced SMAs. Griffith, who was initially based in Sydney but moved to Melbourne, started at the company's ...

AdviserLogic teams with Class Super

MATT WOODINGTON  |  THURSDAY, 3 FEB 2011
... capabilities. "The synergies achieved by having an automated feed are enormous. By automating mundane functions, we have allowed advisers and their staff to be more efficient and productive," said Gundeep Sidhu, managing director, AdviserLogic. Developed ...

Stangherlin joins Colonial

MATT WOODINGTON  |  THURSDAY, 3 FEB 2011
... where she was the National Account Manager, responsible for enhancing the company's retail reputation among financial advisers and dealer groups. With 16 years of industry experience, Stangherlin now takes on the job of driving Colonial First State's ...

NAB FP to increase planner nums 20 pc

ELISE BURGESS  |  THURSDAY, 3 FEB 2011
... around 60 will be dedicated and skilled towards business banking," said Rogers. Rogers said that NAB FP will focus on advisers with the capability and experience to be able to service its business customers within the bank as they have a number already ...

Large funds use scale to boost after-tax savings

ELISE BURGESS  |  WEDNESDAY, 2 FEB 2011
... Service and JP Morgan, several superannuation funds and fund managers also use them.. According to the research, taxation advisers are hesitant to state that the ATO will allow realised capital gains to be calculated for a super fund with a propagated ...

ASIC outlines philosophy behind policy framework

ALEX DUNNIN  |  TUESDAY, 1 FEB 2011
... they are assembling to modernise the financial advice environment in Australia. ASIC noted that regardless of what some advisers may feel about these initiatives, there is no escaping that there are considerable hurdles that must be overcome for more ...

AXA's North man joins NAB

MICHELLE BALTAZAR  |  TUESDAY, 1 FEB 2011
... team that developed and launched the North platform and the range of North products, which proved popular with financial advisers. So much so that according to Rainmaker Research, the AXA North platform was the fastest-growing platform on the market ...