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Showing 7971 - 7980 of 9822 results for "Advisers"

Insurance platforms highly preferred: report

ELISE BURGESS | THURSDAY, 9 DEC 2010

Some 80 per cent of advisers use platforms to write risk advice, according to latest figures from Investment Trends research. This goes against the theory that many advisers are threatened by Future of Financial Advice (FOFA) reforms, with platforms ...

Adviser Toolbox free for planners

ELISE BURGESS | THURSDAY, 9 DEC 2010

... regulatory reforms to appeal to planners. The group, owned by boutique financial planning business Iplanner, was created by advisers, paraplanners and software technicians as an efficient online financial planning process. "Gone are the days of searching ...

UniSuper expands advice as member demand rises

ELISE BURGESS | WEDNESDAY, 8 DEC 2010

... non-super investments. It employs 15 financial planners, in addition to paraplanners and client service managers. The advisers operate on no-commissions, fee-for-service basis and are salaried employees of UniSuper, according to a fund statement. "Wherever ...

BTIM targets planners and boutiques

RUTH LIEW | WEDNESDAY, 8 DEC 2010

... of BTIM, said at the firm's annual general meeting yesterday that the firm will channel its efforts into engaging with advisers, in a bid to diversify its business and growth. "We plan on increasing our brand presence and our marketing and distribution ...

Planners select HUB24

ELISE BURGESS | THURSDAY, 2 DEC 2010

... clients," said Darren Pettiona, managing director of HUB24 and chief executive officer of HUB24's parent, Investorfirst. "Any advisers who use HUB24 can access everything through their iPhone, all account details, clients, addresses, correspondence everything. ...

Macquarie Wrap launches model portfolios

ELISE BURGESS | THURSDAY, 2 DEC 2010

... Justin Delaney, head of insurance and platforms for Macquarie adviser services, said that Macquarie worked closely with advisers to understand, design and develop the model portfolios to create a solution that achieves greater efficiencies within an ...

ASX200 to hit 5,600: forecast

JOHN MCDULING | THURSDAY, 2 DEC 2010

Advisers reviewing the Aussie equities portfolios of their clients can look forward to the round of forecasts coming through this time of the year - with one fund manager predicting as much as a 20 per cent upside in the ASX200 over the course of 2011. ...

MLC acquires remaining Meritum stake

ELISE BURGESS | WEDNESDAY, 1 DEC 2010

... Meritum is that advice provision is very much core business for MLC and Meritum falls right within that zone." Meritum advisers currently have a choice of platforms, including MLC's Navigator. Stephen Trist, appointed general manager of Meritum, said ...

FPA defends turf, looks to HNW

JOHN MCDULING | MONDAY, 29 NOV 2010

... protection issue, and argued that problems with products should be dealt with through better regulation of products and not advisers. "We no longer want to see just the advisers being held accountable, for a failure of a product or for the wrongdoing ...

Frontier and JANA join forces to address fees

RUTH LIEW | FRIDAY, 26 NOV 2010

Frontier Investment Consulting and NAB-backed JANA Investment Advisers have established six principles aimed at addressing fee structures relating to investment mandates. These principles include the use and structure of performance fees, quantum of ...

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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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