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Showing 61 - 70 of 71 results for "IFAs"

Rise of mini-mandates

MICHELLE BALTAZAR  |  THURSDAY, 4 MAR 2010
... structured products specialist, Instreet Investment, said he has been approached by several independent financial advisers (IFAs) and dealer groups that are looking for ways to stay in the market and capture long-term gains while avoiding short-term ...

Legalsuper reviews financial planning services

RUTH LIEW  |  MONDAY, 25 JAN 2010
... the Industry Funds Financial Planning (IFFP) group found their advisers are not as good as independent financial advisers (IFAs) and bank-aligned planners. The CoreData report found, overall, IFFP advisers were rated less than IFAs and bank aligned advisers ...

Shadow shop reveals service gap among planners

MICHAEL HOBBS  |  THURSDAY, 21 JAN 2010
... the Industry Funds Financial Planning (IFFP) group found their advisers are not as good as independent financial advisers (IFAs) and bank-aligned planners. The CoreData report, The Industry Fund Financial Planning Shadow Shop Report, compared the customer ...

AXA Asia Pacific taps SMSFs, restructures fees

MICHELLE BALTAZAR  |  TUESDAY, 1 DEC 2009
... 17,000-strong planner network through its distribution channels. To date, more than 6,000 independent financial advisers (IFAs) use AXA products. The firm's strategy mirrors a similar decision by AMP to move towards a fixed-fee advice model by mid next ...

The downside of Ripoll

MICHELLE BALTAZAR  |  TUESDAY, 24 NOV 2009
... practice to "codify" planner fiduciary duties. He warned the worst-case scenario is that independent financial advisers (IFAs) find the regulatory burden too hard and join the major planning networks - perversely reducing the number of IFAs in the country. ...

Instreet launches Link ARC

COMPANY RELEASE  |  THURSDAY, 5 NOV 2009
... Instreet's Link series, which has so far gained more than $120 million in FUM, predominantly from independent financial advisers (IFAs). Link ARC differs from many existing products in that it offers exposure to an index that does not rely on high market ...

High expectations, low satisfaction on super advice

ROY MORGAN RELEASE  |  TUESDAY, 1 SEP 2009
More people are satisfied with superannuation advice from accountants than from independent financial advisers (IFAs), the latest research from Roy Morgan shows. The firm tracked consumer satisfaction with the financial performance of superannuation ...

Asgard refines licence service

MICHAEL HOBBS  |  FRIDAY, 17 OCT 2008
... including planners from Securitor Financial Group, St.George Bank Financial Planning and independent financial advisers (IFAs).

Macquarie signs InfoComp for debt and alternatives

... extensive CRM capabilities to maximise the value of its communications with investors and independent financial advisers (IFAs)," said Rob DeDominicis, InfoComp's managing director. The extended CRM capabilities include an extensive contact management ...

Bravura begins UK growth push

HAMISH MADDEN  |  TUESDAY, 4 JUL 2006
... for a new wrap platform. Nucleus is a financial services partnership between seven UK Independent Financial Adviser firms (IFAs) as well as South African life insurance company Sanlam and it currently has approximately $7.5 billion under management. ...