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Showing 7991 - 8000 of 9822 results for "Advisers"

Macq Life signs the Teachers Health Fund

ELISE BURGESS  |  WEDNESDAY, 24 NOV 2010
... first time Macquarie Life Active will be distributed through a health fund, after its initial success with financial advisers. Importantly, the product is the first in Australia to delink TPD claim eligibility from occupation, choosing instead to base ...

PIH planners vote yes to merger, future uncertain

RUTH LIEW  |  TUESDAY, 23 NOV 2010
... to proceed. While this brings the planning group one step closer to listing on the ASX, uncertainty remains on whether advisers will stay with PIH after the transition - or choose to redeem their shares when the merger occurs. In an earlier interview ...

Insurance drives new client wins: study

ELISE BURGESS  |  TUESDAY, 23 NOV 2010
An annual financial adviser survey shows that nearly half of advisers' total risk income this year came from new clients, giving fresh evidence that risk-related advice is core to a typical financial planning business. The CoreData Risk Study 2010 ...

Aviva offers direct SMAs, model portfolios

MEDIA RELEASE  |  TUESDAY, 23 NOV 2010
... client review process. "We believe that providing integrated, actively managed portfolios at a reasonable cost will enable advisers to continue to be able to provide affordable full service financial advice to their clients," he said.

New rules for investment advisers: SEC

MEDIA RELEASE  |  MONDAY, 22 NOV 2010
The Securities and Exchange Commission is proposing new rules to strengthen the regulator's oversight of investment advisers. The SEC's proposed rules will implement provisions of the Dodd-Frank Wall Street Reform and Consumer Protection Act. This includes ...

RI Advice investment team departure

ELISE BURGESS  |  FRIDAY, 19 NOV 2010
... relationship so that the integrity of our model portfolios remains assured, a key issue which we know is important to our advisers and their clients," said Paul Campbell, RI Advice Group chief executive. Recruitment for the new investment research team ...

Asgard ramps up ETFs and direct equities strategy

ELISE BURGESS  |  FRIDAY, 19 NOV 2010
... the first time Asgard has done this on the equities platforms. Online, BT just launched its AdviserNETgain, allowing advisers to produce an unlimited number of review advice documents in one process after upgrades to the online planning solution, something ...

AWM advisers join AFA

MEDIA RELEASE  |  FRIDAY, 19 NOV 2010
More than 300 Australian Wealth Management financials advisers have signed up to the Association of Financial Advisers - bringing the industry association's membership to approximately 7,000 advisers. Four licensees including Bridges Financial Services ...

OnePath embraces fee for service

MEDIA RELEASE  |  FRIDAY, 19 NOV 2010
... fully featured fee-for-service platform solution that has competitive ongoing fees that are simple and transparent for advisers and their customers to use and understand, " said OnePath head of superannuation & investment Platforms, Mark Pankhurst. OnePath ...

Fee-for-service assist program launch

ELISE BURGESS  |  FRIDAY, 19 NOV 2010
Practice development firm, Elixir Consulting, has launched a practice management online service that can help advisers switch to fee-for-service a lot easier. Building on its already released book by the same name, the new program is for advisers that ...