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Showing 8001 - 8010 of 9822 results for "Advisers"

BGL partners with COIN on SMSFs

ELISE BURGESS | THURSDAY, 18 NOV 2010

BGL Corporate Solutions (BGL) and COIN has signed a deal to provide software services to financial advisers with SMSF clients. The new partnership will allow advisers to import client data through COIN's software, for integration with BGL's Simple Fund ...

AdviserNETgain rolls out bulk reviews

MEDIA RELEASE | WEDNESDAY, 17 NOV 2010

Advisers using BT's AdviserNETgain can now produce an unlimited number of review advice documents in one process after upgrades to the online planning solution. Darelle Jenkins, national manager AdviserNETgain, said the bulk review feature creates a ...

Tower unveils iQuote app

MEDIA RELEASE | WEDNESDAY, 17 NOV 2010

Tower has launched the Accelerated iQuote life insurance app for the iPhone and iPad - giving advisers the opportunity to roll out instant life insurance quotes on the go. Brett Clark, chief executive of TOWER Australia Retail Life, said Accelerated ...

AMP closes in on AXA

RUTH LIEW | TUESDAY, 16 NOV 2010

... more compelling in terms of adviser numbers. AMP and AXA will boast a 16.2 per cent market share, with a combined 3,032 advisers - nearly double that of ANZ, which has 1,764 advisers or a 9.4 per cent market share. As part of the deal, AMP would buy ...

BT Wrap releases plain English investor guide

ELISE BURGESS | TUESDAY, 16 NOV 2010

... disclosure." The new guide incorporates visual aids and clear easy-to-understand information regarding client expectations on advisers, services and the BT Wrap platform. This also includes a detailed breakdown on fees. Providing a practical format ...

Strong dollar fuels shift to unhedged intl equities

ELISE BURGESS | FRIDAY, 12 NOV 2010

Some financial advisers are responding to client demand for their international share investments to be unhedged. "There will be advisers looking at internationals more due to the high Australian dollar but if you are getting research that the dollar ...

NAB Super restructures alternatives portfolio

RUTH LIEW | FRIDAY, 12 NOV 2010

... corporate fund made tactical changes to its asset allocation in conjunction with its asset consultant, JANA Investment Advisers. The changes apply to various member investment choice options. One of the changes the fund made was transfering its global ...

Longevity products in early stages

ELISE BURGESS | THURSDAY, 11 NOV 2010

... surviving until the policy benefits begin. "It requires a specialist level of advice, so the trick will be finding the advisers that capable of advising on that kind of product." "It's something that the insurance industry is going to have to address," ...

BlackRock to expand retail arm

ELISE BURGESS | THURSDAY, 11 NOV 2010

... superannuation monies into it without having to set up a SMSF." "Having that sort of structure will be very beneficial for advisers and their clients to access it in that regard." BlackRock will also be creating active portfolio functionalities in response ...

DKN champions fee for service, unveils "land grab" strategy

JOHN MCDULING | WEDNESDAY, 10 NOV 2010

... from a margin it controls, the company said. DKN added that its platform pricing strategy is to attract fee for service advisers who generate fees from clients, noting that it paid small rebates to AFSL's for scale. The company said that there are a ...

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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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