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| | | Financial planning network Infocus Money Management has acknowledged its top advisers at its annual conference and gala awards held 28 October. The awards, presented in front of delegates from Queensland, NSW, Victoria, South Australia and Western Australia ... |
| | | | ... likely to depend on the big four banks for advice ahead of their family. Banks and their employees such as financial advisers ranked second on the trust table in a new Datamonitor "Key Consumer Trends for Insurance Providers in 2010" survey of 3,900 ... |
| | | | ING Investment Management (INGIM) Australia continues its focus on wholesale business expansion and advisers with its fourth appointment this year. Former AXA Australia national sales manager Mark Harper was named senior business development manager ... |
| | | | ... with MasterKey Custom's portfolio management tools and fully-integrated self managed super offer. "MLC Wrap will support advisers to run efficient businesses and enable them to access a broad range of investment solutions from a platform that is free ... |
| | | | ... months including ING, Challenger, Aviva Investors, Australian Unity, Yellow Brick Road and a large number of independent advisers. |
| | | | ... medical attendant's reports (PMARs) for all types of cover across all products, making insurance easier to access for advisers and clients. Asteron has also increased non-medical and financial underwriting requirements across its product suite. "If a ... |
| | | | ... where competition scrutiny is increasing, this highlights why the focus has turned to below line remuneration payments to advisers rather than commissions paid directly by consumers," noted Rainmaker in their latest Advantage report. Rainmaker found ... |
| | | | ... strengthening its distribution team. "There is a renewed interest in bespoke and customised investment solutions as financial advisers seek to add value for their clients. David will assist us in expanding our business model," said George Lucas, managing ... |
| | | | ... S&P's services to BTFG, which already included St George's financial planning businesses, and will see over 1,600 BTFG advisers receive S&P's research services. Research provided will include exchange-traded funds, managed funds, separately managed accounts ... |
| | | | ... relationships and to build a relationship takes time and to ask for the referral where you are comfortable will take time." "Advisers don't spend enough time doing this," McCarthy promotes formal client referral programs and close working relationships ... |
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