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Showing 8011 - 8020 of 9822 results for "Advisers"

Infocus awards advisers

ELISE BURGESS  |  MONDAY, 8 NOV 2010
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 ...

Bank planners more trusted than family: survey

RUTH LIEW  |  MONDAY, 8 NOV 2010
... 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 ...

INGIM continues wholesale team expansion

ELISE BURGESS  |  THURSDAY, 4 NOV 2010
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 ...

MLC to launch platform

ELISE BURGESS  |  THURSDAY, 4 NOV 2010
... 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 ...

Bendigo and Adelaide Bank completes Linear deal

ELISE BURGESS  |  WEDNESDAY, 3 NOV 2010
... months including ING, Challenger, Aviva Investors, Australian Unity, Yellow Brick Road and a large number of independent advisers.

Faster and easier insurance: Asteron

MEDIA RELEASE  |  WEDNESDAY, 3 NOV 2010
... 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 ...

Platforms control market, not advisers

ALEX DUNNIN  |  WEDNESDAY, 3 NOV 2010
... 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 ...

Instreet appoints NSW manager

ELISE BURGESS  |  TUESDAY, 2 NOV 2010
... 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 ...

BTFG drops van Eyk for S&P

ELISE BURGESS  |  MONDAY, 1 NOV 2010
... 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 ...

Lack of confidence impedes adviser referrals

ELISE BURGESS  |  MONDAY, 1 NOV 2010
... 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 ...