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Showing 8041 - 8050 of 9822 results for "Advisers"

RewardSuper and Fin Synergy improve SMSF admin

RUTH LIEW | MONDAY, 18 OCT 2010

... the online administration for over 2.5 million super members with $50 billion in funds. The new partnership could see advisers save up to 50 per cent of their time working on the administration work related to servicing SMSF clients, said Wolf Schumacher ...

Dollar rise to boost planner wages

ELISE BURGESS | MONDAY, 18 OCT 2010

... director at psychometric profiling specialist Prova, said wealth management firms are placing a higher importance on advisers who are better aligned with their clients' personality styles and approach. "As a result, the demand for female advisers is ...

AUI launches data feed to IRESS

MEDIA RELEASE | MONDAY, 18 OCT 2010

Australian Unity Investments has improved its technology available to advisers by introducing IRESS data feeds for their XPLAN and VisiPlan software. Advisers can now access a full picture of their clients' AUI portfolio, covering information such as ...

Investors demand 'transactional' advice

ELISE BURGESS | FRIDAY, 15 OCT 2010

... there is a "bolt on - bolt off" style that has developed in SMSFs that requires a distinct transactional approach from advisers. That is, rather than seek a holistic financial advice, many trustees are taking self-diagnostic tests to find out which areas ...

No housing bubble: Fidelity

JOHN MCDULING | THURSDAY, 14 OCT 2010

Fidelity banks and property analyst Anita Costa told advisers in Sydney yesterday that while she is concerned over housing affordability levels in Australia, there is no property market bubble. Speaking at the 2010 Fidelity Investment Forum, Costa argued ...

OneVue on global path with managed accounts

ELISE BURGESS | THURSDAY, 14 OCT 2010

... OneVue is looking to expand its business offshore following a raft of client wins from both fund managers and financial advisers in the past 12 months. OneVue Limited was formed in September 2008 after three businesses namely APA portfolio services ...

Advice 'opt in' reforms to dictate platform choice

RUTH LIEW | WEDNESDAY, 13 OCT 2010

... Investment Trends will release its annual 'Planner Business Model Report' next month, revealing details on who among financial advisers are just digesting the key elements of the Future of Financial Advice (FoFA) reforms and those that are already taking ...

AFA announces Rising Star nominees

ELISE BURGESS | WEDNESDAY, 13 OCT 2010

Every year, the Association of Financial Advisers (AFA) trawls through its membership base to find out the future leaders of the advice industry. This year, six advisers made it to the shortlist. AFA chief executive officer Richard Klipin said the final ...

Ironstone partners advisers in property

ELISE BURGESS | WEDNESDAY, 13 OCT 2010

... investing in residential property, particularly through self managed super funds (SMSF), is highly problematic for financial advisers due to restrictions prohibiting them to offer property-related advice, according to Ironstone Group. Sean Preece, managing ...

CommInsure boosts retail life offering

NEWS RELEASE | WEDNESDAY, 13 OCT 2010

... managed super fund clients. "We have listened to adviser feedback and continue to develop our offer in the areas that advisers and their clients have told us are important to them," said Tim Browne, CommInsure's general manager, retail advice.

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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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