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Showing 8051 - 8060 of 9822 results for "Advisers"

SuperSA offers members IFFP services

JOHN MCDULING  |  TUESDAY, 12 OCT 2010
... believed to be a contributing factor. Also in January, a secret "shadow shopping" exercise on the services provided by IFFP advisers found that they were rated less than IFAs and bank-aligned advisers by potential customers.

Adviser departures expected after PIH listing

RUTH LIEW  |  MONDAY, 11 OCT 2010
... merger with Centrepoint Alliance and group managing director Grahame Evans said they are anticipating they could lose advisers in the process. PIH shareholders will meet on the 22nd of November to vote on the merger, less than two months after MLC opted ...

Key planners crucial when planning firms sell

RUTH LIEW  |  MONDAY, 11 OCT 2010
... practice or dealer group is worth when it is up for sale or eyeing a public float - high on this list is whether the key advisers are going to stay or not, industry experts say. Ian Jedlin, partner in charge of valuations at KPMG, said financial planning ...

Commercial property regains appeal: survey

ELISE BURGESS  |  MONDAY, 11 OCT 2010
... Property said they launched the Charter Hall Direct Property Direct Industrial Fund (DIF) in July in response to demand from advisers looking for simple products that deliver consistent returns.

Planners receive Wisdom awards

ELISE BURGESS  |  MONDAY, 11 OCT 2010
... practices for their contribution to the industry and clients ranging from retirement planning to pro-bono work. The winning advisers, who were selected from 50 entrants from Financial Wisdom practices, included: A, Gus Sadri from Wealthwise - Post-Retirement ...

RMB rise to benefit local investors

RUTH LIEW  |  FRIDAY, 8 OCT 2010
Advisers could add more value to their clients' portfolios by taking a closer look at the rise of the Renminbi (RMB) and its impact on the currencies of neighbouring countries, an expert in Chinese investments said. Simon Wu, executive director of Premium ...

AFA unveils Adviser of the Year Award finalists

AFA MEDIA RELEASE  |  THURSDAY, 7 OCT 2010
The Association of Financial Advisers (AFA) has named the finalists of the association's 2010 Adviser of the Year Award and has introduced a new category to reflect fierce competition this year for the top prize. AFA chief executive Richard Klipin said ...

Fiducian boosts SMSF services

ELISE BURGESS  |  THURSDAY, 7 OCT 2010
Fiducian Portfolio Services Limited helps advisers slash the time it takes to administer SMSF trust deeds following a deal struck with online deed administrator SuperCentral. Under the agreement, the SuperCentral trust deed update service will enable ...

NAB Super eases hedging as dollar soars

RUTH LIEW  |  THURSDAY, 7 OCT 2010
... cent to 20 per cent late last month. The move, made in consultation with the fund's asset consultant JANA Investment Advisers, would affect all of the fund's diversified options (based on their exposure to overseas shares). It will also affect the fund's ...

Annual renewals protect investors: ISN

MEDIA RELEASE  |  WEDNESDAY, 6 OCT 2010
... to agree to fund ongoing advice fees as a deduction from their investments," he said. According to the briefing note, advisers' remuneration through asset-based fees ensures their income relies on the sale of a product. Annual renewals help ensure the ...