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| | | ... open to other methods of broadening its distribution network. Bendigo's experienced financial planners and new personal advisers will soon receive training and support before new branch managers are put into place who will introduce the AMP Flexible ... |
| | | | Financial planning software group COIN boosts its paraplanning services to advisers after acquiring the remaining 50 per cent of paraplanning specialist Outplan Pty Ltd. COIN acquired 50 per cent of Outplan in 2007 after which the brands worked towards ... |
| | | | ... remains well below pre-crisis levels. The study found that 65 per cent of SMSFs had used one or more RG146-compliant advisers in the past 12 months, up from 61 per cent in 2009, but still some distance below the pre-crisis peak of 71 per cent in 2007. ... |
| | | | ... the extra support provided by IOOF's Business Affinity Program makes life easier for Patron's growing team of financial advisers." IOOF's Business Affinity Program (BAP) comprises a range of value-added services including technical, marketing, research ... |
| | | | ... fund CalPERS has consolidated its $1.1 billion core multifamily apartment portfolio to long-term partner GID Investment Advisers LLC (GID). The California Public Employees' Retirement System (CalPERS) said that it made the decision to advance its real ... |
| | | | ... billion, as its final acquisition before a planned IPO in December. The non-accounting based dealer group has around 70 advisers. Its head office is located in Sydney and all staff will become new employees of Countplus' dealership operating company ... |
| | | | ... data to March, PIS is the second largest adviser group by number of planners, with 7.2 per cent market share and 1,354 advisers. It is also the fifth largest adviser group by funds under advice for the same period, with more than $19 billion in FUA. |
| | | | ... parties involved deciding that more time was needed to allow for submissions. Recently formed alliance Accountant Financial Advisers Coalition (AFAC) has not yet made a submission despite being encouraged by the APESB board, while Andrew Gale, chief ... |
| | | | ... market they are so called 'good'," said John Coombe, head of consulting - Sydney and executive director at JANA Investment Advisers. He gave the example of a company's earnings changing by 20 per cent in a day on a stock market, but if an investor owned ... |
| | | | AXA Australia hopes to fast track the way practice principals and advisers access their clients' data through adviserweb, a new website that houses insurance, pension and investment data under one roof. Cam Cimino, AXA's general manager in digital business ... |
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