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| | | ... head of business development. In this new role, Pratt will be responsible for identifying and recruiting businesses and advisers that align with the Addwealth model. As a founding director of Associated Planners Financial Services for 29 years up until ... |
| | | | ... majority of funds under administration (FUA) in Symetry, will now use the platform as its main administration service for advisers. The company will also become promoter of the platform effective October 4th, with the option to become operator and trustee ... |
| | | | ... benefit from "economies of scale" through a merged ASFA-AIST, or in the financial planning sector, Association of Financial Advisers and Financial Planning Association? Pauline Vamos, chief executive of ASFA, said "there is no doubt that as the industry ... |
| | | | ... manager who sold short the stock and the portfolio manager who bought the offering shares were different. "Investment advisers must recognise that combined trading by different portfolio managers can still constitute a clear violation of Rule 105 when ... |
| | | | ... services. StatewideSuper's internal financial planning arm has been in place since 2004. In the past year, the fund's advisers has seen a steady increase in members seeking advice outside of super - be it real estate planning or cash, for example, said ... |
| | | | ... insurance facility for netwealth platform clients, developed with insurer AIA. LifeWRAP provides netwealth planners and advisers with a centralised platform, enabling them to service not only their clients' investment needs but also their life insurance ... |
| | | | ... to that, he was the National HNW Manager at Credit Suisse, responsible for distribution of asset management product to advisers of HNW and ultra high net worth (UHNW) investors. "The appointment of Alexander comes as part of a broader strategy to increase ... |
| | | | Dealer groups can have a better understanding of how their financial advisers use 'model portfolios', cash and equities for their clients through key upgrades to BT Wrap this month. In a three-year project that's costing over $18 million, the team behind ... |
| | | | The Association of Financial Advisers (AFA) will run its inaugural Small Licensee Practice Principal Conference next month to signal its additional support for financial advisers that run small and independent practices. The conference will be held ... |
| | | | ... Holdings (AXA APH) with its original bid for the company - Australia's fifth largest advice conglomerate by number of advisers, according to Rainmaker Information, way back in November '09. The independent directors of AXA APH held out for a better offer ... |
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