Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 8071 - 8080 of 9822 results for "Advisers"

Addwealth appoints head BDM

MEDIA RELEASE  |  TUESDAY, 28 SEP 2010
... 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 ...

Snowball signs platform deal with CFS

JOHN MCDULING  |  MONDAY, 27 SEP 2010
... 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 ...

Industry assoc review goals and growth

RUTH LIEW  |  FRIDAY, 24 SEP 2010
... 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 ...

Hedge fund adviser gets $2.7m fine

RUTH LIEW  |  FRIDAY, 24 SEP 2010
... 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 ...

Non super advice takes off: StatewideSuper

RUTH LIEW  |  THURSDAY, 23 SEP 2010
... 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 ...

Netwealth partners with AIA on insurance

NEWS RELEASE  |  WEDNESDAY, 22 SEP 2010
... 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 ...

Netwealth expands distribution

NEWS RELEASE  |  TUESDAY, 21 SEP 2010
... 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 ...

BT Wrap lifts fog on model portfolios

ELISE BURGESS  |  TUESDAY, 21 SEP 2010
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 ...

More aid for small licensees

AFA RELEASE  |  MONDAY, 20 SEP 2010
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 ...

Bidding time for AMP

JOHN MCDULING  |  MONDAY, 20 SEP 2010
... 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 ...