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| | | ... said planners are already 'well trained' in the correct use of term deposit products. PIMCO surveyed over 200 financial advisers in July 2010, concluding that almost half of those surveyed had 'little or no idea about the illiquid nature of term deposits'. ... |
| | | | ... funds under management requires an expansion of personnel and infrastructure to ensure we provide quality service to our advisers," said David Bryant, managing director of RFM. Established in 1997, RFM is a boutique agricultural fund and farm manager ... |
| | | | ... Australian operation is for sale. "I wish to make a clear statement to the Australian market and our valued partners, advisers, and customers that AIA Australia is not for sale," said Tucker, who is also chief executive designate AIA Group, in a statement. ... |
| | | | ... strong support at the both institutional and retail level, with its insto clients almost doubling over the past year, and advisers increasingly using its products. The company, which jumped 10 places to be the 29th largest fund manager in Australia ... |
| | | | ... trend planners sitting on the cash fence should pay heed to or risk clients missing out on the upside, an expert told 400 advisers and investors at an Asgard forum. Felix Stephen, manager of investment strategy and research at Advance Investment Solutions ... |
| | | | Instreet has closed two if its Reliance funds following slow inflows from advisers and investors. George Lucas, managing director at Instreet, said the Instreet Reliance Commodities Fund was wound up at the end of March. Meanwhile, the Instreet Reliance ... |
| | | | ... sector's market capitalisation was around $19 billion by July 2010. "Our view is that both are listed, relevant to investor, advisers and planners and on an individual basis," said Ian Irvine, head of customer and business development at ASX. "Obviously ... |
| | | | Dealer group Synchron's training conference next month for its financial advisers will be run entirely on an iPad, setting a technological milestone in the planning industry. Some 50 financial advisers who are attending the group's Next Generation Training ... |
| | | | Zurich has launched a financial adviser kit to assist advisers catering to clients in the medical profession. In the wake of the election decision and the Independent MP's stance, rural areas and medical professionals are expected to receive far greater ... |
| | | | ... platform providers. Peter Daley, AFS group chief executive and managing director, said the platform will provide AFS Group advisers many benefits, including more streamlined business processes and access to a more comprehensive suite of products. "We ... |
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