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| | | UBS Wealth Management aims to hire between 8 to 10 new advisers annually, for a total of 140 by 2015, Clark Morgan, the unit's chief executive, told journalists this morning. Morgan said that due to talent shortages, getting hold of the requisite people ... |
| | | | ... the past few months. "Craig is very well positioned to take on this leadership role," Shuttleworth said. "He knows what advisers and dealer groups want from their platform providers, he has more knowledge than just about anyone on what platforms can ... |
| | | | ... Consulting Services after its acquisiton of the PwC Consulting business in 2002. At the end of March, Hillross had 323 advisers and $10.7 billion in funds under advice, according to Rainmaker Information. |
| | | | ... investors. "The success of Realindex is the result of strong institutional investor support, robust support from retail advisers and the strength of the fundamental index methodology" Francis said. "We see our process as basically capturing the benefits ... |
| | | | ... our members across several investment options," he said. The legalsuper board also recently reappointed JANA Investment Advisers as its asset consultant and is tendering its custody mandate for the first time in eight years. Legalsuper's current custodian ... |
| | | | ... this year, StatewideSuper has signed JANA for three years, terminating its previous asset consultant, Access Capital Advisers. The new contract began on August 9. The fund expects its investment performance to improve relative to its peers following ... |
| | | | More than 90 per cent of SMSF advisers support raising competency levels through the proposed Future of Financial Advice Reforms - while 6 out of 10 advisers agree SMSF auditors should be registered with ASIC, new research shows. According to the 2010 ... |
| | | | Zurich Investments has made six new sales appointments in key states. "Zurich's focus and support of advisers and their clients is firmly embedded in our strategy and we want to ensure we continue to deliver high quality service as we grow the business," ... |
| | | | ... that good advisors will always proceed and succeed and jump the hurdles... but there is a lot of pressure being put on advisers at the moment, most of which are unfounded and unfair." Farrell said the issue of remuneration processes is one such pressure ... |
| | | | ... last week's annual Rainmaker Marketing Symposium, said external research houses' ratings should not be used to formulate advisers' approved products lists. She cited FOS' decision last year, which determined that an adviser who recommended a Basis Capital ... |
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