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| | | One month after Implemented Portfolios opened its doors to advisers, four planning firms have signed up to use its portfolio construction services - a trend that looks set to continue in the changing advice landscape, said managing director, Charlie ... |
| | | | ... faster navigation. Gerard Kerr, head of product, marketing and reinsurance for insurance at ING Australia, said financial advisers have been requesting the ability to move back and forth between web pages for greater flexibility when speaking to clie ... |
| | | | ... specialist. But success does bring its own problems, he said. "We are getting to the stage in some areas where our existing advisers will not have the capacity to service any more accountant referrals. It's a good problem to have, but we need to start ... |
| | | | ... corporate law, said while there will be a ban on conflicted payments, the government is not interested in prescribing how advisers charge clients. "There will still be flexibility in how advisers can charge clients and how clients pay for advice. It ... |
| | | | Asset consultants Frontier Investment Consulting and Jana Investment Advisers have added new staff, including specialists and consultants, to their investment teams. Frontier Investment Consulting has appointed two more analysts to its consulting team. ... |
| | | | ... biggest things we've done as an organisation," said AXA head of individual life, Stephen Rosengren. "[It's] good for advisers because the clients get access to up-to-date definitions. If there's a better definition, they get to choose," he said. The ... |
| | | | ... and company secretary. At the time of the initial merger announcement, PIS had a national network of 1,417 financial advisers and 1,400 accountants. The financial planning group has more then $18 billion in funds under advice (FUA) and $170 million of ... |
| | | | ... individuals at the end of 2008 to 173,600 at the end of last year. The increase, according to the report which surveyed 1,100 advisers worldwide representing 95,000 clients, makes Australia the 4th largest percentage gain in Asia Pacific. While the market's ... |
| | | | Synchron has renewed calls for firms to not limit advisers to a 'tight' list of platforms, products or risk providers to chase volume bonuses. In a press release, Synchron said it was not in advisers or their clients' best interest to artificially limit ... |
| | | | ... place overall with the highest ratings for reporting and integration, while AXA topped the decision support table for advisers. The report however found integration with financial planning software needed further development, calling current technology ... |
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