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Showing 801 - 810 of 1436 results for "Comprehensive"

Nikko hires regional sales manager from BlackRock

ALEX BURKE  |  TUESDAY, 5 JUL 2016
Nikko Asset Management has appointed a new regional sales manager for New South Wales and Queensland. Thira Ngoeun joins Nikko from BlackRock, where he was vice president - research relationship manager. Prior to that, he was a model portfolio manager ...

Adviser commitment to tech relationships falling

KERRIE SYDEE  |  FRIDAY, 1 JUL 2016
... can no longer consider their relationships with financial planners secure as more planners look for lower cost and comprehensive solutions, according to Investment Trends. In its thirteenth year, the May 2016 Planner Technology Report surveyed 878 Australian ...

New Spring FG SMSF platform opens

MARK SMITH  |  MONDAY, 27 JUN 2016
... Super's powerful digital tool-set," he said. "Mysuper247 members will also benefit from access to Australia's most comprehensive library of financial education and training resources including our seven-part SMSF trustee training program, Swimming Between ...

Crestone open for business after UBS deal completes

MARK SMITH  |  THURSDAY, 16 JUN 2016

Fortnum super members transitioned to HUB24

MARK SMITH  |  THURSDAY, 9 JUN 2016
... best practice managed portfolio/SMA implementation. Our team is focussed on helping licensees and advisers adopt a comprehensive 'best interests' platform solution with market leading portfolio management functionality at its core." Fortnum executive ...

BetaShares launches model portfolio service for advisers

MARK SMITH  |  MONDAY, 6 JUN 2016
... Portfolio service is only available to BetaShares' financial adviser clients. Participating advisers will receive a comprehensive quarterly report, face-to-face support, digital assets, and be invited to regular, interactive webinars. The new service ...

Super needs to pick up its retirement game

DARREN SNYDER  |  MONDAY, 30 MAY 2016
... suitable retirement offers for them. We are letting them down." Howes said recent government announcements including comprehensive income products for retirement (CIPRs) and changing the tax treatment of deferred annuities were encouraging for product ...

Adviser Network launches SMSFit

KERRIE SYDEE  |  FRIDAY, 27 MAY 2016
... strategic relationships with financial planners will be able to continue to refer their clients for rollover and comprehensive financial advice if they decide to proceed with an SMSF, after reviewing the limited advice provided by SMSFit, as to the suitability ...

One in four willing to switch advisers: EY survey

MARK SMITH  |  TUESDAY, 24 MAY 2016
... managers must now learn to compete with man, machine and hybrid-based firms to retain and attract assets. Delivering a comprehensive client experience is the linchpin that will make or break a firm in this new wealth management landscape." More than ...

Australians demanding robo-advice from super funds

ALEX BURKE  |  THURSDAY, 12 MAY 2016
... competition will be an important factor in driving the development of world-class solutions that meet Australians' comprehensive requirements."