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Showing 8191 - 8200 of 9822 results for "Advisers"

INGIM tackles retail, welcomes regulatory changes

RUTH LIEW  |  FRIDAY, 11 JUN 2010
... design, particularly as INGIM already has an established brand with a suite products that can be re-packaged to suit advisers and retail investors' needs, he said. "Yes, absolutely lots of things are changing. "But I see that [as] something that we are ...

FPA board member resigns, airs governance concerns

MICHAEL HOBBS  |  FRIDAY, 11 JUN 2010
... he has lost confidence that the FPA board understands how to represent financial planners. "The vital issue is not how advisers are remunerated but the quality of the service they provide to their clients and how well they help their clients achieve ...

JANA adds to investment team

COMPANY RELEASE  |  FRIDAY, 11 JUN 2010
JANA Investment Advisers has hired two investment managers and welcomed back another. The asset consultant appointed Domien Beckers to the firm's portfolio construction and research team. Beckers joins the firm from Vanguard where he spent four years ...

Civic joins Financial Index Australia

COMPANY RELEASE  |  THURSDAY, 10 JUN 2010
With succession planning an issue among advisers, Civic Financial Planning has merged with Financial Index Australia to ensure the firm's handover is transitioned smoothly when its principal planners retire. Canberra-based Civic Financial Planning ...

AXA clarifies possible Wealth.net sale

COMPANY RELEASE  |  WEDNESDAY, 9 JUN 2010
AXA Research has sought to allay advisers' worries on NAB's possible divestment of Wealth.net by clarifying the bank is considering selling the North Wealth.net platform, not the North products and the guarantee attached to these. AXA Research said ...

Snowball hires M&A exec

PRESS RELEASE  |  TUESDAY, 8 JUN 2010
... which was completed earlier this year. Prior to joining Snowball, she worked in an advisory role at Macquarie Capital Advisers. Meanwhile, the group also hired Ash Wood as group executive, business services. Wood will be responsible for managing the ...

Super funds lead advice charge

COMPANY RELEASE  |  TUESDAY, 8 JUN 2010
Super funds will lead innovation in the advice sector as intra-fund advice grows, leaving many advisers to play catch up, according to tech firm, Provisio Technologies. A number of superannuation funds now deliver advice with greater efficiency than ...

AXA and Wealth.net split poses planner risk

RUTH LIEW  |  MONDAY, 7 JUN 2010
National Australia Bank stands to lose one of the most popular platforms among advisers if the bank decides to offload the North Wealth.net platform as part of its potential AXA buy. Advisers who use the Wealth.net platform have the highest level of ...

Planners gain insto help with fee for service

COMPANY RELEASE  |  FRIDAY, 4 JUN 2010
... end of the month. "The 2012 deadline for making the transition to fees may seem like a long way away but, the sooner advisers begin making the transition, the better," he said. "It is not as simple as just changing your FSG and SOA. It is all about understanding ...

Report points to low cost fund future

MICHAEL HOBBS  |  THURSDAY, 3 JUN 2010
... cash flows in four equity mutual fund categories and one category of all bond funds over nine years. US-based Financial advisers and corporate retirement plan sponsors play a large role in the decision making of investors. The research found 56 per cent ...