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Showing 8211 - 8220 of 9822 results for "Advisers"

New mortgage platform to offer top commissions

ALEX DUNNIN  |  THURSDAY, 20 MAY 2010
The heat may be on financial advisers to remove incentive payments and prove they are acting in the best interests of their clients, but for mortgage brokers untouched by these reforms it's business as usual. Licensed Finance Brokers of Australia (LFBA) ...

AR Group appoints CLS

COMPANY RELEASE  |  WEDNESDAY, 19 MAY 2010
... Kurt Smyth, said the firm was appointed as AR's marketing, promotion and distribution partner. AR's clients includes advisers and accountants who provide SMSF services to clients. The group offers a 'one-stop-shop' SMSF service to their clients without ...

Govt consults on advice reforms

GOVERNMENT RELEASE  |  TUESDAY, 18 MAY 2010
... financial planning industry on the Future of Financial Advice reforms - particularly on the accountants exemption and how advisers are charged. The Minister for Financial Services, Superannuation and Corporate Law, Chris Bowen, said he welcomed the industry ...

Addwealth seeks to triple FUA

RUTH LIEW  |  TUESDAY, 18 MAY 2010
... locations... four to five offices in Sydney and three to four in Brisbane and Melbourne. "We'd prefer to have self-employed advisers and we provide the investment solutions and support," he said. According to Foster, the key to opportunistic growth means ...

JANA wins legalsuper mandate

COMPANY RELEASE  |  TUESDAY, 18 MAY 2010
Legalsuper has re-appointed JANA Investment Advisers as its asset consultant for a three-year term. As asset consultant, JANA will continue to provide investment advice and recommendations to support the decision making of legalsuper's board and its ...

AUI boosts retail and insto arms

COMPANY RELEASE  |  TUESDAY, 18 MAY 2010
... becomes head of retail distribution, with responsibility for further expanding AUI's distribution services to financial advisers. Thomas was previously AUI's regional manager for Victoria, Tasmania and South Australia. In his new role, Thomas will be ...

Shadforth ramps up client book-buying strategy

MICHAEL HOBBS  |  MONDAY, 17 MAY 2010
... last month. Shadforth Financial Group has more than $8 billion in client funds under advice serviced by 110 financial advisers.

IOOF adds ETFs to Pursuit

COMPANY RELEASE  |  FRIDAY, 14 MAY 2010
... State Street and BlackRock to its investment menu. "The growth in ETFs in recent times, coupled with demand from our advisers, led to the addition on Pursuit," said Nick Everingham, IOOF head of product. "ETFs are just another way for advisers to provide ...

Purvis attracts SMA mandate with new venture

MICHAEL HOBBS  |  THURSDAY, 13 MAY 2010
... he left the firm and today the investment and ratings company provides research to more than 50 per cent of financial advisers in Australia. Continuing to provide asset allocation research and risk management advice, he advised industry super fund, LUCRF ...

Henderson Maxwell pours $100m into MAs

PRESS RELEASE  |  THURSDAY, 13 MAY 2010
... Administration Services (IAS) solution. The MA services enables Henderson Maxwell to implement a new proposition to clients and advisers that was not achievable using traditional platforms - discretionary portfolio management and transparent fee structures ...