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Showing 8251 - 8260 of 9822 results for "Advisers"

Shadforth buys SA planning firm

COMPANY RELEASE  |  FRIDAY, 16 APR 2010
... the group in the last 12 months. Shadforth has over $8 billion of client funds under advice serviced by 110 financial advisers at 15 locations around Australia. Walmsley Halligan is located in Mt Gambier, where the business provides services to client ...

Equipsuper to merge with Vision Super

RUTH LIEW  |  THURSDAY, 15 APR 2010
... investment specialists from both funds will manage the combined investments. Equipsuper currently contracts Jana Investment Advisers as its asset consultant, while Vision Super uses Frontier Investment Consulting. Andrew Fairley, Equipsuper chairman ...

Super too complex to handle

MICHELLE BALTAZAR IS A MEDIA GUEST AT THE SECURITY ANNUAL CONFERENCE IN ADELAIDE  |  THURSDAY, 15 APR 2010
... will always be a degree of complexity that's in place... these are the things that'll drive the need for clients to seek advisers and, despite all these challenges, good advice is still worth it," he said. According to a KPMG Econtech study last October ...

Fin Simplicity upgrades software

PRESS RELEASE  |  THURSDAY, 15 APR 2010
... documents for clients and implement complex research model-compliant portfolio adjustment across the client base. "Wealth advisers are looking to add demonstrable and quantifiable value to sustain on-going advisory fees," said Stuart Holdsworth, managing ...

Investors get $250m compensation for crook advice

FSA RELEASE  |  TUESDAY, 13 APR 2010
... the watchdog's enforcement division as a result of pension switching work. Digging deeper into the issue, the FSA found advisers were offering "portfolio advice services" where the additional costs were not justified for a particular customer. Some advisers ...

MoneyForLife ups ratchet frequency

COMPANY RELEASE  |  TUESDAY, 13 APR 2010
... the flexibility associated with an allocated pension. "Since the launch last October, ING Australia has spent time with advisers providing details on the benefits and advantages of this product to investors," said David Kan, general manager, retirement ...

OneVue and BGL to white label UMA

MICHAEL HOBBS  |  TUESDAY, 13 APR 2010
... Corporate Solutions have teamed up to develop a unified managed account (UMA) for Australian Financial Services Group (AFS) advisers. Both companies plan to white label the product to other financial advice dealer groups. The service, UMA Select, provides ...

Can fee-for-service insurance advice work?

MICHELLE BALTAZAR  |  MONDAY, 12 APR 2010
... "Fee for service is an agreement whereby the client has to pay you [adviser] even if the application fails. For a lot of advisers, it might be well be a recovery of cost but it will be unpopular with the client if you don't succeed," said Ray White ...

HUB24 wins Sentry mandate

COMPANY RELEASE  |  MONDAY, 12 APR 2010
... and provide the dealer group's planners with access to a wide range of choice options. Hills is confident that Sentry advisers will support and use the new HUB24 UMA facility to boost their marketplace and client service offering. HUB24 was established ...

Former St.George WM chief quits BT

COMPANY RELEASE  |  MONDAY, 12 APR 2010
... will be general manager, advice with responsibility for Westpac and St.George financial planners, personal insurance advisers, independent financial advisers and dealer groups. Meanwhile, Jan Swinhoe will continue to lead Westpac Private Bank and Rebecca ...