Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 8301 - 8310 of 9822 results for "Advisers"

Planners can fix their poor public image

ALEX DUNNIN  |  THURSDAY, 25 FEB 2010
... the community and deliver a consistent public message. Richard Klipin, chief executive of the Association of Financial Advisers (AFA) said planners should recognise that their collective reputations have been damaged by the investment calamities of such ...

AFA awards top insurers

MICHELLE BALTAZAR  |  THURSDAY, 25 FEB 2010
The Association of Financial Advisers (AFA), in association with Plan for Life, has announced the winners of this year's AFA/Plan for Life 2009 Life Company of the Year Awards. It was certainly the year for CommInsure, which took not just the Platinum ...

Vanguard ETFs reach $100m mark

COMPANY RELEASE  |  WEDNESDAY, 24 FEB 2010
... most pleasing aspect of the uptake of Vanguard ETFs is that it is showing that a growing number of investors and their advisers are appreciating the portfolio benefits of indexing and the flexibility ETFs offer. Our team has been particularly focused ...

AXA overseas recruitment drive slows

MICHAEL HOBBS  |  WEDNESDAY, 24 FEB 2010
... "It's slowed a little because there has been less of our practice principles, particularly last year, appointing new advisers to their businesses," he said. "We're still seeing a reasonable amount of interest from those two countries." Williams said ...

QIC taps lifecycle strategies

COMPANY RELEASE  |  TUESDAY, 23 FEB 2010
... Joining Drew at QIC to work on this initiative will be Evan Reedman, former head of asset allocation at JANA Investment Advisers and Adam Walk, previously senior manager, investment services at QSuper. The team plans to be fully operational by mid-April. ...

Coin upgrades SoA services

COMPANY RELEASE  |  THURSDAY, 18 FEB 2010
Coin Software has rolled out a new Comprehensive Statement of Advice (SoA) template to help financial advisers with their admin needs. The launch was part of an upgrade for Coin Office v3.4. The Comprehensive SoA template allows advisers to provide ...

Powerwrap to ease corporate actions hassles

MICHELLE BALTAZAR  |  WEDNESDAY, 17 FEB 2010
... less satisfactory for equities on a number of levels. Our approach plays to the strengths of both structures, providing advisers a more efficient, integrated solution," said Andrew Varlamos, chief executive at Powerwrap. Varlamos said the new service ...

IMA research lag hampers investors

RUTH LIEW  |  WEDNESDAY, 17 FEB 2010
... market, for now. "What's effectively happened is that clients who adopt IMAs, make their own decisions or [depend on] advisers who make those decisions. "That lack of research has excluded the people in the market who aren't able to make their own decisions ...

Planners sidelined for self-investing strategies

RUTH LIEW  |  WEDNESDAY, 10 FEB 2010
... Markets found a growing number of investors who preferred to take their investments into their own hands - sidelining advisers and brokers in favour of independent research and listening to their families and friends. Around 70 per cent of traders classed ...

Synchron grows adviser base by 40pc

COMNPANY RELEASE  |  TUESDAY, 9 FEB 2010
Non-aligned dealer group Synchron has increased its adviser numbers by 40 per cent with the appointment of 44 new advisers last year. Synchron now has 154 advisers. The dealer group aims to have 200 advisers on board by Christmas 2010. Of these, 20 ...