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| | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... "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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
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