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Showing 8331 - 8340 of 9822 results for "Advisers"

Sentry selects van Eyk

COMPANY RELEASE | MONDAY, 18 JAN 2010

... $2 billion in funds under management. The deal gives Sentry's more than 185 practices, which encompass 330 financial advisers, access to iRate, van Eyk's investment research portal, as well as investment consulting advice for model portfolio creation. ...

Netwealth buys $700m FUA planning firm Bridgeport

MICHAEL HOBBS | MONDAY, 18 JAN 2010

... Bridgeport has offices in Adelaide, Melbourne, Sydney, Canberra, Brisbane and Coffs Harbour that employ 12 salaried financial advisers servicing over 8,000 clients with more than $700 million funds under advice. As a result of the deal, Bridgeport will ...

Add some sugar, then blend

COMPANY RELEASE | FRIDAY, 15 JAN 2010

Fidelity International has launched three online applications that can help financial advisers compare how their client's investment returns could change depending on the mix of managed funds, or exposure to China and India, within their portfolios. ...

Planners locked out of SMSFs

MICHAEL HOBBS | WEDNESDAY, 16 DEC 2009

... Cavendish Superannuation, a firm that provides administration services to SMSFs, said the proposal could shut out financial advisers who don't operate on a fee-for-service model for SMSFs. He added the remuneration proposal could reduce the pool of financial ...

Cooper Review calls for SMSF structure overhaul

MICHAEL HOBBS | TUESDAY, 15 DEC 2009

... and offered suggestions to address this. Finally, tthe paper called for raising the education standards of financial advisers that offer SMSF advice. Industry reaction In response, Graeme Colley, national technical manager at ING Australia, said a dispute ...

DNR aboard HUB24 platform

COMPANY RELEASE | TUESDAY, 15 DEC 2009

... robust technology solution, sound business model and makes the provision of managed accounts efficient for asset managers, advisers and investors." Dalton Nicol Reid has approximately $550 million under management as at end of November 2009.

CFS promotes Fin Wisdom GM

COMPANY RELEASE | TUESDAY, 15 DEC 2009

... Hansen, head of strategic research and advocacy. Colonial First State's advice business includes more than 1,100 financial advisers with $32 billion in funds under advice.

AMP and AXA SA propose final offer

MICHAEL HOBBS | MONDAY, 14 DEC 2009

... businesses would represent over 4,000 aligned or owned financial planners and access to around 7,500 independent financial advisers in Australia and New Zealand. AXA Asia Pacific's share price rose more than 1.5 per cent to $5.90 per share in early morning ...

Planners want insurance integration

RUTH LIEW | FRIDAY, 11 DEC 2009

... continue to be conducted directly with planners' insurance providers. But this situation is changing - two-thirds of 1,400 advisers say they would prefer to transact through their planning software or investment platform. Integration is not a new theme ...

Macquarie Wrap notches up 10 years

COMPANY RELEASE | THURSDAY, 10 DEC 2009

... years. The platform has more than 240 dedicated staff that attend to roughly 40,000 incoming and outgoing calls from advisers and clients each month. In addition, the platform manages over 6,000 transactions each working day. Macquarie Wrap counts around ...

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Treasury responds to Debelle's review into the AOFM

KARREN VERGARA

Treasury has responded to the Guy Debelle-led review into the Australian Office of Financial Management (AOFM), agreeing to all six recommendations.

Bravura ups guidance, reports earnings increase

RIDDHIMA TALWANI

Bravura Solutions informed investors cost discipline will protect its full year earnings result after a client migrated to a Business Process Outsourcing (BPO) early in the year.

MaxCap hires from Vanguard, AustralianSuper

MATTHEW WAI

MaxCap has welcomed two senior directors, including a portfolio manager from Australia's largest super fund, reporting to the recently named chief executive Kylie Robb.

Zenith snags mandate from Granite Bay

MATTHEW WAI

Granite Bay Private Wealth has selected Zenith Investment Partners to support their investment governance and due diligence.

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Blake Briggs

CHIEF EXECUTIVE OFFICER
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Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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