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Showing 8351 - 8360 of 9822 results for "Advisers"

Matrix tags NBG for mortgages

COMPANY RELEASE  |  TUESDAY, 1 DEC 2009
... secured a preferential mortgage aggregation arrangement with National Brokers Group (NBG). The partnership supports Matrix advisers with mortgage businesses by giving them access to NBG's lending rates as well as a preferential fee split with the aggregator. ...

BT adds 33 new funds to Wrap Essentials

COMPANY RELEASE  |  TUESDAY, 1 DEC 2009
... "The new asset classes, fund managers and simpler insurance application process are being eagerly anticipated by our advisers," he said. Head of BT Wrap, Chris Freeman, said adviser demand for easy access to investment essentials for their 'wealth accumulator' ...

Advisers want to keep commissions: research

COMPANY RELEASE  |  MONDAY, 30 NOV 2009
Nearly two thirds of financial advisers don't believe commissions should be stamped out, according to research from CoreData that polled over 200 advisers and practice principals. Following the release of the Ripoll Inquiry earlier this month, the research ...

UniSuper rolls out advice service

COMPANY RELEASE  |  MONDAY, 30 NOV 2009
... New South Wales and Queensland. The super fund's UniSuper Advice service is run on a fee for service basis where all advisers are paid a salary and will not receive commissions. Financial advisers can provide advice on superannuation strategies, wealth ...

IOOF eyes more cost cutting

MICHAEL HOBBS  |  MONDAY, 30 NOV 2009
... roadmap for product rationalisation that will see platforms reduce over time," he said. "We are working with the financial advisers and clients that use these platforms to ensure any changes we make continue to meet their needs." When the firm announced ...

Planners should already be fiduciaries

ALEX DUNNIN  |  MONDAY, 30 NOV 2009
... industry digests the Ripoll Report and the focus shifts to the core question of what fiduciary responsibility means for advisers, a leading superannuation author says advisers accepting commissions as payments are already breaching these obligations. ...

Mariner veteran sets up A3L

RUTH LIEW  |  FRIDAY, 27 NOV 2009
... "55-plus" category, he said. A3L is the result of more than a year's work of planning by the Aviiid management team, advisers and its commercial partners. The firm aims to create a "symbiotic relationship" that ties together key stakeholders in the venture ...

Shadforth eyes direct shares

MICHAEL HOBBS  |  FRIDAY, 27 NOV 2009
... Shadforth Financial Group is looking to appoint an external firm to provide direct shares capabilities to its financial advisers and is also reviewing its broking business in a bid to provide different levels of advice to a wider range of clients. The ...

Invesco launches unhedged global REIT fund

COMPANY RELEASE  |  THURSDAY, 26 NOV 2009
... is the income distributions are not reduced by FX losses, which can diminish income in the fund. "In discussions with advisers, it was obvious that many still use property in a client's portfolio to provide stable income. With the volatility of the Australian ...

AXA unveils new group insurance website

COMPANY RELEASE  |  THURSDAY, 26 NOV 2009
... was to improve the service experience while boosting on-line functionality and reporting. "The enhancements will enable advisers to search for policy documents on-line which will be useful for complicated plans like master trusts, where each sub-plan ...