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Showing 8401 - 8410 of 9822 results for "Advisers"

Chinese Australians return to the East

RUTH LIEW  |  THURSDAY, 15 OCT 2009
... Index returned 2.8 per cent over one year, and 20.4 per cent in the last six months. The performance has certainly caught advisers' eyes, as proven by the healthy take up of the firm's Premium China Fund and more recent Chinese property fund. "China ...

Prevention better than the cure: Asteron

MICHELLE BALTAZAR  |  WEDNESDAY, 14 OCT 2009
... another web initiative, Asteron's general manager Jordan Hawke said it's about setting a new tone in the way financial advisers can talk to their clients about insurance. "This is about taking a genuine interest in the client's [welfare] rather than ...

OneVue adds DNR

COMPANY RELEASE  |  WEDNESDAY, 14 OCT 2009
... Nicol Reid MAx, Managed Account Xertus, portfolio mandates to its managed account. Dalton Nicol Reid provides financial advisers with monthly mandate updates, detailed audio updates and stock change advice. Charles Cornish, executive at Dalton Nicol ...

Sentry buys AFG Financial Planning

COMPANY RELEASE  |  WEDNESDAY, 14 OCT 2009
... $2.2 billion. ING Australia-backed Sentry Group acquired Australia Finance Group Financial Planning, which has over 190 advisers with offices in all Australian states. Commenting on the announcement, Sentry chief executive Murray Hills said the acquisition ...

Coin signs Suncorp Life for three yrs

COMPANY RELEASE  |  TUESDAY, 13 OCT 2009
... Financial Planning, Cameron Walshe, Suncorp Corporate Agents and Suncorp Bank Financial Planners, which represents over 400 advisers and staff. Coin allows advisers to access, consolidate and communicate investment, superannuation, insurance and estate ...

Financial Facts rumoured to close shop

RUTH LIEW  |  MONDAY, 12 OCT 2009
... wealth management business by ANZ - a rumour an ING spokesperson has denied. Financial Facts, which provides services to advisers from Tandem, Millenium3 and ING Financial Planning, is rumoured to close its operations by the end of this year. Industry ...

Thin line between values and money

MICHELLE BALTAZAR  |  MONDAY, 12 OCT 2009
... giving that a lot to charity," he said. While not everyone dreams of the same lofty goals, Musgrave said it's easy for advisers to underestimate how much leaving a "legacy" is important for many people. "You have to ask the right questions. A lot of ...

Realindex hits $1 bn FUM

MICHAEL HOBBS  |  MONDAY, 12 OCT 2009
... Boston. "We will continue to invest in people and systems to deliver value to institutional and retail clients and their advisers over the long-term," said Francis.

GSJBW hires key account manager

COMPANY RELEASE  |  MONDAY, 12 OCT 2009
... Sydney, Johnston will assist Goldman Sachs JBWere in developing relationships with dealer groups, platforms and financial advisers. Phil Gardner, head of distribution at Goldman Sachs JBWere Asset Management, said Johnston has joined the firm when it ...

Financial advisers need more support: Wright

MICHAEL HOBBS  |  FRIDAY, 9 OCT 2009
The financial advice industry should provide more support and counseling services to financial advisers that are over-stressed, said an industry executive who criticised the industry's response to assisting its advisers. Kylie Wright, partner at Ulton ...