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Showing 8431 - 8440 of 9822 results for "Advisers"

RetireInvest receives facelift

RUTH LIEW  |  WEDNESDAY, 23 SEP 2009
... executive of the ING-owned RetireInvest, said that retirement planning is RetireInvest's forte, although some of its advisers already provide holistic advice to clients. The move to adopt a broader, streamlined holistic advice strategy was a way to open ...

Matrix cuts licensee fees after profit result

MICHAEL HOBBS  |  TUESDAY, 22 SEP 2009
... existing members and new recruits looking to join the group. "The company is in good shape. We try and make sure that our advisers are also in good shape so this is to further support our members," he said. The discount that each member receives depends ...

Ripoll to headline AFA conference

Members of the Association of Financial Advisers (AFA) will get a chance to discuss the Ripoll Inquiry with the man behind the inquiry himself, after Bernie Ripoll, chair of the Joint Parliamentary Committee on Corporations and Financial Services, agreed ...

Oasis adds two groups and recovers FUM

MICHAEL HOBBS  |  TUESDAY, 22 SEP 2009
... director, said adding the three groups in the past six months is estimated to increase the number of active financial advisers using the platform by 60 per cent. He said the group's funds under management (FUM) had returned to around $5.4 billion, which ...

Premium hires Asia investment specialist

COMPANY RELEASE  |  TUESDAY, 22 SEP 2009
... structured products manager. He had also worked with Westpac Institutional Bank and Macquarie Private Wealth. "With more advisers and clients looking into Asia and specialist investment opportunities, it is prudent for us to have state based representatives ...

BT ramps up SMSF offering

COMPANY RELEASE  |  MONDAY, 21 SEP 2009
... financial planning industry, however platforms needed to cater to the specific compliance, reporting and auditing needs of advisers and their accounting partners to better support the segment. "The needs of SMSF clients can be more complex. "In this ...

Regulators tighten grip on hedge funds

RUTH LIEW  |  MONDAY, 21 SEP 2009
... "common approaches to reporting and other regulatory requirements for key market participants such as hedge funds and their advisers." The two bodies aim to identify a coherent set of data to collect from hedge funds to help the SEC and FSA to monitor ...

Astarra reaches $1 billion milestone

COMPANY RELEASE  |  FRIDAY, 18 SEP 2009
... under management milestone. In a press statement, Sydney-based Astarra attributed the growth of the firm to financial advisers outsourcing their asset management business to Astarra, and its investment strategy. "Our biggest point of difference is not ...

ThreeSixty Research signs on Zenith

COMPANY RELEASE  |  FRIDAY, 18 SEP 2009
... and will assist in the formation of our Approved Investment Lists and research services and solutions distributed to advisers," said head of ThreeSixty Research, Lisa Boyce. ThreeSixty Research's model is based on leveraging external research and marrying ...

OneVue buys 50pc of WealthCraft

RUTH LIEW  |  THURSDAY, 17 SEP 2009
... management firms. The firm's client portfolio includes retail and private banks, insurance companies, independent financial advisers (IFA), and brokerage firms. OneVue is the result of a merger between APA portfolio services, Pentafin and Direct Portfolio. ...