Search Results | Showing 8431 - 8440 of 9822 results for "Advisers" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... "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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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. ... |
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