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Showing 8441 - 8450 of 9822 results for "Advisers"

Guardian appoints regional manager

COMPANY RELEASE  |  THURSDAY, 17 SEP 2009
... practice management, and has also operated under his own AFSL. "In his role Mike will be actively working with our current advisers using practice development initiatives designed to unlock the opportunities currently presenting themselves in the financial ...

RetireInvest hires Strategy Steps

COMPANY RELEASE  |  THURSDAY, 17 SEP 2009
... appointment will have a significant impact on our existing proprietors and their businesses and also builds on our offer to advisers who decide to join us," said RetireInvest chief executive, Paul Campbell. RetireInvest has opened eight new locations ...

Zurich launches heart awareness campaign

COMPANY RELEASE  |  WEDNESDAY, 16 SEP 2009
Zurich is launching a heart health awareness campaign directed at financial advisers to help clients learn about heart-related diseases risks. Men fare worse than women with this distorted perception on their health status, according to results released ...

Aviva enhances Protectionfirst

COMPANY RELEASE  |  WEDNESDAY, 16 SEP 2009
... able to meet the expectations of policy holders when they need it most. "Flexible cover options will make it easier for advisers to illustrate the real value of long term affordable protection for their clients," said Hannah. The enhancements are available ...

FPA meets with Capstone on remuneration

COMPANY RELEASE  |  TUESDAY, 15 SEP 2009
... information on the proposed changes and also the FPA's submission to the Parliamentary Joint Committee. "We want our advisers to be on the front foot in managing change. Practices that are slow to adapt to necessary changes could see their business suffer," ...

Garvan and Apogee adopt fee for service

RUTH LIEW  |  TUESDAY, 15 SEP 2009
... to the statement, more than 70 per cent of MLC's new business is now written on a fee for service basis. "While many advisers in the Garvan/MLCFP and Apogee networks are already operating on a fee based model for investments and superannuation, we want ...

Coin partners Lonsec research

COMPANY RELEASE  |  TUESDAY, 15 SEP 2009
... re-keyed, which saves time when preparing statements of advice (SoA). "By integrating Lonsec's research into Coin Office, advisers will have easier access to the data and tools to consolidate and more clearly communicate information to their clients ...

Evans and Partners signs on to IRESS

COMPANY RELEASE  |  FRIDAY, 11 SEP 2009
... Partners implemented the change of technology over a period of eight weeks. Within the integrated IRESS desktop, investment advisers at Evans and Partners gain functionality covering market data; order management; portfolio modelling, mandate management ...

Fiducian improves online platform

COMPANY RELEASE  |  FRIDAY, 11 SEP 2009
... Fiducian Portfolio Services has upgraded its online platform interface to improve reporting and transaction services for advisers. Now in its ninth year of providing online services, Fiducian Online's latest release include improved reporting and client ...

Centric Wealth chief quits

RUTH LIEW  |  WEDNESDAY, 9 SEP 2009
... business in Australia. He was also director of Investec Management (Australia), Investec Capital and Investec Private Advisers. Centric Wealth has around $5 billion in funds under advice and 62 advisers, according to information on the firm's website. ...