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Showing 8501 - 8510 of 9822 results for "Advisers"

CommInsure launches insurance WriteAway

MICHELLE BALTAZAR  |  WEDNESDAY, 22 JUL 2009
... electronic-based platforms. However, Browne said that their system differs because it is a "true end-to-end process for advisers". "It allows them to sit through the first interview with their client, capture data...and be able to issue policy numbers ...

Macq Private Wealth seeks advisers and alliances

RUTH LIEW  |  WEDNESDAY, 22 JUL 2009
... Wealth is on the hunt for more strategic alliances and looking to add to its adviser numbers. MPW, which currently has 426 advisers, full service stockbrokers and private bankers in Australia and New Zealand, most recently formed a strategic alliance ...

Planners prepare for retirement shock

MICHELLE BALTAZAR  |  MONDAY, 20 JUL 2009
... change could be forced into the industry," said McKeon. One planning firm that's taken the issue seriously is WealthSure Advisers, a planning firm with over $3 billion in funds under advice and more than 300 financial planners nationally. The group's ...

X-rays on APLs for Matrix advisers

COMPANY RELEASE  |  THURSDAY, 16 JUL 2009
Matrix Financial Solutions advisers are now able to see the underlying assets, investment strategies and currency risk of products in their approved products list, as part of the dealer group's latest research tool upgrades. The new research tools identify ...

Better insurance tech from IRESS

COMPANY RELEASE  |  THURSDAY, 16 JUL 2009
... premium validation and the delivery of in-force policy information to the adviser desktop. The initiative will allow advisers to confirm the premium returned by IRESS' risk research software with CommInsure, and receive a complete quote for the client. ...

Oasis looks to SMAs and ETFs

RUTH LIEW  |  WEDNESDAY, 15 JUL 2009
... direct shares offering - a move that is in line with increasing adviser calling for better direct shares services. "[Advisers] are very much exploring the use of going direct as opposed to just fund managers. "Clearly a lot of independent financial advisers ...

Platform money flows back into markets

MICHAEL HOBBS  |  WEDNESDAY, 15 JUL 2009
... Australian markets and among that is a mix of active and index strategies, in fact indexing is getting a real go by financial advisers," he said. "We're seeing a real drive back into simplicity although we are starting to see the good active managers ...

ASIC charts margin lending requirements

MICHAEL HOBBS  |  TUESDAY, 14 JUL 2009
The regulator has released two proposals on the training conditions for financial advisers and requirements for firms dealing in margin lending products. The Australian Securities and Investments Commission (ASIC) released the Consultation Paper 108 ...

Timbercorp investors get $50k aid

RUTH LIEW  |  MONDAY, 13 JUL 2009
... harvest at the timber plantations," said Grahame Evans, managing director of the $15.8 billion PIS. PIS, along with its advisers and associated firms, have so far poured between $70,000 and $80,000 into the Timbercorp Growers Group. The dealer group ...

Investors shift more money outside super

RUTH LIEW  |  WEDNESDAY, 8 JUL 2009
... changes to super have prompted clients to boost investments outside of super to fund their retirement, said Centric Wealth advisers. According to Anne-Marie Esler, technical services manager at Centric Wealth which has $4.9 billion in funds under advice ...