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Showing 8541 - 8550 of 9822 results for "Advisers"

Fin advice satisfaction down: Lifeplan

COMPANY RELEASE  |  WEDNESDAY, 3 JUN 2009
... responses from 400 people, also showed a gap between how younger and older clients viewed the services provided by their advisers. "A breakdown of the findings reveals investors aged 30 to 44 years showed the least decline in perception of the performance ...

Merger creates 18,500 adviser force

RUTH LIEW  |  TUESDAY, 2 JUN 2009
... go-ahead to the Morgan Stanley Smith Barney joint venture - a move that will create a global organisation with 18,500 advisers. The deal between Citi for Smith Barney and Morgan Stanley was closed last night. In turn, the new Morgan Stanley Smith Barney ...

FIRSTUNITY sets up Brisbane shop

PRESS RELEASE  |  TUESDAY, 2 JUN 2009
Boutique financial advisory firm FIRSTUNITY Wealth Management has opened a Brisbane office with four financial advisers. Mario Andrado, Terry Blaser, David Lane and John Whelan were appointed executive directors of the firm's Brisbane office. "The opening ...

Mortgage fund managers review their options

WWW.THESHEET.COM  |  FRIDAY, 29 MAY 2009
... invest for fixed terms in future. IFSA deputy chief executive John O'Shaughnessy said managers were in active talks with advisers and were waiting for feedback from the market before making changes to their funds. Deverall said that once the liquidity ...

Hillross selects Macq platform

MICHAEL HOBBS  |  FRIDAY, 29 MAY 2009
... the Hillross suite. John McMurdo, managing director at Hillross, said the additional platform would provide the group's advisers with greater flexibility and more choice. Hillross has around 300 financial advisers spread across more than 110 practice ...

TOWER profit down, life business up

COMPANY RELEASE  |  THURSDAY, 28 MAY 2009
... business has carried is very well through this difficult period," he said. "TOWER Australia's business through financial advisers is growing strongly from strengthened capability and increased consumer demand." Minto highlighted the development of the ...

Aviva flies ETF flag

COMPANY RELEASE  |  THURSDAY, 28 MAY 2009
... These options were added following increasing interest and adviser requests. "ETFs have become very popular recently. Advisers will now be able to provide their clients with more investment options as they will have access to a range of ETFs," said Aviva's ...

AFA conference to focus on leadership

MICHELLE BALTAZAR  |  WEDNESDAY, 27 MAY 2009
The Association of Financial Advisers (AFA) highlights the importance of strong leadership skills at this year's conference, with keynote speakers including Darren Flanagan, the man behind the Beaconsfield mine rescue and Peter Baines, who helped lead ...

Macq opens fin planning consultancy

MICHAEL HOBBS  |  TUESDAY, 26 MAY 2009
... revenue, which on average fell by 20 per cent. At the same time, the studies found seven out of 10 boutique financial advisers felt a well articulated value proposition is critical to running a good business. "The research uncovered the specific areas ...

Undue credit

BENJAMIN ONG  |  MONDAY, 25 MAY 2009
... unwilling - to downgrade structured assets, banks and financial institutions. Some mere mortals -- fund managers, financial advisers and other finance professionals - would be put under watch or shown the door at the first hint of red ink on their clients' ...