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| | | ... moving on a few key issues the government has already flagged. "Companies must evolve, as must financial planners and advisers. Those that do, and do so quickly, will prosper," said Mason. Amid this raft of changes, Dunn maintained the current environment ... |
| | | | The Salisbury Group is on target to exceed the dealer group's recruitment target of 16 financial advisers for the financial year. The boutique dealer group recruited 15 financial advisers since the beginning of the financial year, four of those since ... |
| | | | ... Advice Network, said the award is the highest honour the AXA Financial Advice Network can bestow on one of the firm's advisers. "Each year we assess professional and practice development, feedback from colleagues and the contribution made by the individual ... |
| | | | Advisers must continuously improve their soft skills particularly at a time when their clients are not only seeking advice on investments but also around insurance and claims. David Dow, manager learning design and development of AXA Australia, said ... |
| | | | Aviva Australia has developed a program that provides all the tools financial advisers will require to adequately service the investment and insurance demands of small to medium enterprises (SME). The program, SME Professionals, is broken up into two ... |
| | | | ... netwealth director of distribution and marketing Matt Heine, the changes were implemented following the feedback of its advisers. "The main criteria we look at when adding a fund, is adviser dealer support and research," he said. "We are driven by advisers' ... |
| | | | The netwealth group appointed former Genesys Wealth Advisers executive, Keat Chew to head of technical services, as part of a strategy to develop a technical services division. This is the first time the group has hired a technical services manager. ... |
| | | | Cameron Stockbrokers is on the hunt for more advisers and brokers while it establishes a formal investment committee to lead the firm's investment strategy. The 30-adviser strong Cameron Stockbrokers, now led by former AMP Capital Investors head of ... |
| | | | ... investment officer of DNR, said that there's no doubt that the managed accounts market is booming as investors pressure advisers for more transparency about their underlying investments. This drive for more MA services opened the door for DNR to be signed ... |
| | | | ... The system also allows for electronic signatures and supporting documents can now be attached electronically. Financial advisers can search for a client's doctor with the smallest amount of information after the OneCare Express integrated with the Australian ... |
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