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Showing 8581 - 8590 of 9822 results for "Advisers"

AustChoice boosts tech for transparency

RUTH LIEW  |  TUESDAY, 28 APR 2009
... to enhance the management of client accounts and business practices. Online reporting has been tweaked and improved. Advisers now have access to real time data with the ability to generate an online report and view live data generated directly from the ...

Govt drafts new credit regime

MICHAEL HOBBS  |  TUESDAY, 28 APR 2009
... Under the bill, banks, credit unions, finance companies and other lenders will be classified. Credit providers, credit advisers, mortgage brokers and credit brokers will be categorised as credit service providers and required to hold an ACL. Senator ...

ITC targets Gen Y with trees

MICHAEL HOBBS  |  MONDAY, 27 APR 2009
... make additional contributions to superannuation after the HECS debt has been paid off. "This strategy enables financial advisers to target the sons and daughters of their existing clients," said Cowie. Another reason to consider forestry investments ...

Bankwest planners join CFS

RUTH LIEW  |  FRIDAY, 24 APR 2009
Bankwest's financial advisers will officially become part of Colonial First State by the first week of July, but will continue trading under the Bankwest brand. Bankwest announced yesterday that its 57 Personal Financial Advisers will align with Commonwealth ...

Aviva names SMA distribution head

COMPANY RELEASE  |  FRIDAY, 24 APR 2009
... manager, investment products. He will be responsible for providing training and educating distribution staff and financial advisers on Aviva's investment products, including the group's SMA offering, which will be launched in the middle of this year ...

Matrix selects BT Wrap

COMPANY RELEASE  |  THURSDAY, 23 APR 2009
... online and direct capabilities, life insurance functionality and investment range stood out as benefits to the firm's advisers. "We continue to have a strong relationship with our alternative platform provider, Oasis. However, our inflows have grown ...

Defensive model portfolios in vogue

RUTH LIEW  |  THURSDAY, 23 APR 2009
Advisers are increasingly turning to model portfolios as the backbone of their research in the construction of defensive investment strategies, said an industry expert. Paul O'Connor, director of fund services at Standard & Poor's, said the firm is ...

Praemium and Heffron join forces

MEDIA RELEASE  |  WEDNESDAY, 22 APR 2009
... this challenging financial marketplace," said Praemium managing director, Arthur Naoumidis. "We are finding that more advisers and accountants are seeking high quality, comprehensive relationships with their SMSF service providers. Our respective services ...

Joint Committee has consumer loans in its sights

WWW.THESHEET.COM  |  TUESDAY, 21 APR 2009
... Prime and Storm Financial. The review, which is due to report in November, will have particular reference to the role of advisers, the regulatory environment, the role played by commission arrangements and the role played by marketing and advertising ...

Best of the best at Securitor

RUTH LIEW  |  MONDAY, 20 APR 2009
... would be considered best practice, according to Securitor. "All our winners show that even during tough economic times, advisers can and should achieve the highest compliance ratings." "What makes such excellence and industry leadership so significant ...