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Showing 8601 - 8610 of 9822 results for "Advisers"

ING unveils CGT calculator

RUTH LIEW AND MICHAEL HOBBS  |  TUESDAY, 7 APR 2009
Financial advisers looking for a projection of their clients' capital gains can now do it all online, following the launch of ING Australia's CGT calculator on its OneAnswer platform. ING today unveilled an online capital gains calculator that allows ...

Disclosing conflicts not enough: APRA

ALEX DUNNIN  |  TUESDAY, 7 APR 2009
... or licensees have a stake in a service provider and where beneficiaries might be impacted by the role of professional advisers. But APRA cautioned these examples were not exhaustive and that it's up to trustees and licensees to ensure all their potential ...

PIS adds Olicc software

MICHAEL HOBBS  |  FRIDAY, 3 APR 2009
... Solution will be integrated with PIS' Commission Lodgement and Advice Document Lodgement System. This will allow financial advisers to reduce costs and time by tracking key business processes such as revenue and commissions more effectively. Specifically ...

UPDATE: Prime Super drops $14m mandate

RUTH LIEW  |  FRIDAY, 3 APR 2009
... market and structured product investment opportunities following the advice of the fund's asset consultant, Access Capital Advisers. Editor's note: This is an updated version of an article that appeared on Financial Standard online on 7 April, 2009.

Make love not leverage

... new home sales released late last month. Of course, other indicators continue to be depressing. The ADP/Macroeconomic Advisers survey showed that private employment fell by 742,000 in March following a decline of 706,000 in February. Too, US construction ...

Zurich upgrades insurance suite

COMPANY RELEASE  |  WEDNESDAY, 1 APR 2009
... Services Australia improves the pricing of its life insurance products and revamps the firm's software to allow financial advisers to write insurance faster. The firm has cut the price of death cover and reduced the premium for TPD insurance. However ...

Tech unclogs insurance bottlenecks

MICHELLE BALTAZAR  |  TUESDAY, 31 MAR 2009
... an application that can be used across Asteron's Lifeguard suite, not just on specific products, and helps financial advisers to complete the insurance application faster. "The technology removes the inefficiencies and the costs of manual processing ...

AFS school boosts revenues by 27 pc

COMPANY RELEASE  |  TUESDAY, 31 MAR 2009
... School this year. In fact, the dealer group plans to conduct a record 300 individual learning and development programs for advisers and practice principals this year. "[AFS advisers] must significantly invest in ongoing personal and professional development ...

FPSA tenders for managed accounts

RUTH LIEW  |  MONDAY, 30 MAR 2009
... approximately $1.4 billion in funds under advice, is on the hunt for a managed account provider that would enable its advisers to provide a managed account service to clients. "We're looking to build a managed accounts functionality - to [build] reactive ...

The ABC of trustee duty

RUTH LIEW  |  FRIDAY, 27 MAR 2009
... Australasia to offer the Accredited Investment Fiduciary course - a program aimed at trustees, investment committee members and advisers on how to discharge a trustee's "investment governance" responsibilities. "The investment of super money is one of ...