Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 8611 - 8620 of 9826 results for "Advisers"

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 ...

Henderson Maxwell moves to managed accounts

MICHELLE BALTAZAR  |  THURSDAY, 26 MAR 2009
... account (IMA) or a separately managed account (SMA), we can do the same thing now in 30 seconds." Henderson said four advisers have since approached him who wanted to set up a similar managed account system. "We're seeing this lead from boutique advisers ...

Vanguard expands sales team

COMPANY RELEASE  |  THURSDAY, 26 MAR 2009
... to open a new office in Queensland, while also expanding its service offering to New South Wales and Victorian based advisers. "Vanguard is expanding its distribution team following feedback from advisers and healthy demand for its low-cost index managed ...

Fin advisers grow First State

RUTH LIEW  |  THURSDAY, 26 MAR 2009
Super fund members are turning to financial advice to review their transition-to-retirement strategies, based on the succesful take up of an adviser service piloted by First State Super last year. According to Karen Volpato, marketing manager of the ...

Less tax on financial advice

MICHAEL HOBBS  |  WEDNESDAY, 25 MAR 2009
... Chris Pearce, shadow minister for financial services, superannuation and corporate law, told an Association of Financial Advisers (AFA) luncheon yesterday, that tax deductibility rules around financial advice are mixed as low income super fund members ...

OneVue partners with Super Concepts

COMPANY RELEASE  |  TUESDAY, 24 MAR 2009
... managed super fund (SMSF) specialist, Super Concepts to provide an integrated SMSF administration service that allows advisers to easily meet compliance requirements and invest in a range of different assets. Brett Marsh, OneVue head of transition strategy ...

UK firm launches planner competition

COMPANY RELEASE  |  FRIDAY, 20 MAR 2009
... based, Norwich Union is running a competition targeting university graduates to find the next generation of financial advisers. Norwich Union, soon to be re-branded Aviva, launched The Future Adviser Programme with the Manchester Metropolitan University ...