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Showing 8621 - 8630 of 9823 results for "Advisers"

Fitzsimons to head MasterKey Custom

RUTH LIEW | TUESDAY, 17 MAR 2009

... growth," said Waldron. MasterKey Custom is an administration and investment service which helps investors and financial advisers to tailor custom-built solutions. The offer includes MasterKey Custom Superannuation, the MasterKey Custom Investment Service ...

Acacia separates from Linear

MICHAEL HOBBS | TUESDAY, 17 MAR 2009

... operate exclusively under the Acacia Wealth brand. "We consider ourselves to be a boutique because we work closely with the advisers and there's relationships that have been around for many years so having that independence is important," said Cocco. ...

New boutiques, more advisers for NAB

RUTH LIEW | MONDAY, 16 MAR 2009

... recently combined wealth unit of National Australia Bank is on the hunt for new boutique fund managers and top quality advisers following last week's merger announcement of MLC, nab private wealth and nabInvest. Steve Tucker, the new head of the combined ...

NAB merges three wealth units

MICHELLE BALTAZAR | THURSDAY, 12 MAR 2009

... largest multi-manager in the world with more than 8 per cent of global market share based on 2007 figures. More than 3,000 advisers use its products although separately, it also owns planning groups Godfrey Pembroke, Apogee Financial Planning and GWM ...

BT revamps wrap for equities

RUTH LIEW | THURSDAY, 12 MAR 2009

BT Financial Group is heeding its advisers' calls for more efficient equities trading and recently unveiled a three-year program to rework the BT Wrap platform. The three year program, which begins next Monday, will include the introduction of bulk ...

Praemium teams up with BNP Paribas

RUTH LIEW | WEDNESDAY, 11 MAR 2009

... Paribas to create a discretionary and platform service there. ASX listed Praemium partnered with BNP Paribas to target advisers and wealth managers in the UK, according to Praemium managing director Arthur Naoumidis. "There's a whole bunch of discretionary ...

AFA unveils policy committee

RUTH LIEW | TUESDAY, 10 MAR 2009

The Association of Financial Advisers Limited (AFA) has announced the launch of a new committee to work with the Government and the regulator, ASIC. The Committee brings together AFA members and broader industry experts to work on key issues facing ...

US advisers keen on equities

COMPANY RELEASE | TUESDAY, 10 MAR 2009

US based research has found two in five local financial advisers are preparing for an equity market upswing and moving their client's portfolios into shares. Putnam Investments research of 600 financial advisers in the US found 53 per cent of respondents ...

Clients duck for income cover

RUTH LIEW | MONDAY, 9 MAR 2009

... compared with the same period a year ago. "The global financial crisis is a major concern for all and our network of advisers are reporting an increased number of clients who are interested in taking steps to protect their income as much as possible ...

Planners tune in to ETFs

RUTH LIEW | MONDAY, 9 MAR 2009

... can use to hedge currencies, short the market and fixed interest among others, he said. "The good news for fee-based advisers and their clients is that over time, more and more of these US ETFs will become available in Australia," he said. Baker says ...

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Treasury responds to Debelle's review into the AOFM

KARREN VERGARA

Treasury has responded to the Guy Debelle-led review into the Australian Office of Financial Management (AOFM), agreeing to all six recommendations.

Bravura ups guidance, reports earnings increase

RIDDHIMA TALWANI

Bravura Solutions informed investors cost discipline will protect its full year earnings result after a client migrated to a Business Process Outsourcing (BPO) early in the year.

MaxCap hires from Vanguard, AustralianSuper

MATTHEW WAI

MaxCap has welcomed two senior directors, including a portfolio manager from Australia's largest super fund, reporting to the recently named chief executive Kylie Robb.

Zenith snags mandate from Granite Bay

MATTHEW WAI

Granite Bay Private Wealth has selected Zenith Investment Partners to support their investment governance and due diligence.

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Blake Briggs

CHIEF EXECUTIVE OFFICER
FINANCIAL SERVICES COUNCIL

Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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