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Showing 8681 - 8690 of 9826 results for "Advisers"

Olicc wins Shadforth

MICHELLE BALTAZAR | WEDNESDAY, 28 JAN 2009

... tracking programs, across its 22-practice network. Olicc's Enterprise Comtrac engine will enable SFG's 112 financial advisers and 60 support staff to enter client and revenue details through its existing customer relationship management (CRM) system ...

Communication top priority for 2009

RUTH LIEW | TUESDAY, 27 JAN 2009

... as we continuously review their situations," she said. Fox and Riegelhuth are members of the Association of Financial Advisers GenXT team, which will be part of the AFA GenXt Kickstart Roadshow 2009. Some of the issues covered in the roadshow include ...

Advisers happier with wrap service

MICHAEL HOBBS | THURSDAY, 22 JAN 2009

The number of satisfied financial advisers using Macquarie Wrap has increased by seven per cent to 91 per cent over a one-year period. The research, found 93 per cent of advisers are satisfied with the telephone support they have received and almost ...

End 'set and forget' strategy: van Eyk

MICHAEL HOBBS | WEDNESDAY, 21 JAN 2009

... the strategic research unit, said financial planners must be more proactive in their portfolio management. "Financial advisers cannot rely on the set and forget model. Active management will be very important, these are very dynamic and uncertain economic ...

Dealer groups bank on strong balance sheets

MICHAEL HOBBS | TUESDAY, 20 JAN 2009

... profit for the six months to December last year. Again, like TSG and Snowball, Daly said Australian Financial Services advisers don't have a large exposure to margin loans. "Some do, but it's about knowing your customer, what they're attitude is to it ...

Rainmaker coverage tops 25,000 options

... on their assets. Keevers said while super fund comparisons tend to focus on a small number of multi-manager choices, advisers who tailor portfolios around specific client need more detailed information. Responding to demand, Rainmaker's Compare Online ...

Aviva SMA gets adviser tick

RUTH LIEW | MONDAY, 19 JAN 2009

... the group is currently at the end of the IT build of its SMA offering - a solution that so far has the tick of its top advisers. "What we're trying to do is build a solution for customers and advisers, and I think nobody's got it [tapping the SMA market] ...

ING Aus buys IFA Securities

COMPANY RELEASE | THURSDAY, 15 JAN 2009

... North Sydney. Under the move, the group will be integrated into Millenium3, one of ING's planning groups. IFA has 32 advisers, bringing Millenium3's adviser numbers to 732.

North awarded 'very strong' S&P rating

MICHAEL HOBBS | WEDNESDAY, 14 JAN 2009

... increase" in new business for North during last year amid increasingly volatile markets. According to AXA, financial advisers had submitted 1,342 North applications by November last year. More than 100 financial planning dealer groups are writing North ...

AMP forays into SMAs

RUTH LIEW | WEDNESDAY, 14 JAN 2009

... how investors see these platforms." AMP has been piloting the product for a while and while sales to date are "modest", advisers are showing keen interest in the AMP Personalised Portfolio, he said. The product offers more than 25 SMA model portfolios ...

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Federal Court lifts Merhi's travel ban

KARREN VERGARA | 12:25PM

Former financial adviser Ferras Merhi is now free to travel as the Federal Court lifted travel restraint orders imposed one year ago.

Hostplus delivers double-digit FY26 returns

RIDDHIMA TALWANI | 12:30PM

Hostplus Balanced (MySuper) option delivered members 10.8% for the financial year 2025-26, while the Indexed Balanced option and the High Growth option returned members 11.06% and 12.61% respectively.

ASIC levy estimates jump 19% as regulator ramps up funding

VINNY VUCAGO | 12:21PM

ASIC has lifted its estimated industry funding levy by almost 20% for 2025-26, with regulated entities expected to shoulder $400.5 million in regulatory costs as the corporate watchdog expands its supervision and enforcement activities.

GQG bleeds over US$7bn in FUM in June

MATTHEW WAI | 12:13PM

Despite recording positive investment performance, GQG Partners observed a significant outflow, with net outflows of $4.62 billion recorded in the month of June, as FUM slipped to $225 billion at June end, compared to $235.5 billion in the month prior.

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Blake Briggs

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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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