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| | | ... solutions, said Farrell's fixed interest, multi manager and tactical asset allocation knowledge would benefit investors and advisers. Meanwhile, Evans joined BT in 2003 and has held a number of roles including director - customer and product for BT Direct ... |
| | | | ... the firm is speaking with a number of potential candidates to grow the business. "The enthusiasm and growing demand by advisers and licensees for the CLS service has facilitated a need for CLS to expand its operation on a national basis and is currently ... |
| | | | ... defined critical illness conditions. "This new product is a direct result of the feedback we've received from financial advisers wanting to offer a solution for all of their clients, and ensures the solution includes the product features that are most ... |
| | | | While some fund managers are now struggling to get their business to advisers, the little publicised Aussie equities boutique Patriot Asset Management's products have won places on Asgard and IOOF's platforms. Melbourne-based Patriot is part of the ... |
| | | | ... financial planners. "Think about it as a novel alternative to sending a Season's Greeting card...[Decimal can] provide advisers with personalised, interactive online health check to send to clients and prospects," said Jan Kolbusz, Decimal managing director. ... |
| | | | ... the Sunshine Homemaker Centre Property Trust will have their say on 18 December, following requests from investors and advisers to have more time to consider the proposal and to send their proxy forms. To date, support from investors has been very strong ... |
| | | | ... more than $1 million who would prefer to consolidate their cash. It will allow investment platforms to provide their advisers and investors with access to a guaranteed cash term deposit facility," he said. The product is available on Avanteos, Summit ... |
| | | | ... for BDMs in Sydney, Brisbane and Perth. "The growth in the adviser business has been strong for the past three years as advisers have embraced the core-satellite portfolio construction approach and seen the advantages to their business and client outcomes ... |
| | | | ... (PDS) for insurance on the Wrap platform in May. Phil Hay, BT Financial Group head of life insurance, said financial advisers must ensure their clients are appropriately covered. "Typically where a client has accumulated enough wealth they may mistakenly ... |
| | | | ... investment themes with reduced downside risk. "The Reliance funds were designed after actively listening to financial advisers and investors and improving on the existing capital protected offerings, increased transparency and liquidity," said Lucas. ... |
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