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Showing 8701 - 8710 of 9824 results for "Advisers"

Life insurance too complicated: survey

MICHAEL HOBBS  |  TUESDAY, 2 DEC 2008
... respondents said they would figure something out if and when the event occurred. "There is great potential for financial advisers or insurance brokers to act as educators, guides and intermediaries on life insurance for even their existing client base," ...

IRESS risk research improves

MEDIA RELEASE  |  MONDAY, 1 DEC 2008
IRESS' risk research system IQM+ has undergone a tune up with added extensions to its product to better help advisers determine personal insurance coverage based on affordability. The new Cover Availability module is an analysis tool that allows advisers ...

Coombe names wealth management execs

MICHAEL HOBBS  |  MONDAY, 1 DEC 2008
... represents $95 billion in total investments, 14 per cent of the superannuation market, administration services for 10,000 advisers on the BT Wrap and Asgard platforms. Other appointments include Gai McGrath as customer service general manager; John Frechtling ...

FPSA moves operations to Melbourne

MICHAEL HOBBS  |  MONDAY, 1 DEC 2008
... relocating its head office from Queensland to Melbourne after adding five east coast based financial advice practices and 10 advisers to its network since the beginning of the financial year. The move means back office operations, marketing and the executive ...

Morrison Carr triples adviser base

RUTH LIEW  |  THURSDAY, 27 NOV 2008
Sydney based dealer group Morrison Carr has tripled its number of advisers in the past 12 months despite the downward slide of the local economy. Morrison Carr, which has around $1.5 billion in funds under advice, tripled its number of advisers from ...

Affordable advice: yes we can

RUTH LIEW  |  MONDAY, 24 NOV 2008
... by credit card. Despite the positive outlook, Erbel cautions that the mass affordable advice model has its drawbacks. Advisers would need a constant flow of demand to keep unit costs down, and therefore prices are kept at acceptable levels. Consumer ...

IOOF and AWM sign $88b merger

RUTH LIEW  |  MONDAY, 24 NOV 2008
... will boast over $88 billion in funds under management and have a distribution network with over 580 aligned financial advisers nationwide. The combined firms expect to generate post tax cost synergies of $20 million per annum in the first 12 months post ...

Term deposit with a twist

MICHELLE BALTAZAR  |  MONDAY, 24 NOV 2008
... shares. Macquarie Funds' head of structure product Irene Deutsch said the fund manager has been talking with financial advisers about what kind of investment products would suit their clients in the current markets. The consensus is that some want their ...

Passport to profit

RUTH LIEW  |  FRIDAY, 21 NOV 2008
... in the longer term," he said. The Passport to Profit program is part of Securitor's endeavours to arm their financial advisers with tools and strategies to develop their businesses - in good times and bad. The program includes techniques on diversifying ...

Fin Simplicity upgrades tech

MICHAEL HOBBS  |  FRIDAY, 21 NOV 2008
... preferences and information can also shared among other planners across different firms. "We are seeing a growing trend in advisers moving away from product distribution and seeking to more actively and transparently manage their client portfolios. We ...