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Showing 8711 - 8720 of 9826 results for "Advisers"

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 ...

Westpac names merger team

MICHAEL HOBBS | THURSDAY, 20 NOV 2008

... and the Asgard platform have an 18 per cent and seven per cent market share respectively. He said the larger network of advisers and brand together with the talented pool of executives enhance the business' ability to serve its clients. "Our combined ...

Clients come first: FPA

RUTH LIEW | THURSDAY, 20 NOV 2008

... outlined another key issue - climate change - which has been swept under the mat due to the market fallout. "Most financial advisers don't see climate change on the radar, but when the dust settles, there's another tsunami [climate change] on the way. ...

Platforms should adopt insto approach

RUTH LIEW | THURSDAY, 20 NOV 2008

... example, platforms should not be driven by pure outright returns or an "immediate" demand focus on products flagged by advisers, but rather adopt a more institutional approach to their product choices. "In many cases the platform does not necessarily ...

Tower upgrades Accelerate and TPP

RUTH LIEW | WEDNESDAY, 19 NOV 2008

... pumping up its Accelerate and Tower Protection Product to make life insurance more accessible for independent financial advisers and their clients. Both the TPP and Accelerate ranges have had their features upgraded to recognise changing customer needs ...

Præmium to add wrap client

MICHAEL HOBBS | WEDNESDAY, 19 NOV 2008

... SMA technology. The deal will complement Powerwrap's existing wholesale managed fund service. "Our research indicates advisers and their clients are seeking greater transparency and control over their investments, and of course, everyone in the industry ...

Macquarie takes market hit

RUTH LIEW | TUESDAY, 18 NOV 2008

... management arm will continue to run "business as usual". "Macquarie Private Wealth is continuing to grow and recruit new advisers to the team in both Australia and New Zealand," said the spokesperson. Shares were up 18.5 per cent to $24.40 on afternoon ...

Securitor academy set for Feb opening

MICHAEL HOBBS | MONDAY, 17 NOV 2008

... be held the following month. Neil Younger, head of Securitor, said the firm wants to address the shortage of financial advisers by supporting its clients to train and develop talent within their businesses. Securitor's paraplanning academy was announced ...

Consultum pumps $1m into tech

RUTH LIEW | MONDAY, 17 NOV 2008

Consultum Financial Advisers is investing more than $1 million into the development of its software program to help give advisers the edge in today's bear market. The decision to pump dollars into its software program stems from the firm's focus to ...

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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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