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Showing 8741 - 8750 of 9826 results for "Advisers"

CFS eyes fundamental indexing

RUTH LIEW  |  TUESDAY, 14 OCT 2008
... international equity funds which will be available on FirstChoice. The product will be open to retail investors via financial advisers and the FirstChoice platform from November. CFS also has its sights on the institutional market and will be channeling ...

First State Super joins UN PRI

MICHAEL HOBBS  |  FRIDAY, 10 OCT 2008
... per cent or $4.1 billion in international equities and more than 21 per cent or $3.3 billion in cash. JANA Investment Advisers is the super fund's asset consultant and Pillar Administration represents its administrator.

Motivational advice for advisers

FINANCIAL STANDARD IS THE OFFICIAL MEDIA PARTNER OF THE AFA CONFERENCE  |  FRIDAY, 10 OCT 2008
... highlight that persistence in the face of adversity pays. The organisers behind next week's Association of Financial Advisers (AFA) conference in Melbourne have invited key motivational speakers to talk to this year's attendees. The presentations are ...

PIS creates NZ advice giant

MICHAEL HOBBS  |  WEDNESDAY, 8 OCT 2008
... Financial Services are expected to merge and create New Zealand's largest financial advisory group with more than 250 advisers and 130 accounting firms. Robbie Bennetts, PIS chief executive, said the merger would create critical mass and economies of ...

BT Wrap tops adviser choice

RUTH LIEW  |  TUESDAY, 7 OCT 2008
... platform for placements. Managing director of Wealth Insights, Vanessa McMahon, said this was an important category because advisers place on average three quarters of their platform flows through their primary platform. Meanwhile BT Wrap head of product ...

AXA to ramp up planning revenues by $60m

RUTH LIEW  |  THURSDAY, 2 OCT 2008
Advisers are expected to add up to $63 million to their books over the next five years through a new three-pronged business plan from AXA. AXA's new strategy revolves around the formula of securing the appropriate business partnerships, maximising the ...

Lifeplan keeps it in the family

MICHAEL HOBBS  |  THURSDAY, 2 OCT 2008
Lifeplan Funds Management developed a way for financial advisers to manage the wealth that is passed on to the next generation when a client dies. The retail funds management firm's NextGen Wealth Preserver is structured so the client's funds, upon ...

Perpetual slashes CGT costs

RUTH LIEW  |  WEDNESDAY, 1 OCT 2008
Advisers looking for an edge around CGT costs can now access Perpetual's WealthFocus Investment Advantage - a new non-super product that allows switching investment options without incurring capital gains tax. Eric Wang, Perpetual group executive of ...

Blame planners, not me: Costello

ALEX DUNNIN  |  WEDNESDAY, 1 OCT 2008
... into superannuation, who have now seen most of those extra contributions vapourise, should "make inquiries of financial advisers". But more concerning for the superannuation industry than the former Treasurer's bizarre musings are his comments that the ...

AFA pilot course a success

MICHAEL HOBBS  |  MONDAY, 29 SEP 2008
Course administrators and participants have hailed the Association of Financial Advisers (AFA) inaugural FChFP Pathway Program a success. Richard Klipin, AFA chief executive, said for 11 advisers to participate in the pilot program is a great result ...