Search Results | Showing 8751 - 8760 of 9826 results for "Advisers" |
| | | ... senior Big Four superannuation tax partner, Noelle Kelleher, follow Deloitte's acquisition of actuarial superannuation advisers Buttler Walker and high profile principal Wayne Walker in 2006. Monaghan is the former Deutsche Bank's Asia Pacific chief ... |
| | | | ... should not affect the client portfolio performance. However, Bill Sharp, Financial Life Planners senior adviser, warned advisers looking to get more involved with ethical investments to carefully assess their approach. "We only use managed funds and ... |
| | | | ... Macquarie Funds, has been traveling around Australia on a road show highlighting the pros of fixed income investing. He said advisers are now increasingly on the hunt for the optimum fixed income strategy to weather the credit bloodbath. The key to above ... |
| | | | ... financial advice industry," said Synchron director, Don Trapnell. "Some of our attendees are reasonably new Synchron advisers or in training at a Synchron practice or looking closely at joining the industry." Trapnell said the conference will host interactive ... |
| | | | ... Wisdom's practice and rising star awards respectively. Financial Wisdom Practice of the Year, Wealth Wise, employs six advisers and 11 support staff and achieved a 40 per cent growth in revenue last financial year. Jamie Luxton, Wealth Wise principal ... |
| | | | ... mortgage rates across 20 different lenders. In addition, the upgrade enables financial planners to refer clients to risk advisers and then receive a cut of the end commission. "What were seeing is these guys making reasonably good money to then take ... |
| | | | ... term. Farrell will work closely with the state chairpersons to 'connect' with the in-coming generation of new financial advisers and assist them achieve their potential as financial services professionals, among others. Based in Queensland, Stuart Farrell ... |
| | | | ... are really directing the money, which is the big groups, and the government," said Bennetts. Greg Kirk, Genesys Wealth Advisers chief executive, said he is 90 per cent happy with how the FPA operated, however, he said the association needed to work closer ... |
| | | | ... is a bit tougher out there now. But we're not seeing a huge jump," he said. "I think a lot of time is being spent by advisers on back office type activity, remodelling and planning - which has to get done." Ross Curulli, Hall Chadwick managing director ... |
| | | | ... Finance Planners, Moneycat Consulting and Finwel are now using Saropa's services. The Saropa product allows financial advisers to equip clients with a personal disaster recovery and underinsurance assessment service. The tech firm also has a relationship ... |
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