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Showing 8751 - 8760 of 9826 results for "Advisers"

Ex-Intech CEO joins Deloitte

COMPANY RELEASE  |  FRIDAY, 26 SEP 2008
... 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 ...

Green advice is not a stretch: Brisbane

MICHAEL HOBBS  |  FRIDAY, 26 SEP 2008
... 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 ...

Defensive fixed income wins

RUTH LIEW  |  TUESDAY, 23 SEP 2008
... 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 ...

Synchron attracts 50 young professionals

RUTH LIEW  |  TUESDAY, 23 SEP 2008
... 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 ...

Financial Wisdom recognises its best

MICHAEL HOBBS  |  TUESDAY, 23 SEP 2008
... 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 ...

IRESS upgrades service

MICHAEL HOBBS  |  FRIDAY, 19 SEP 2008
... 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 ...

Farrell chairs MDRT

MEDIA RELEASE  |  FRIDAY, 19 SEP 2008
... 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 ...

FPA members demand stronger voice

MICHAEL HOBBS  |  TUESDAY, 16 SEP 2008
... 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 ...

No jump in client meetings: Business Health

MICHELLE BALTAZAR, MICHAEL HOBBS  |  MONDAY, 15 SEP 2008
... 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 ...

Saropa signs on six cos

RUTH LIEW  |  MONDAY, 15 SEP 2008
... 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 ...