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Showing 8761 - 8770 of 9826 results for "Advisers"

Statewide recruits Michalakis and Ridding

MICHELLE BALTAZAR  |  MONDAY, 15 SEP 2008
... will be responsible for managing the fund's over $2 billion in assets alongside investment consultants Access Capital Advisers and Morningstar. Meanwhile, to help implement Statewide's United Nations Principles for Responsible Investment commitments ...

Statewide confirms Bravura deal

RUTH LIEW  |  FRIDAY, 12 SEP 2008
... enterprise eBusiness solution that allows financial service providers to deliver online services to employers, members and advisers.

BT toolkit targets three gens

RUTH LIEW  |  WEDNESDAY, 10 SEP 2008
BT Financial Group is taking a three-pronged approach to help their financial advisers garner business from Gen X, Y, and baby boomer clients. BT yesterday launched the BT Generation Series - three educational toolkits available to its wrap advisers ...

Sentry expands into Qld

MICHAEL HOBBS  |  MONDAY, 8 SEP 2008
... further acquisitions and recruiting growth." The group was founded in 2005 and now comprises of 95 financial planners and advisers throughout Australia.

ASIC completes unlisted asset guide

MICHAEL HOBBS  |  THURSDAY, 4 SEP 2008
... disclosure principles and advertising strategies in the regulatory guidelines in response to submissions from more than 50 advisers, auditors, ratings agencies and mortgage and property fund managers. In addition, ASIC clarified the way it would communicate ...

IOOF targets Gen Y super

RUTH LIEW  |  WEDNESDAY, 3 SEP 2008
... Superannuation Fund (IPS). This means that when a client reaches the age or account balance where they require advice, IOOF advisers can refer the client to a licensed financial adviser. Individuum however is not the first provider hoping to engage Gen-Yers. ...

Godfrey Pembroke appoints MD

MICHAEL HOBBS  |  WEDNESDAY, 3 SEP 2008
... business Godfrey Pembroke. Reddacliff replaces Mark Rantall who is working on developing the training programs for financial advisers with the NAB Academy. Prior to this role, Reddacliff was MLC sales manager for New South Wales and was also previously ...

Advisers open doors to $50k clients

RUTH LIEW  |  TUESDAY, 2 SEP 2008
Advisers are willing to take on clients with funds as little as $50,000 in a bid to win new business amidst tough market conditions, new research shows. A new survey by Nielson, commissioned by ING Australia, noted that an increasing number of advisers ...

New turbo charged adviser account

MICHAEL HOBBS  |  TUESDAY, 2 SEP 2008
ANZ and E*TRADE teamed up to provide financial advisers with a single cash management account that can buy and sell shares and, at the same time, earn high interest. ANZ V2+Broking allows advisers direct access to client funds with the ability tp earn ...

ASIC bans former Money Matters adviser

ASIC STATEMENT  |  MONDAY, 1 SEP 2008
Victoria-based Ian Bristow, one of the financial advisers who recommended Westpoint products to clients, has been banned from providing financial services for six years following a long drawn out ASIC investigation. ASIC alleged that Bristow "dishonestly" ...