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Showing 8771 - 8780 of 9826 results for "Advisers"

NAB Super divests direct property

RUTH LIEW  |  MONDAY, 1 SEP 2008
... of a property portfolio restructure. The fund made the move under the advice of its asset consultant JANA Investment Advisers. "The [main objectives] for the sale are to reduce the property overweight of the fund, increase the diversification of the ...

A cyber home for advisers: MLC

RUTH LIEW  |  MONDAY, 1 SEP 2008
MLC is looking to make its website a one-stop shop for advisers looking to do business online. Steve Barnes, head of online services and advice platform at MLC, said that adviser feedback of the new look MLC website unveiled in May has so far been positive. ...

Planners demand global fund with conviction

MICHAEL HOBBS  |  MONDAY, 1 SEP 2008
... undervalued companies and profit from inefficient markets using an active bottom up fundamental analysis approach. "When we ask advisers what they want, they really want high conviction, they want a manager that's going to be able to add value in all ...

AWM posts $65m profit

MICHAEL HOBBS  |  THURSDAY, 28 AUG 2008
... injects greater scale and distribution capabilities to the firm, adding 30,000 clients and approximately 170 financial advisers and planners to its network.

Max Super eyes FHSA market

MICHAEL HOBBS  |  THURSDAY, 28 AUG 2008
... Williams said. "We haven't been heavily focused on [the corporate super product] but we're engaging with fee for service advisers who can see the potential for the Max Super product as a way of engaging the next generation of clients," he said.

Long-term service doesn't guarantee referrals

MICHAEL HOBBS  |  TUESDAY, 26 AUG 2008
... an adviser is between two and five years. The Nielson commissioned survey interviewed 700 consumers and 250 financial advisers in June and July. This is the third time the annual survey has been conducted. Ross Barnwell, ING Australia executive director ...

Challenger FM down, CEO says goodbye

RUTH LIEW  |  MONDAY, 25 AUG 2008
... contributor to the boost in Challenger's asset management is the sale of the group's financial planning division Genesys Wealth Advisers and proprietary platform Synergy to AXA for $150 million. The group also assumed AXA's $1.3 billion annuity portfolio ...

JANA recruits ex-Mercer manager

RUTH LIEW  |  MONDAY, 25 AUG 2008
Asset consultant JANA Investment Advisers has appointed Mike Plant, ex administration manager for Mercer, as principal, implemented consulting. Prior to joining JANA, Plant was the national administration manager standalone superannuation funds for ...

Pax fined for SRI breach

MICHELLE BALTAZAR  |  MONDAY, 25 AUG 2008
... High Yield fund, the group bought shares in a shipping company that derived some revenue from alcohol and gambling. "Advisers simply cannot tell investors they are going to do one thing with their funds and then not follow through on those promises," ...

Coin extends MLC and Macq service

MICHAEL HOBBS  |  MONDAY, 25 AUG 2008
MLC Masterkey, Macquarie Life and Macquarie Cash Management Trust can now provide more online facilities to advisers following a tech upgrade with Coin. MLC platform users can now open accounts online, receive automatic updates of client portfolios ...