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Showing 8791 - 8800 of 9826 results for "Advisers"

Life insurance made easy: AIG

RUTH LIEW  |  MONDAY, 4 AUG 2008
Wanted - 2,200 advisers looking to boost clients' life cover with only a signed declaration of good health as the solo underwriting requirement. AIG Life last week unveilled a six-week promotional campaign targeting 2,200 financial advisers to increase ...

Tech will bond insurers and planners: AFA

RUTH LIEW  |  FRIDAY, 1 AUG 2008
... systems, according to AFA financial adviser of the year, Phil Young. Speaking at yesterday's Association of Financial Advisers national forum in Sydney yesterday, Young, from Zurich Financial Services Australia predicts that a cross-industry online electronic ...

AFA education to knock salesman tag

MICHAEL HOBBS  |  FRIDAY, 1 AUG 2008
The Association of Financial Advisers (AFA) finalised the first unit of the Fellow Chartered Financial Practitioner program, an education course it hopes will reduce criticism of the financial advice industry. Speaking at the AFA National Forum in Sydney ...

Basis to repay $23m

MICHAEL HOBBS  |  WEDNESDAY, 30 JUL 2008
... funds. Chris Freeman, BT Wrap head, said the firm had sought to recover June application monies on behalf of investors and advisers on Basis Capital fund since June last year. "While there is still some way to go before the money is returned, BT and ...

ASIC bans unlicensed Westpoint adviser

MICHAEL HOBBS  |  WEDNESDAY, 30 JUL 2008
... clients and failed to disclose commissions he was receiving from them. In total, ASIC has banned 15 licensed financial advisers and three unlicensed advisers that advised on Westpoint products.

Pure commodities funds win ratings

RUTH LIEW  |  TUESDAY, 29 JUL 2008
... The result is a much cleaner exposure to commodities, he said. "Over the past few years investors and their financial advisers have become more comfortable with the benefits of adding a commodities exposure to a portfolio, but the arguably more difficult ...

BNP Paribas wins Ashton custody

MICHAEL HOBBS  |  TUESDAY, 29 JUL 2008
BNP Paribas Securities Services was selected by Ashton Advisers (Australia) to provide custody and fund administration services to its funds, ahead of its plan to launch two funds to the Australian retail market. Nick Raphaely, Ashton Advisors executive ...

Customer service goes high tech

RUTH LIEW  |  MONDAY, 28 JUL 2008
... program," said Baxter. A key selling point of Case Manager is that it is repository independent, meaning fund managers, advisers and super funds will be able to install the program on top of a non-Vignette or competitive repository system. Mike Aviles ...

Count buys $6m stake in Mortgage Choice

RUTH LIEW  |  MONDAY, 28 JUL 2008
... buy will see us build a bigger mortgage stamp in the industry... we thought it would be a good fit," she said. Count advisers already provide mortgage advice, including home loans, insurance and reverse mortgages consulting to their clients. The 4.9 ...

Hillross board siphons industry expertise

RUTH LIEW  |  MONDAY, 28 JUL 2008
... it's a forum for high level awareness," said John McMurdo, managing director of Hillross. "[They are] a panel of expert advisers for our financial advisers to draw knowledge from, and I expect the board to help improve our processes, tools and training," ...