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Showing 8801 - 8810 of 9826 results for "Advisers"

NZ rules to target 'simple needs' investors

ALEX DUNNIN  |  FRIDAY, 25 JUL 2008
... sophisticated versus unsophisticated investors. Commerce minister Lianne Dalziel said, "This is great news for financial advisers who have been seeking a nationally-recognised qualification." Dalziel said these new qualifications bring NZ planners into ...

Praemium expands UK funds

RUTH LIEW  |  FRIDAY, 25 JUL 2008
... Praemium chief executive. "By bringing these risk-based models within the SMARTfund collective investment scheme structure, advisers will be able to access funds which are constructed on the research they already use but within a more tax efficient environment," ...

Deloitte pushes for cyber advisers

MICHAEL HOBBS  |  THURSDAY, 24 JUL 2008
... Williams, Deloitte Digital chief executive. Speaking at an IFSA Deloitte Future Leaders meeting, Williams said financial advisers who incorporated online technology into their businesses could service their clients faster and more effectively. "If you ...

BGI targets adviser iShare apathy

MICHAEL HOBBS  |  THURSDAY, 24 JUL 2008
... iShares are used by the Self Managed Super Fund (SMSF) market, but the product had not gained traction amongst financial advisers. "We have a long way to go in terms of introducing advisers to the benefits of ETFs for their customers, so we're very much ...

AFA searches for Rising Star

MICHAEL HOBBS  |  WEDNESDAY, 23 JUL 2008
The race to become this year's Association of Financial Advisers (AFA) Rising Star award winner is on again, but planners must go above and beyond the normal day to day activity to win, according to last year's award winner, Chris Browne. The annual ...

Genesys buys TIME Partners stake

MICHAEL HOBBS  |  TUESDAY, 22 JUL 2008
Genesys Wealth Advisers bought an equity stake in Maitland based financial planning practice, TIME Partners. This capital injection from Genesys will allow TIME Partners' principals to buy further planning practices in the region and also develop a ...

Planners miss sustainable mark: Fahy

MICHAEL HOBBS  |  MONDAY, 21 JUL 2008
... Australasia (Finsia) chief executive, Martin Fahy. Fahy said research conducted with Griffith University found financial advisers overall had not embraced sustainable investment themes. "The Griffith research found that the level of awareness and engagement ...

FPA rejects tax bill changes

MICHAEL HOBBS  |  MONDAY, 21 JUL 2008
... tax agents in order to provide basic tax advice. This additional requirement could boost compliance costs for financial advisers and therefore increase the cost of delivering advice. Jo-Anne Bloch, FPA chief executive, said the draft Bill is inconsistent ...

SERF selects JANA as asset consultant

MICHAEL HOBBS  |  TUESDAY, 15 JUL 2008
Stevedoring Employees Retirement Fund (SERF) appointed JANA Investment Advisers as its asset consultant ahead of its proposed merger with the Seafarers Retirement Fund (SRF). Previously, SERF employed FuturePlus as its asset consultant and then employed ...

Planners buy 15pc stake in TSG

MICHAEL HOBBS  |  TUESDAY, 15 JUL 2008
... licenses, brands and offices. Mark Euvrard, TSG chief executive, said the dealer group's relationship with its financial advisers was a unique point of difference in the financial services marketplace. "The alignment of the dealer group's business interest ...