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Showing 8811 - 8820 of 9826 results for "Advisers"

MLC adopts paraplanning referral service

MICHAEL HOBBS  |  MONDAY, 14 JUL 2008
... ThreeSixty in 1999 and has been using the business for all its paraplanning requirements. This decision means MLC financial advisers will have access to a panel of referral partners that will provide paraplanning and outsourcing services for the production ...

Plum reloads for HNW clients

MICHAEL HOBBS  |  FRIDAY, 11 JUL 2008
... to better cater for high net worth (HNW) members. The firm's financial planning service, which includes 60 financial advisers, was rebranded Momentum and divided into three segments, Financial Advice, Loan Solutions and Private Wealth. The Momentum Private ...

FPA backs 'advice within super' review

MICHELLE BALTAZAR  |  THURSDAY, 10 JUL 2008
... inefficiencies that have become entrenched in the system, in particular the payment of sales commissions to financial advisers by major retail funds."

Aviva cuts super to pension admin time

MICHAEL HOBBS  |  WEDNESDAY, 9 JUL 2008
... allow clients to receive payments in three days, a fraction of the time needed on other platforms. Previously, financial advisers were forced to manually process the transfer form to move a client from super to a pension, which could take six days to ...

ASIC bans three Westpoint planners

MICHAEL HOBBS  |  WEDNESDAY, 9 JUL 2008
... Westpoint Corporation. ASIC found Harrison failed to comply with the guidelines provided his employer; Bongiorno Financial Advisers, incorrectly disclosed the commission he received from YSM and misled clients on YSM investments. In addition, the regulator ...

Challenger recycles capital

WWW.THESHEET.COM  |  TUESDAY, 8 JUL 2008
... program. The company, in its announcement, tied the share buyback to receipt of proceeds from the sale of Genesys Wealth Advisers and Synergy Capital Management to AXA Asia Pacific for $150 million. However, another way of looking at Challenger's capital ...

Bell Financial buys Southern Cross Equities

MICHAEL HOBBS  |  MONDAY, 7 JUL 2008
... mid September this year. The deal means BFG will expand its institutional and high net worth business and add 30 more advisers to its team. Colin Bell, BFG executive chair, said the deal was an opportunity for each firm to leverage each other's expertise ...

ASIC bans Westpoint adviser

MICHAEL HOBBS  |  MONDAY, 7 JUL 2008
... Securities representative, from providing financial services for three years. The regulator has now banned 14 licensed advisers and two unlicensed advisers who advised on Westpoint products.

ING Aus appoints two senior Life Risk execs

MICHELLE BALTAZAR  |  MONDAY, 7 JUL 2008
... months, ING Australia launched OneCare Express, made a raft of upgrades to OneCare and improved back office support for advisers.

Focus on value not fees: AFA

RUTH LIEW  |  FRIDAY, 4 JUL 2008
The Association of Financial Advisers (AFA) has put its foot down that advisers' commissions should not be abolished because the existing system promotes choice and value among clients. AFA national president Dennis Bateman stated that mandating a single ...