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Showing 8821 - 8830 of 9826 results for "Advisers"

Netwealth hatches baby wrap

MICHAEL HOBBS  |  FRIDAY, 4 JUL 2008
... baby wrap menu. The firm will rebalance and manage the portfolios and provide detailed information to dealer groups, advisers and investors. "There appears to be a move by advisers to use model portfolios in effort to boost efficiency in their business ...

Perpetual hires former Citi head of investments

CAMERON BOGGS  |  WEDNESDAY, 2 JUL 2008
... savings. "Andrew's main focus will be to ensure that Perpetual provides high quality DIY Super services to financial advisers to help them better meet the needs of their clients."

Record intake for MLC adviser program

MICHAEL HOBBS  |  WEDNESDAY, 2 JUL 2008
... program is designed to help financial planning practices grow their business and provide a structured career path to new advisers. Participants learn about building client relationships, marketing and practice management while developing their technical ...

Commissions mgmt systems need work

RUTH LIEW  |  WEDNESDAY, 2 JUL 2008
... same report also show 11 per cent thought the accuracy and quality of payments were poor to very poor. Only one in five advisers surveyed were "very confident" in the accuracy of their payments. According to Kurt Smyth, sales and marketing manager with ...

Perpetual to expand product line

MICHAEL HOBBS  |  FRIDAY, 27 JUN 2008
... of some structured products, its Protected Investments - Series 3 remained popular. "There's an increasing number of advisers looking to set up this type of product to diversify their own revenue stream and get to new clients like the accumulators rather ...

New multi-managers challenge incumbents: S&P

... retail investors compare funds. "The variety of multi-manager products now offered often means that investors and their advisers are examining products side by side that bear no comparison to one another." "Each fund has a different target return, volatility ...

TAAM signs TPC for Asia fund

MICHAEL HOBBS  |  THURSDAY, 26 JUN 2008
... (TAAM) partnered with distribution firm, The Private Collection (TPC) to promote its new Asia Fund to dealer groups and advisers and educate them on the region's investment opportunities. Peter Sartori, TAAM chief investment officer, said the Asian region ...

Rabo planning expands to QLD

MICHAEL HOBBS  |  THURSDAY, 26 JUN 2008
... our goals and we aim to secure similar businesses over the coming 12 months," said Williams. "We will continue to hire advisers along with developing our own staff internally as we continue to grow RFA." He said Dayas Financial Services would continue ...

Magnitude appoints chief

MICHAEL HOBBS  |  THURSDAY, 26 JUN 2008
... and dealer groups. "Magnitude remains a key part of BT's advice business and an attractive opportunity for experienced advisers and established practices to join an innovative and leading financial advice network," said Mark Spiers, BT Financial Group ...

China's growth sustainable: Wang

MICHAEL HOBBS  |  WEDNESDAY, 25 JUN 2008
... according to Dr Xisu Wang, China grand master and foreign investment consultant. Speaking at an Association of Financial Advisers (AFA) and the BRIC+ Program forum yesterday, Wang said the China's extraordinary growth would not have been possible without ...