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Showing 8841 - 8850 of 9826 results for "Advisers"

JPMorgan launches IQ Instalment Warrants

MICHAEL HOBBS  |  TUESDAY, 17 JUN 2008
... and less time intensive way to build their geared stock portfolio." This latest product is available through financial advisers and stockbrokers and requires a minimum $5,000 buy in per stock selected for cash investors and a minimum of $10,000 for applications ...

ATO sends warning to super fund trustees

MICHAEL HOBBS  |  MONDAY, 16 JUN 2008
The Australian Tax Office (ATO) is warning financial advisers and accountants to ensure their clients aren't moving assets into their funds and failing to report the total value of their portfolio to avoid raising their tax costs. Michael D'Ascenzo ...

Planners set to Ignite the Difference

MICHAEL HOBBS  |  MONDAY, 16 JUN 2008
... Association (FPA) released details of its 2008 National Conference, Ignite the Difference, an event that aims to encourage advisers to distinguish themselves as professionals. The four-day Gold Coast conference in November includes a range of information ...

Austock launches planning arm

MICHAEL HOBBS  |  FRIDAY, 13 JUN 2008
... Group branches out of stockbroking and into financial planning after poaching three former Ord Minnett Financial Planning advisers to join the group. Austock Financial Planning will open for business on June 16 after five former Ord Minnett Financial ...

Fin advice satisfaction down

RUTH LIEW  |  FRIDAY, 13 JUN 2008
... investor market, namely the over 60's segment and those receiving advice for between 5 and 10 years that have scored their advisers lower in terms of technical quality and trust." Despite the slight dip in the Index and shady market conditions, investors' ...

RM advisers break through 1000 barrier

There are now more than 1000 reverse mortgage consultants (RMCs) accredited through the Senior Australian Equity Release Association of Lenders (SEQUAL) Australia-wide network of 'trusted advisors'. The jump in the numbers of RMCs is in response to ...

Challenger JV opens EM infrastructure doors

MICHAEL HOBBS  |  TUESDAY, 10 JUN 2008
... committed $182.1 million in capital which has been sourced from investors including Mizuho Corporate Bank and Access Capital Advisers. The fund will be managed by both firms under the guidance of Andrew Jones and Masayoshi Hosoya, managing directors ...

Asgard enhances SMSF admin

MICHAEL HOBBS  |  TUESDAY, 10 JUN 2008
... service to its clients. The agreement allows Asgard to provide a broader administration service for trustees, members and advisers. Previously, the firm provided SMSF administration in house via its Super Link service. "Over the past [few] months we ...

Finding integrity in finance

RUTH LIEW  |  FRIDAY, 6 JUN 2008
... integrity, leadership and how they can change today's wealth management industry. New financial planners, analysts and advisers clinked wine glasses with executives from Barclays Global Investors, Mercer Investment Consulting, and the senior executives ...

AXA buys Challenger's Genesys

RUTH LIEW  |  WEDNESDAY, 4 JUN 2008
... industry is set to escalate with today's $150 million purchase of Challenger's financial planning business Genesys Wealth Advisers and proprietary platform Synergy. The deal, which is expected to be finalised on 30 June, will see AXA's nearly 1300 strong ...