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Showing 8871 - 8880 of 9826 results for "Advisers"

AXA halves adviser PI expense

MICHAEL HOBBS  |  TUESDAY, 20 MAY 2008
AXA Australia has signed a new professional indemnity (PI) deal that will cost its licensed advisers 50 per cent less than the average market rate. The deal comprises of a PI insurance premium of $195, in addition to 0.33 per cent of an adviser's income. ...

From cash to prosperity: AFA

Financial planners will be given a helping hand at this year's Association of Financial Advisers' (AFA) national forum by some of the planning industry's best to set them on their paths to success. Richard Klipin, chief executive of the AFA said this ...

SMSFs buoy netwealth FUA

MICHAEL HOBBS  |  MONDAY, 19 MAY 2008
... products to their relationship with Russell Investment Group. "Our multi manager funds are becoming very popular with advisers who are seeking to add value for clients through greater emphasis on the development of appropriate structures and strategies ...

AIST calls for SMSF reform

ALEX DUNNIN  |  FRIDAY, 16 MAY 2008
... Professionals' Association of Australia (SPAA), in a separate submission said however that, "SPAA believes that the [trustee] advisers - whether they are accountants, financial planners or lawyers - have an understanding of the professionalised nature ...

Advisers change tack on life insurance

MICHAEL HOBBS  |  THURSDAY, 15 MAY 2008
Smarter planning software programs have triggered a fundamental change in how financial advisers provide life insurance to clients, according to an Investment Trends report. The report surveyed 1,600 advisers in November last year and found that of ...

AMP roadmap to growth

... we've started to see the fruits of this in driving up planner numbers," he added. Last year, the group added a net 135 advisers to its fold. Secondly, AMP Capital Investors' expansion into Asia is set to continue. "We've begun by establishing effective ...

FSP and Oasis sign admin deal

MICHAEL HOBBS  |  THURSDAY, 15 MAY 2008
... other options that were available too." Geoff Rimmer, Financial Services Partners chief executive, said the change means advisers can better service their clients. "Oasis brings to the table a function-rich front-end system that will significantly improve ...

Macquarie launches lending website

MICHAEL HOBBS  |  THURSDAY, 15 MAY 2008
Macquarie Investment Lending has developed a new website for advisers and retail investors which provides access to information products, current interest rate prices and personal portfolio positions in just a few mouse clicks. The website is linked ...

Planner To-Do list post Budget

Advisers overwhelmed by the initiatives unveiled in last night's Budget could do well by starting their client reviews on three major changes singled out by technical advice experts from Challenger and MLC. Challenger's head of technical services Alex ...

IRESS to provide mortgage analytics

Advisers who want to help their clients choose the right mortgage can now take that service in-house after one of the country's dominant planning software group IRESS, owner of Xplan and VisiPlan, acquired mortgage analytics provider TransActive Systems. ...