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Showing 8881 - 8890 of 9826 results for "Advisers"

CommInsure halves insurance PDS

MICHAEL HOBBS  |  TUESDAY, 13 MAY 2008
... include a reference document, which are 33 pages and eight pages respectively, and include extra information for financial advisers. Clive Levinthal, CommInsure general manager of life, super and investment products, said the firm used 'incorporation ...

Praemium upgrades p-Desktop

RUTH LIEW  |  TUESDAY, 13 MAY 2008
... Evans & Partners has been first to sign up to this extended system and is currently rolling out the program to its 15 advisers. The new Portfolio Review tools enable advisers to use p-Desktop to analyse client portfolios and place the recommended trades ...

NAB and MLC make headway post sub-prime

MICHAEL HOBBS  |  MONDAY, 12 MAY 2008
... numbers by 31 to 525 and MLC's aligned advice businesses including Garvan, MLC, Apogee and Godfrey Pembroke added 34 advisers during the period. John Stewart, NAB chief executive, said the firm's "conservative approach on liquidity" meant the business ...

Synchron taps online insurance advice

RUTH LIEW  |  THURSDAY, 8 MAY 2008
Synchron advisers has called on business strategy provider Strategies Plus to develop a new website that will help them step up their presence in online insurance. According to business strategist Michael Harrison from Strategies Plus, who was recently ...

From PDS doorstoppers to digests

MICHAEL HOBBS  |  TUESDAY, 6 MAY 2008
... non-essential information was removed and replaced by Internet links. "The concise PDS will benefit investors and financial advisers through an easier understanding of the product attribute, leading to superior outcomes through clearer advice," he said. ...

Advisers endorse rural insurance top guns

MICHAEL HOBBS  |  TUESDAY, 6 MAY 2008
Rabo Financial Advisers (RFA) is set to boost its risk insurance relationships with Aviva, Asteron and CommInsure after they were identified as leaders in providing risk insurance to primary producers and regional businesses. The financial planning ...

CFP and Fin Wisdom upload Provisio

... Retirement calculator. But describing it as a mere calculator is an understatement. For example, it optimises the strategy for advisers by automatically calculating the pension level and amount of salary sacrifice to ensure the maximum benefit for their ...

Down markets make good investments cheaper: Perennial

ALEX DUNNIN  |  FRIDAY, 2 MAY 2008
In down markets retail investors need to remember dollar-cost averaging and work with advisers and managers who can find them opportunities. Brian Thomas, head of retail funds management at Perennial Investment Partners, said, "Whilst we hear lots of ...

TSG expands dealer group

MICHAEL HOBBS  |  FRIDAY, 2 MAY 2008
... group's independence and flexible framework was gaining interest and momentum. "The TSG support team works closely with our advisers to design and implement their own personal fee and business model structure and unlike a number of others, does not expect ...

Aviva cuts accountants from insurance

MICHAEL HOBBS  |  FRIDAY, 2 MAY 2008
Aviva Australia has improved its medical and financial underwriting services by removing the need for financial advisers to include an accountant's signature, regardless of the sum insured. According to the firm, if the sum insured is less than $3 million ...