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Showing 8891 - 8900 of 9826 results for "Advisers"

Few takers for independent tag: FSI

RUTH LIEW  |  THURSDAY, 1 MAY 2008
... compliance and licensing company. Field research conducted over the last few years by FSI Consulting claims that fewer than 12 advisers have been identified as "independent, unbiased or impartial". These declarations of independence are based on not ...

Managed accounts hold trumpcard

MICHELLE BALTAZAR AND RUTH LIEW  |  WEDNESDAY, 30 APR 2008
... Lift and Opes' problems stem primarily from the breakdown of trust and the tricky clauses. But the outcome is that more advisers and investors are inquiring about SMAs. "There's an enormous interest now in managed accounts. With most of the groups that ...

AFA selects Alexis for PI cover

After a 12-month process, the Association of Financial Advisers (AFA) has handpicked Alexis Insurance Brokers to give its members much needed help in choosing the right PI cover ahead of a new government ruling which raises adviser PI costs by as much ...

AMP gives free advice to Salvos

MICHAEL HOBBS  |  WEDNESDAY, 30 APR 2008
... in New South Wales and the Australian Capital Territory. AMP Pro Bono Advice includes 12 self employed AMP financial advisers providing free advice on compensation payments, insurance claims, accessing superannuation and social security entitlements ...

Telstra Super eyes distressed debt

MICHAEL HOBBS  |  WEDNESDAY, 30 APR 2008
... existing relationships with private equity managers to invest in distressed debt strategies. Ken Marshman, JANA Investment Advisers' head of investment outcomes, said the amount of interest in distressed debt has raised in line with the likelihood of ...

FinLit boosts productivity while educating kids

ALEX DUNNIN  |  TUESDAY, 29 APR 2008
... won't be frightened by it and will get engaged by it. It will help us grow our profession by attracting people to become advisers and brokers," she said. Fitzpatrick said however that financial literacy programs are much more difficult to design than ...

Macq rebates $4m

RUTH LIEW  |  MONDAY, 28 APR 2008
... advantages to our clients. Negotiating rebates from fund managers is only one way that we continue to look after clients whose advisers use our platform," said Chang. During this period, Macquarie Wrap also added 50 new funds to its investment menu and ...

Advice that spans three generations

MICHAEL HOBBS  |  THURSDAY, 24 APR 2008
... the functionality or capability is effectively communicated to the market," he said. "The key is estate planning. If advisers can have a more active role in estate planning then that will lead to Gen X and Gen Y. "This module is really giving the advisers ...

Praemium and COIN connect

RUTH LIEW  |  THURSDAY, 24 APR 2008
... to PrA|mium managing director, Arthur Naoumidis. Simon Bishop, head of sales at COIN, said "the interface will allow advisers to add even greater automation to their business through Coin and PrA|mium's extensive number of platform, direct equities and ...

Big Day Out for advisers

RUTH LIEW  |  THURSDAY, 24 APR 2008
Advisers returned to their offices armed with a bundle of new ideas and strategies following Tuesday's Advisers Big Day Out (ABDO). The event in Sydney saw 140 advisers learn from representatives of Opus Capital, Aberdeen Asset Management, Franklin ...