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Showing 8901 - 8910 of 9826 results for "Advisers"

Macq Life amps up FutureWise

RUTH LIEW  |  WEDNESDAY, 23 APR 2008
... has upgraded its FutureWise life insurance product suite, following feedback from and ongoing dialogue with financial advisers using the platform. Since its launch in March 2007, the Macquarie Life team has been working with advisers to identify ways ...

Snowball buys Yarra Financial

MICHAEL HOBBS  |  WEDNESDAY, 23 APR 2008
... boost the group's adviser numbers and profitability. "[The purchases] demonstrate our ability to attract a broad range of advisers and to deliver tailored growth and ultimately succession solutions across a number of practices that all 'fit the family ...

Advisers graduate Synchron boot camp

RUTH LIEW  |  TUESDAY, 22 APR 2008
Advisers got dirty, sweaty and splattered with paintball shots at Synchron's Next Gen training course that yielded 14 new recruits to the firm's adviser base. "We've identified that younger advisers are a different creature in their training needs to ...

Saropa launches finistic

MICHAEL HOBBS  |  MONDAY, 21 APR 2008
Australian technology firm Saropa has developed a general insurance platform, finistic, which allows financial advisers to provide insurance to clients by referring them to a website. Launched last month, clients can access finistic at no cost, via ...

Tower launches Accelerate

Tower Australia has launched Accelerate, an online insurance service which it claims saves advisers time and money by speeding up the underwriting process. It took two years in development and close to six months in pilot with several hundred advisers ...

Give advice a tax break

... commission-based. "A tax deduction for fee for service advice - whether paid out of a member's super account or not - would offer advisers the incentive to move away from commissions selling and towards offering impartial advice," said ISN's executive ...

S&P expands research team

MICHAEL HOBBS  |  FRIDAY, 18 APR 2008
... all asset classes and compiling approved product lists and model portfolios for the Bridges and WealthManager financial advisers. Before working at AWM, Fook spent five years as a financial planner for Bridges Personal Investment Services. Mark Hoven ...

Trilogy hops on netwealth

RUTH LIEW  |  THURSDAY, 17 APR 2008
... industrial real estate. The trust is currently protected by Lloyd's capital loss insurance. "[netwealth's] platform provides advisers with an additional wholesale avenue to access Trilogy's mortgage trust," said Trilogy Funds Management executive chairman ...

Securitor academy in the works

MICHAEL HOBBS REPORTING FROM THE CONFERENCE IN NEW ZEALAND  |  THURSDAY, 17 APR 2008
Securitor is to set up a paraplanning academy and launch an online self assessment program to help advisers beef up on their finance knowledge and better answer the questions of clients uneasy about the state of the markets. Speaking at the Securitor ...

Investments for planners, by planners: Instreet

... backed by Premium Wealth Management, which has funds under advice of $2.5 billion and a group of more than 50 financial advisers. Given the state of the markets, Lucas said they are looking to provide capital guaranteed products and funds that will capture ...