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Showing 8931 - 8940 of 9826 results for "Advisers"

Macq expands Qld broking

MICHAEL HOBBS  |  MONDAY, 17 MAR 2008
... Nathan Smith, Stephen Morgan, Shayne Gilbert, Nicholas Kerr and Matt Hinrichsen have all been appointed private client advisers within the Queensland office. Smith joins Macquarie Private Wealth from ANZ and has experience in Asian investment and is ...

FPA to offer Life Risk course

The Financial Planning Association is to provide accreditation in speciality professional areas, with the Life Risk Advisers program the first off the rank. FPA chief executive Jo-Anne Bloch said the FPA has developed the new education program to enable ...

AUI appoints head of research relationships

... and Vianova Asset Management. "Claire will also work closely with our distribution team to develop material that helps advisers with their own client relationships and strategies, as well as building AUI's institutional presence," said Adam Coughlan ...

Uni to offer SMSF degree

MICHAEL HOBBS  |  FRIDAY, 14 MAR 2008
... Australia (SPAA) chief executive. "This will be on top of the 50 to 60 organisations that deliver education to the market for advisers which range from a one hour seminar to courses that are delivered at a continued professional development (CPD) level." ...

SPAA backs specialist audit

MICHAEL HOBBS  |  FRIDAY, 14 MAR 2008
... guidelines should be completed in June this year. "We're in the process at the moment of writing a guidance statement for advisers on compliance advice for SMSF's. It's really a road map of the auditing statements and its intended to lead auditors through ...

Genesys consolidates two practices

MICHAEL HOBBS  |  TUESDAY, 11 MAR 2008
Two firms under the Genesys Wealth Advisers umbrella have joined forces to form Aspire2. Genesys has boosted its stake in member firms within the group after completing a deal with Perth based financial practice Aspire2. The transaction included a combination ...

Tele-underwriting with a health check

RUTH LIEW  |  TUESDAY, 11 MAR 2008
... reports have made it difficult to fast-track the underwriting of new proposals for risk insurance. "Currently insurance advisers or financial brokers [sic] ask all the medical questions when they do an application on the general public," said Tomic. ...

Macquarie buys Allegiance

RUTH LIEW  |  FRIDAY, 7 MAR 2008
... firm focused on providing fixed income investment solutions to pension funds and individual clients through financial advisers and brokers. Bruck said that the allegiance will form part of MFMG's affiliated managers program. MFMG also confirmed that ...

ING buys 37.5pc stake in Sentry

MICHAEL HOBBS  |  THURSDAY, 6 MAR 2008
... said no decision had been made on who would represent INGA on the Sentry board. Sentry Financial Group consists of 81 advisers across Epic Adviser Solutions, Sentry Brokers, Sentry Insurance Brokers and Sentry Financial Services. "With funds under management ...

Garvan FP adds three

MICHAEL HOBBS  |  WEDNESDAY, 5 MAR 2008
... practices are well placed for future growth. Greg Miller, MLC licensee general manager, said the Garvan network included 467 advisers across 196 practices with $11.8 billion in funds under management invested in MLC. He said MLC had been approached by ...