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Showing 8951 - 8960 of 9826 results for "Advisers"

Web service climbs adviser wishlist

MICHAEL HOBBS  |  MONDAY, 25 FEB 2008
... rank higher in a planner's priority list compared to a year ago. Taylor and Associates surveyed 156 ING Employer Super advisers across Australia in December last year and found the importance for super funds to provide online functionality jumped 15 ...

Plan for Life and AFA award life industry Who's Who

... bigger and that the broadening of categories this year will enhance the awards' usefulness. The Association of Financial Advisers (AFA) chief executive Richard Klipin added that the awards are also critical in the industry's development because it factored ...

BNY Mellon pursues advisers

RUTH LIEW  |  THURSDAY, 21 FEB 2008
... volatility will be at the forefront of the firm's endeavours. "We're looking to build special products for financial advisers, including unconstrained portfolios - portfolios that have both long and short elements in it that are designed for volatile ...

Zurich ramps up sales

RUTH LIEW  |  WEDNESDAY, 20 FEB 2008
... great working knowledge of the Zurich Investment business and strong relationships within the team and with financial advisers," said Matthew Drennan, director of investments at Zurich Investments. Wade will lead a team focused on promoting the firm's ...

New appointments at Macquarie

RUTH LIEW  |  WEDNESDAY, 20 FEB 2008
... been a key member of the Macquarie Adviser Services management team as we have expanded our product and service set to advisers and their clients," said Neil Roderick, head of Macquarie Adviser Services. Meanwhile, Macquarie Funds Management has appointed ...

Market shake-up spurs ETF demand

RUTH LIEW  |  WEDNESDAY, 20 FEB 2008
Financial advisers are playing a key role in helping offset the current volatility by steering investors towards exchange-traded funds (ETFs). ETF giant iShares, which is offered by Barclays Global Investors, is at the vanguard of this phenomenon. The ...

AXA names new state manager

RUTH LIEW  |  MONDAY, 18 FEB 2008
... promoted Matthew Morris to state manager of New South Wales and ACT. Morris will be responsible for overseeing more than 300 advisers and implementing plans to drive the growth of AXA's network in NSW. Morris climbed up the ranks of AXA from his previous ...

Under Aviva's umbrella

RUTH LIEW  |  THURSDAY, 14 FEB 2008
... receive a minimum level of insurance cover regardless of medical history. The product managed to clinch the support of advisers and employers because it helped meet the insurance needs of employee members, claimed the firm. It targets a market that has ...

Fraudulent advisers caught

RUTH LIEW  |  THURSDAY, 14 FEB 2008
... Investment Commissions (ASIC) for a combined 11 charges of fraud and delivering false financial advice. The two so called "advisers", Tunde Doja from Sydney and Mohammad Zareei of Baulkham Hills, New South Wales, were accused of fraudulent dealings and ...

Macq expands Perth private wealth arm

MICHAEL HOBBS  |  WEDNESDAY, 13 FEB 2008
... specialists to its Perth office. Ian Walters, Wilfred Ong, Graydon Hanly and Jon Matsen were appointed private client advisers in the stockbroking team. These appointees have more than 20 years experience across margin lending, equity trading and blue ...