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Showing 8971 - 8980 of 9826 results for "Advisers"

IRESS signs Asgard and Asteron

MICHAEL HOBBS  |  WEDNESDAY, 30 JAN 2008
... to combine Xplan and AdviserNETgain in portfolio and statement of advice production and management service to Asgard advisers. Ed Ho, head of practice solutions at Asgard said the existing modelling program, Assirt Desktop, would be replaced from February ...

Boot camp for ING sales staff

RUTH LIEW  |  TUESDAY, 29 JAN 2008
... elevating consumer awareness of ING's product offerings. "The BDA's sole focus is to build new relationships. ING must target advisers outside our usual domain and the BDA will have a significant role in fostering new business," said Canning.

Macq appoints ex-Platypus fundie

MICHAEL HOBBS  |  FRIDAY, 25 JAN 2008
... Prior to this position, Fisher was AXA state manager for New South Wales and the ACT where he serviced more than 300 advisers and state manager for the National Australia Financial Planning, where he implemented successful plans to build planner numbers. ...

New take on old fee debate

MICHAEL HOBBS, MICHELLE BALTAZAR  |  FRIDAY, 25 JAN 2008
... performance-based fee? If you're charging 1.1 per cent [of assets], isn't that an incentive to grow the portfolio? Most advisers are doing that but what you're saying is 'what if I grow your portfolio from $500,000 to a million?" If that's the case ...

Murder on super

RUTH LIEW  |  THURSDAY, 24 JAN 2008
... wealth are a lot greater than the 15 per cent fall in the sharemarket. "A lot of the strategies being bandied about by the advisers before 30 June involved selling up of assets and investing into super to take advantage of the $1 million window. Implementing ...

CFS engages Innovest for ESG research

RUTH LIEW  |  THURSDAY, 24 JAN 2008
... Global Asset Management (CFS GAM) has recruited the services of third party research providers, Innovest Strategic Value Advisers, in the next phase of its ongoing integration of environment, social and governance (ESG) risk assessment into its investment ...

Van Eyk back on the driver's seat

MICHAEL HOBBS  |  WEDNESDAY, 23 JAN 2008
... managed fund research, van Eyk has $46 billion under advice consulting on behalf of a range of institutions and financial advisers.

Aviva offers auto re-weighting

MICHAEL HOBBS  |  WEDNESDAY, 23 JAN 2008
Aviva has added an automatic re-weighting feature in its Navigator platform that allows advisers to give their clients a more tax effective portfolio. The feature allows advisers to re-weight investment funds in a client's portfolio back to its target ...

Rainmaker merges with MC Marketing Concepts

... with MC Marketing Concepts, which offers tailored programs for research heads, fund managers and planners, including the Advisers Big Day Out regional roadshow. "Financial planners need the best access to what the investment world has to offer, both ...

Philanthropy gets a boost at GSJBW

RUTH LIEW  |  TUESDAY, 22 JAN 2008
... philanthropic services. "Philanthropy is emerging as a topic clients are raising more frequently with their professional advisers as they incorporate charitable giving into their overall wealth management, and we are continuing to invest to grow our ...