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Showing 8981 - 8990 of 9826 results for "Advisers"

Direct equities gain ground in platforms

MICHAEL HOBBS  |  FRIDAY, 18 JAN 2008
... of tools and efficiencies we've built into the platform," he said. Technological advancements has made it easier for advisers to deal in direct equities. However, Waldron said the change has also been a result of advisers becoming more sophisticated ...

BNY Mellon scores first NZ mandate

RUTH LIEW  |  FRIDAY, 18 JAN 2008
... Limited. James Gruver, managing director of BNY Mellon Asset Management Australia, said: "Investors often rely on trusted advisers for advice and guidance in the different asset classes they are looking to invest in - and we were fortunate enough to ...

Life ban for adviser after altering codes

RUTH LIEW  |  THURSDAY, 17 JAN 2008
... system in relation to 839 share-trading transactions. The broker codes were used to allocate commissions to financial advisers and Shadforths and, by manipulating these codes, Grant was able to receive payment of nearly $29,000 in commissions to which ...

CFS adds muscle to distribution team

RUTH LIEW  |  WEDNESDAY, 16 JAN 2008
... year ago, we agreed to implement a specialist distribution approach to our business. As products get more complicated, advisers and clients get increasingly sophisticated and more segments of market get involved with what we're doing, we realised the ...

When a lift in unemployment is good news

ALEX DUNNIN  |  FRIDAY, 14 DEC 2007
... falling to low levels without generating stronger wage pressures. These circumstances are prompting policy makers and advisers to shift their focus," said Dr Kennedy. No coincidence then many experts are now arguing for a lift in the retirement age ...

BT Wrap Advantage to rebate $400k

MICHAEL HOBBS  |  THURSDAY, 13 DEC 2007
... equivalent to around $400,000 over the next 12 months. "The additional fee rebate will deliver an extra layer of value for advisers and investors to consider when selecting an appropriate multi manager fund as part of their investment portfolio," said ...

Half price hedge fund?

JANA Investment Advisers has launched of new multi-manager hedge fund that costs half as much as a typical fund of hedge fund (FOHF) manager. "The JANA Triplepoint Fund represents a new approach to hedge fund investing by directly addressing the three ...

BankWest calls on UK planners

MICHAEL HOBBS  |  WEDNESDAY, 12 DEC 2007
... planner academy for existing employees who are seeking a different career path, as well attempting to attain the best advisers from around the sector." To encourage more people to become planners, the company is to embark on an extensive marketing campaign. ...

Aviva buys Meritum stake

MICHAEL HOBBS  |  WEDNESDAY, 12 DEC 2007
... stake in Melbourne-based Meritum Financial Group. Established in 2004, Meritum Financial Group (Meritum) has more than 80 advisers and more than $2.6 billion in funds under advice. "This acquisition is important for Aviva, while we are experiencing strong ...

AFS paraplanning gets thumbs up

MICHAEL HOBBS  |  WEDNESDAY, 12 DEC 2007
... continue to develop and introduce services, initiatives and programs that deliver long-term benefit for the dealer group's advisers."