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Showing 71 - 80 of 114 results for "Financial Advisors"

IOOF books $225m net inflows, simplifies ops

MICHELLE BALTAZAR  |  THURSDAY, 26 AUG 2010
... the market. This would give us a real competitive advantage in attracting funds, especially from independent financial advisors," he said earlier this month. Kelaher clarified that the proposed acquisition will include the brand, software licence, IP ...

IOOF agrees to buy North

ALEX DUNNIN  |  MONDAY, 9 AUG 2010
... the market. This would give us a real competitive advantage in attracting funds, especially from independent financial advisors." However, despite the tactical significance of the IOOF deal with NAB, it would have only minor impact on the current market ...

Investors get more from Westpoint settlement

ASIC RELEASE  |  WEDNESDAY, 19 MAY 2010
... reached by ASIC following settlements with Masu Financial Management, Professional Investment Services, Bongiorno Financial Advisors & Bongiorno Financial Advisors (Aust) and State Trustees.

ASIC presses on with Westpoint compensation

ASIC RELEASE  |  MONDAY, 30 NOV 2009
ASIC has reached an agreement to settle class actions against Bongiorno Financial Advisors, which has links to the failed Westpoint Group. An ASIC statement late last week noted that the watchdog had agreed to settle actions against Melbourne-based ...

Hillross buys Rabo Financial Advisors

MICHAEL HOBBS  |  FRIDAY, 13 NOV 2009
Hillross Financial Services has bought Rabobank Australia & New Zealand's Rabo Financial Advisors, in a deal that sees the bank's financial planning arm move to the Hillross brand in just a few weeks. Rabo Financial Advisors represents 40 staff including ...

Canada plan in talks to buy Livingston

COMPANY RELEASE  |  MONDAY, 12 OCT 2009
... Livingston's financial advisor is Scotia Capital Inc. and its legal counsel is Stikeman Elliott LLP. The Consortium's financial advisors are CIBC World Markets Inc. and RBC Capital Markets, and its legal counsel is Osler, Hoskin & Harcourt LLP.

Aussies follow Brits pushing advice aside

COMPANY RELEASE  |  WEDNESDAY, 30 SEP 2009
... the recent Value of Advice campaign. "We're also very supportive of the work being done by the Association of Financial Advisors to highlight the professional work of financial planners." Guardian also made a lengthy submission to the Ripoll Inquiry ...

Morgan Stanley forum aids women advisers

RUTH LIEW  |  MONDAY, 3 AUG 2009
Are you a woman keen to succeed in financial planning? Introducing the Women Financial Advisors Forum launched by Morgan Stanley Smith Barney - a blog for women to discuss the challenges and triumphs of being an adviser. The blog is specifically targeted ...

Merger creates 18,500 adviser force

RUTH LIEW  |  TUESDAY, 2 JUN 2009
... at our disposal, we believe Morgan Stanley Smith Barney will become the employer of choice for other leading financial advisors around the world."

PIS adds Olicc software

MICHAEL HOBBS  |  FRIDAY, 3 APR 2009
Professional Investment Services (PIS) is implementing Olicc Technologies' software to assist the group's financial advisors track commissions and other key performance data. The Olicc Enterprise Solution will be integrated with PIS' Commission Lodgement ...