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Showing 9011 - 9020 of 9826 results for "Advisers"

Govt to address underinsurance

MICHAEL HOBBS | WEDNESDAY, 14 NOV 2007

... page statement of advice to recommend to a client $400,000 of life insurance?" he said. D'Apice said all institutions, advisers and the government needed to spend more time on the underinsurance issue. "Education needs to be at the forefront, the government ...

What happened to baby platforms?

ALEX DUNNIN, MICHAEL HOBBS | WEDNESDAY, 14 NOV 2007

... between 'baby wraps' and platforms is just window dressing, we see FirstChoice as our core platform used by the majority of advisers," he said. Meanwhile Chris Freeman, head of distribution at BT Financial Group said their cut down platform focused on ...

Centric Wealth appoints new directors

MICHAEL HOBBS | TUESDAY, 13 NOV 2007

... providing financial planning, risk insurance, corporate benefit service, lending, and accounting services through its 69 advisers.

IRESS turbocharges Xplan

MICHAEL HOBBS | THURSDAY, 8 NOV 2007

IRESS Wealth Management Solutions has enhanced its Xplan service to advisers, providing them with an integrated software package that promises greater superannuation analysis capabilities. The improvements include access to platform disclosure fees ...

KNM appoints wealth head

MICHAEL HOBBS | WEDNESDAY, 7 NOV 2007

... development would be important as KNM undergoes growth in the coming years. "Carne will work with Hardwick and I to employ advisers, acquire businesses and appoint authorised representatives," Burke said. According to Kevin Hardwick, managing director ...

IWL enters MA ring

CHRIS NICHOLLS | WEDNESDAY, 7 NOV 2007

... settlement as well as portfolio administration and end-of-year tax reporting. The administration function removes the need for advisers and clients to manually update portfolios, download files or email contract notes. The product also gives advisers ...

Fin planning uptake doubles

MICHAEL HOBBS, MICHELLE BALTAZAR | TUESDAY, 6 NOV 2007

... way to go, according to a new survey. ING Australia commissioned Nielsen to survey over 700 consumers and 300 financial advisers in June and July regarding consumer perception and uptake of financial advice. According to the survey, only 17 per cent ...

MLC tailors critical illness underwriting

MICHAEL HOBBS | TUESDAY, 6 NOV 2007

... its underwriting business by creating the Critical Illness-Special Risk tool and by hiring additional experts to help advisers. Tracey Crowe, chief underwriter at MLC, said the Critical Illness-Special Risk tool would allow MLC to consider critical illness ...

Super switchers fall

CHRIS NICHOLLS | MONDAY, 5 NOV 2007

... 'Independent Adviser', particularly when a brand other than the parent or group name is used." It stated while consumers using advisers from AMP, AXA, ANZ, Westpac, CBA and NAB are generally aware they are dealing with a tied planner, there was a lot ...

Evans & Partners selects Praemium

MICHAEL HOBBS | MONDAY, 5 NOV 2007

... able to select an IT package that would provide market leading technology, reliability and reporting to our clients and advisers," he said. Earlier this month, UBS selected Praemium to implement its online V-Wrap portfolio administration service into ...

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Federal Court lifts Merhi's travel ban

KARREN VERGARA | 12:25PM

Former financial adviser Ferras Merhi is now free to travel as the Federal Court lifted travel restraint orders imposed one year ago.

Hostplus delivers double-digit FY26 returns

RIDDHIMA TALWANI | 12:30PM

Hostplus Balanced (MySuper) option delivered members 10.8% for the financial year 2025-26, while the Indexed Balanced option and the High Growth option returned members 11.06% and 12.61% respectively.

ASIC levy estimates jump 19% as regulator ramps up funding

VINNY VUCAGO | 12:21PM

ASIC has lifted its estimated industry funding levy by almost 20% for 2025-26, with regulated entities expected to shoulder $400.5 million in regulatory costs as the corporate watchdog expands its supervision and enforcement activities.

GQG bleeds over US$7bn in FUM in June

MATTHEW WAI | 12:13PM

Despite recording positive investment performance, GQG Partners observed a significant outflow, with net outflows of $4.62 billion recorded in the month of June, as FUM slipped to $225 billion at June end, compared to $235.5 billion in the month prior.

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