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Showing 9061 - 9070 of 9826 results for "Advisers"

Magnitude appoints new head

MICHAEL HOBBS  |  WEDNESDAY, 29 AUG 2007
... financial advice offering through the network." Magnitude is a nation wide financial planning consultancy with over 32 advisers across 15 offices. The Merit Wealth service was launched in July in a partnership between Hayes Knight and Magnitude.

Dixon in three-part expansion push

MICHAEL HOBBS  |  MONDAY, 27 AUG 2007
Dixon Advisory joins the big league after it added 22 advisers with $1.5 billion in funds under advice (FUA) to its network, appointed former Bulletin editor Max Walsh to its investment committee and completed a business re-branding. Former ABN AMRO ...

Margin calls on tech watch

MICHAEL HOBBS  |  FRIDAY, 24 AUG 2007
... amount of their margin investor base. Recently Macquarie released its new GearUp program, making it easier for clients and advisers to monitor their loans and investments online. New enhancements on the Macquarie website include daily statements and ...

MLC launches adviser MAs

ALEX DUNNIN  |  WEDNESDAY, 22 AUG 2007
... step in the evolution of the managed accounts market.. The new features should improve administration efficiency for advisers managing clients' direct shares and managed fund portfolios, enabling them to create, amend and rebalance their own model portfolios. ...

AXA takes care of business

... outstrip their competition. It seems obvious but AXA national manager financial advice network Paul Robertson said that advisers spend much of their day-to-day providing advice that they often have little time left to monitor how their business is faring. ...

Avoid mistakes and we'll minimise regulation: Pearce

ALEX DUNNIN  |  WEDNESDAY, 15 AUG 2007
... be doing something, even for its own sake," he said, speaking at yesterday's meeting for the Association of Financial Advisers (AFA) in Canberra. "This means if you want less government intervention then please regulate yourselves. Bring in performance ...

New product drive independence: Cerulli

ALEX DUNNIN  |  WEDNESDAY, 15 AUG 2007
... are moving towards independence as well." This is even pushing traditional distributors to relax their requirements for advisers to promote house and associated products. "Many insurance company-owned broker/dealers have shifted to independent contractor ...

DMS pioneers fee-for-service technology

... terms. "This feature is very important because it's in full compliance with the FPA's best practice guidelines which says advisers should be disclosing the exact amount they receive from fund manager rebates, down to the penny," said Philip. The fee ...

AFA soft skills forum attracts 600

ALEX DUNNIN  |  MONDAY, 13 AUG 2007
The soft skills traveling forum conducted by the Association of Financial Advisers (AFA) last month attracted more then 600 advisers and delegates throughout Perth, Sydney, Adelaide, Hobart, Brisbane and Melbourne who heard how they can develop their ...

DKN buys stake in UPA

... Operating for more than 25 years, UPA brings together accountants, solicitors and business brokers with financial services advisers to provide an integrated service to clients. This is the sixth equity partnership that DKN has signed since it launched ...