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Showing 9121 - 9130 of 9826 results for "Advisers"

Government offers industry the simple life

CHRIS NICHOLLS  |  FRIDAY, 25 MAY 2007
Advisers will be able to offer simplified records of advice to clients investing less than $15,000, while businesses can post annual reports and new or revised product information online, under proposed new Simpler Regulatory System reforms. The bill ...

Investa property funds get SRI tick

CHRIS NICHOLLS  |  WEDNESDAY, 23 MAY 2007
... heralds a broadening of the availability of SRI asset classes and greatly supports the growing number of individuals and advisers seeking a diversity of products which proactively manage environmental and social concerns". The diversified office fund ...

Praemium integrates market data streaming

ALEX DUNNIN  |  TUESDAY, 22 MAY 2007
... functionality like realised and unrealised capital gains, performance and income tax reporting. The enhanced system also offers advisers productivity and business benefits. "What we've done is industrialise how advisers do reviews and it will enable ...

Investors will be compensated for dud advice: Pearce

ALEX DUNNIN  |  MONDAY, 21 MAY 2007
... participants." The initiative follows the Westpoint scandal where many clients were unable to obtain compensation because advisers found to have breached their obligations were unable to raise sufficient funds to payout compensation claims. "The regulation ...

IOOF increases fund options by a dozen

HAMISH MADDEN  |  THURSDAY, 17 MAY 2007
IOOF has added a dozen new managed funds to its investment platforms in order to give advisers greater flexibility and more options for clients. Senior research manager, Paul O'Connor, said the addition of 12 new funds was part of the regular review ...

BT beats Vanguard on tax: Aviva

... "Navigator is a sophisticated platform which has straight through processing and is transparent. This allows financial advisers to see the client's parcels of holdings and choose the one with the least capital gain or the greatest capital loss, depending ...

Tolhurst appoints new economist/strategist

CHRIS NICHOLLS  |  WEDNESDAY, 16 MAY 2007
... arrival complements the company's rapid expansion in both the retail and institutional sectors and will see him work with advisers to provide growth strategy, focusing on the macro side, as well as reporting on the effects of various economic developments. ...

Meritum gets its advisers online

CHRIS NICHOLLS  |  TUESDAY, 15 MAY 2007
... System's (DMS) Advisor Online management and activity reporting software across its 90 dealer network. The system allows advisers to view the value and progress of their commission payments and apply reporting tools to analyse practice profitability. ...

Nominations open for AFA Adviser of the Year

HAMISH MADDEN  |  FRIDAY, 11 MAY 2007
The Association of Financial Advisers (AFA) has opened nominations for the 2007 Adviser of the Year Award. "Advisers, who must be members of the AFA, are judged on criteria such as their experience, contribution to the industry and the quality of their ...

Baby boomers not so super informed

... majority 89 per cent said super funds, followed by the government (72 per cent), employers (31 per cent) and financial advisers (30 per cent). But all the ad campaigns on the $1 million window of opportunity before 30 June were highly effective with ...