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Showing 9161 - 9170 of 9826 results for "Advisers"

Asgard welcomes head of corporate super

HAMISH MADDEN  |  WEDNESDAY, 21 FEB 2007
... initiatives, the formulation of sales and retention strategies and further Asgard's goal of becoming a "partner of choice" for advisers in the corporate super market. "We want to make sure our business super clients are well positioned to help their ...

BT partners to cut platform costs

HAMISH MADDEN  |  TUESDAY, 20 FEB 2007
BT has launched BT Wrap Advantage, a new initiative which will deliver improved services and efficiencies to advisers and participating fund managers and lowers platform costs for the 75,000 users of the $31 billion platform. BT has worked with 15 participating ...

Matrix finds its $1b Oasis

... who set up their own dealer group to control the quality and depth of service they received. Today there are over 80 advisers working in 35 practices and controlling 85 per cent of the company shareholding. Matrix said it intends to grow to around 120 ...

FPA checklist to guide members on super switching

HAMISH MADDEN  |  TUESDAY, 20 FEB 2007
... superannuation. The checklist focuses on information gathering and comes in response to concern over legislative requirements for advisers to gather comprehensive relevant information on a client's circumstances before advising on switching super. "FPA ...

Tyndall beefs up EPiC

NICK OLIVER  |  MONDAY, 19 FEB 2007
... released an upgrade to its free interactive web based tool, the Efficient Portfolio Constructor (EPiC). EPiC assists advisers to create and optimise portfolios containing managed funds. Advisers are able to get detailed information on performance, analyse ...

AXA launches online insurance tool

NICK OLIVER  |  MONDAY, 19 FEB 2007
AXA Australia has launched an online tool to help advisers keep track of their clients' insurance applications. The new Application Status Report provides real time information on the progress of AXA insurance applications. "The best analogy for the ...

AFS reflects on a good year

HAMISH MADDEN  |  THURSDAY, 15 FEB 2007
... finalise the appointment of another two within weeks. "The AFS success is built on a business framework that recruits advisers and practice managers that are dynamic individuals and proven professionals seeking a dealer group that will assist them to ...

SEQUAL defends advisers on reverse mortgages

NICK OLIVER  |  WEDNESDAY, 14 FEB 2007
... Australians Equity Release Association of Lenders (SEQUAL) has hit back at claims made by the Members Equity Bank that advisers will sell reverse mortgages in order to pocket the commission. Kieren Dell, SEQUAL executive director, responded that financial ...

ING scores top marks in service

... long-term investment and we are working hard to ensure our products and services provide the flexibility for consumers and advisers to make the most of this great opportunity," said Alexis George, ING's executive director in Personal Investments. Michelle ...

MEB warns on reverse mortgages

... same period. "In the right circumstances a reverse mortgage can be very beneficial, however as with all products many advisers sell them in order to pocket the commission, not because it is in the best interest of the client," said Tony Beck, head of ...