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Showing 9171 - 9180 of 9826 results for "Advisers"

Clearview cracks $1.65b mark

NICK OLIVER  |  MONDAY, 5 FEB 2007
... segment," said Abbott. Clearview has applauded the legislation changes to super and believes they are beneficial to both advisers and clients. "We are one of the few brands that focus specifically on retirement," said Abbott. "We are seeing more people ...

HBOS expands with Whittaker Macnaught purchase

HAMISH MADDEN  |  WEDNESDAY, 31 JAN 2007
... Whittaker Macnaught. The acquisition takes St Andrew's funds under management to almost $2 billion with its team of financial advisers now numbering 60. The Whittaker Macnaught brand will be retained but advisers and clients will now have access to all ...

FPA opposes creation of product sellers

... The Federal Government is proposing the establishment of a new category of 'product sellers', distinct from financial advisers. Product sellers would effectively be salespeople who are not required to consider the individual client's needs. FPA chief ...

Industry catches on to IFSA/FPA code

NICK OLIVER  |  WEDNESDAY, 24 JAN 2007
... and the FPA's 2005/2006 compliance processes and a survey of both FPA and IFSA members. It aims to ensure licensees and advisers provide transparency in their receipt of any alternative remuneration benefits, with the information available to the public. ...

Zurich expands super and allocated pension menus

HAMISH MADDEN  |  TUESDAY, 23 JAN 2007
... the RREEF Global (ex Aust) Property Fund and the Zurich Investments Equity Income Fund. "Zurich's focus is to support advisers by making it easy for them to provide a sound portfolio of investment options that will match their clients' needs and goals," ...

New exec team to drive AFA expansion

HAMISH MADDEN  |  TUESDAY, 23 JAN 2007
The Association of Financial Advisers (AFA) unveiled a new strategic initiative today with the formation of an executive committee of the board charged with driving new projects and initiatives for the AFA's growing membership. The AFA national executive ...

Qld investors like it hot

NICK OLIVER  |  TUESDAY, 23 JAN 2007
... said Aviva research manager, Stuart Fechner. Age and the timeframe to retirement is a key question asked by financial advisers in determining an appropriate investment portfolio and financial plan. Queenslanders are also more likely to invest in Australian ...

HESTA gives members free super advice

HAMISH MADDEN  |  WEDNESDAY, 17 JAN 2007
... offer all its members free superannuation planning advice in the workplace through its network of Superannuation Service Advisers (SSA). HESTA members can arrange to meet an SSA in their workplace for personal advice on investment choice, voluntary and ...

Aviva upgrades investments and direct share access

ALEX DUNNIN  |  WEDNESDAY, 20 DEC 2006
... Fechner. Fechner said Aviva wanted to ensure their menus had enough choice to accommodate investment needs from most advisers and that it was important they continued to meet the varying investment interests and needs of both advisers and clients. "[We ...

Coin adds 150 extras and goes STP

ALEX DUNNIN  |  TUESDAY, 19 DEC 2006
... support. Tony Graham, Coin managing director, said, "Automated datafeeds from platforms create real efficiencies for advisers when it comes to managing their clients' portfolios. Data management is streamlined from and to the platform, reducing the time ...