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Showing 9211 - 9220 of 9826 results for "Advisers"

Schroders casts net outside MSCI World

Financial advisers looking for a global equities fund with a twist should look no further than Schroders Global Active Value, a fund that invests in shares outside the traditional global benchmark MSCI World Index. Schroders chief executive, Greg Cooper ...

Financial Wisdom trumpets its Platinum Advantage

HAMISH MADDEN  |  WEDNESDAY, 8 NOV 2006
... resounding success with affiliated planners and their clients. The Platinum Advantage program offers Financial Wisdom advisers and their clients access to special retail discounts and offers negotiated by the dealer group. Financial Wisdom general manager ...

Ord Minnett adds to private client team

HAMISH MADDEN  |  TUESDAY, 7 NOV 2006
Ord Minnett has appointed two new private client advisers as part of its recruitment drive. Andrew Nutt has joined Ord Minnett from Patersons Securities where he built up a significant private client base. Tony Board also joins Ord Minnett as a private ...

Investec measures value of advice

Investec Private Advisers is working on an ambitious plan to give clients automated reports that quantify how much Investec's financial advice adds, or subtracts, to the overall investment returns of their clients. The group's senior executive Robert ...

Prosperity Partners joins Consultum

WA-based advisory firm Prosperity Partners has joined forces with IOOF-backed Consultum Financial Advisers. "We were attracted to Consultum primarily because of the technical and business planning support they can offer us. The group is also small enough ...

LG teams up with ipac on succession

HAMISH MADDEN  |  MONDAY, 6 NOV 2006
... partnership with ipac. Gulasekharam said that a health scare two years ago forced him to consider his succession options. "Advisers encourage clients to prepare for the worst. A serious medical problem two years ago made me realise I owed it to my clients ...

Macq Wrap to roll-out STP for FP software providers

HAMISH MADDEN  |  THURSDAY, 2 NOV 2006
... financial planning software products XPLAN, VisiPlan and its own Coin Software. The developments should make it possible for advisers to initiate transactions through Macquarie Wrap direct from their financial planning software. STP capabilities will ...

Not on our watch: ASIC

... James Hardie, Offset Alpine Printing and Sons of Gwalia and numerous litigation relating conflicts of interest between advisers and their clients. During the year, ASIC monitored 15 exchanges and financial markets, oversaw 4,415 licensed financial services ...

Live long and prosper

Advisers take note. Your client might just live to the ripe young age of 120 years, said cardiologist Dr Maurice Rosenbaum as he explained the secrets of longevity in Australia. Rosenbaum told the audience why life expectancy models are sure to change ...

Boost your business

ALEX DUNNIN  |  WEDNESDAY, 1 NOV 2006
... practice principals is 58 and half expect to exit their businesses within the next two years. To do this on terms that advisers will accept mean they have to convert their practices into businesses that can be operated by an acquirer. Stephen Penderville ...