Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 9221 - 9230 of 9830 results for "Advisers"

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 ...

Perennial appoints former Credit Suisse head of distribution

HAMISH MADDEN  |  WEDNESDAY, 1 NOV 2006
... industry, it is imperative for Perennial to service not only the wholesale market but the underlying investors and their advisers," said Anthony Patterson, managing director of Perennial Investment Partners.

PIS' Edmondson wins 2006 AFA Adviser of the Year

HAMISH MADDEN  |  WEDNESDAY, 1 NOV 2006
... Daily of PIS, Adam Smith of Charter Financial Planning, Paul Stott of Tandem, and James Walker-Powell of Genesys Wealth Advisers.

IXIS scores JANA mandate

HAMISH MADDEN  |  WEDNESDAY, 1 NOV 2006
IXIS Asset Management Australia has been awarded a $48 million mandate from JANA Investment Advisers. The $48 million mandate is to be invested in the Aurora Offshore Fund Ltd II, managed by IXIS affiliate Harris Alternatives. The Aurora Offshore Fund ...

Advice in 2020

ALEX DUNNIN  |  TUESDAY, 31 OCT 2006
... Argyle Partnership posed the question to a panel of high powered industry thought leaders at the Association of Financial Advisers (AFA) conference. Jim Minto, chief executive of TOWER, said, "The middle market problem would have been solved because ...

Build a realistic charging model

ALEX DUNNIN  |  TUESDAY, 31 OCT 2006
... consistency between adviser fees because it changes depending on the different service needs of clients and on the attitude of advisers themselves." Vamos said part of this variability is because there can be confusion about what service an adviser is ...

Sen Chapman explains Parliamentary Inquiry

ALEX DUNNIN  |  TUESDAY, 31 OCT 2006
... Superannuation Industry, gave a few hints about the big issues confronting the Inquiry. Speaking at the Association of Financial Advisers (AFA) national conference, Senatory Chapman explained that these included recognition of the collateral impact rising ...