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Showing 9281 - 9290 of 9830 results for "Advisers"

Snowball to snap up Western Pacific

KATE HAGE  |  WEDNESDAY, 23 AUG 2006
... business will be run in parallel alongside Western Pacific's planning businesses and will take their total number of advisers from 20 to 80 with $4 billion in funds under advice. "Importantly, it also gives us a national presence through Western Pacific's ...

Tyndall promotes marketing and comms manager

KATE HAGE  |  TUESDAY, 22 AUG 2006
... Tyndall, Philip Galagher, said Pavlellis will act as his second in charge and help ramp up the group's relationships with advisers and investors. "Maria's experience as an analyst is particularly valuable in helping us develop useful technical information," ...

STA and ARF post record returns

KATE HAGE  |  MONDAY, 21 AUG 2006
... Chief investment officer of AustralianSuper, Mark Delaney, also attributed much of the positive performance to their advisers, Frontier and Jana. "It also demonstrates that being a big fund is certainly no impediment to good returns," he said. Rainmaker ...

Atom to distribute Pentacle property funds

HAMISH MADDEN  |  FRIDAY, 18 AUG 2006
... announced a strategic partnership with Atom Financial Services for the distribution of Pentacle fund of funds products to advisers. Chief executive officer of Pentacle, James Burkitt, said the strategic partnership came on the back of strong adviser ...

Big tax hits drive after-tax reporting

KATE HAGE  |  FRIDAY, 18 AUG 2006
... time research house Morningstar will include tax impact information on investor returns in the products they sell to advisers and have compiled figures on 650 funds to date, according to head of consulting, Anthony Serhan. "We made a conscious decision ...

BT Wrap blasts through $25bn

HAMISH MADDEN  |  WEDNESDAY, 16 AUG 2006
... BT announced a 39 per cent jump in funds under administration, a 45 per cent increase in sales and that the number of advisers writing to BT Wrap had exceeded 7,000. BT head of wealth and Wrap Solutions, Chris Freeman, said that the success of the last ...

Migrating a UK pension easier with good advice

ALEX DUNNIN  |  TUESDAY, 15 AUG 2006
... likely to have UK transitions on their mind when they arrive. Pension Direct Transfers is part of the Genesys Wealth Advisers network but also works with other adviser groups and super funds on a quasi-wholesale basis. Ford said that to date they have ...

St.George to re-hire lenders as contractors

WWW.THESHEET.COM  |  TUESDAY, 15 AUG 2006
In move that would provoke uproar if applied to financial advisers, St.George Bank will offer to transition some of its non-branch mortgage sales force in Queensland, Western Australia and Victoria to independent contractors restricted to selling only ...

Tandem welcomes Insight aboard

HAMISH MADDEN  |  TUESDAY, 15 AUG 2006
... Tandem gives Insight access to the Tandem Advice Business Framework which offers robust support systems which enable advisers to deliver quality advice more efficiently." The Tandem Advice Business Framework is a full front and back office support service ...

IOOF rationalises and re-brands dealer group

HAMISH MADDEN  |  TUESDAY, 15 AUG 2006
IOOF is combining its two existing dealer groups to create a new dealer group offering, Consultum Financial Advisers, set to hit the market in October. Existing brands Winchcombe Carson and Financial Partnership will be integrated under the new banner ...