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Showing 9291 - 9300 of 9830 results for "Advisers"

Laing to launch risky business

... has signed up MLC to a soon-to-launch life insurance hub called 'the risk store', which is designed to help financial advisers provide life risk insurance advice to their clients. "Whole industry feedback to the concept of an online life insurance knowledge ...

Soft skills should be a priority: Zurich

... serve their clients. Far from paying lip service to the corporate mantra "listen to your clients", Zurich has offered its advisers practical training on soft skills that are usually not included in their formal training. At their annual Risk Symposium ...

Schroders open for business in Victoria

HAMISH MADDEN  |  FRIDAY, 4 AUG 2006
... capabilities in Australian equities, income assets and multi-asset funds. David will play a critical role in working with the advisers locally as well as managing key national accounts." Hallifax said a number of factors drew him to Schroders. "The product ...

Industry pleads for greater professionalism

KATE HAGE  |  THURSDAY, 3 AUG 2006
... transition, but I think we need to be aware that we have black marks on the report card." He added, "We used to call advisers agents, and that's because they were. Now we have to go to the next level to ensure clients have the choice, not legislate how ...

CommInsure rolls out sweeping upgrades - free of charge

HAMISH MADDEN  |  WEDNESDAY, 2 AUG 2006
... citing a commitment to further strategic change. Introducing the "Perfect Mix" round of upgrades to a room of financial advisers, Jeffrey Scott, executive manager, business growth services, began by announcing that, "All existing clients get these upgrades." ...

MLC promotes two in ThreeSixty

KATE HAGE  |  WEDNESDAY, 2 AUG 2006
... a move it says will free up its researchers to focus on less covered markets. "We believe we can add greater value to advisers' businesses by focusing our efforts on specialist research services, rather than undertaking research which is readily available ...

Financial planners apply within: Westpac

HAMISH MADDEN  |  MONDAY, 31 JUL 2006
... towards the pre-retirement and retiree end of the spectrum, Westpac is focusing on the increasing demand for quality advisers to help formulate the most effective strategy for superannuation and retirement. "Figures from the Australian Bureau of Statistics ...

Fin planners need to re-think succession strategy

... independently of their involvement." In response to the likely demand for succession planning advice, with 50 per cent of advisers in the country expected to exit the industry in the next three to five years, HLB Mann Judd has set up a financial services ...

Centro grows on virtues of diversification

HAMISH MADDEN  |  THURSDAY, 27 JUL 2006
... recognition that investors were chasing the diversification benefits they offered as well as the returns. "Investors and advisers appreciate the diversification and risk reduction benefits of direct retail property in a balanced portfolio. We are pleased ...

QIC hands global mandate to Altrinsic

HAMISH MADDEN  |  WEDNESDAY, 26 JUL 2006
QIC has awarded a $60 million global equity mandate to Altrinsic Global Advisers. The mandate to manage $60 million for the QIC International Equity Fund completes a recent QIC review of managers for the International Equity Fund, instigated with the ...